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Fertilizer 101
Season 1 Episode 338
Josh Linville,VP of Fertilizer at StoneX, chats with Jacob about the global fertilizer crisis triggered by disruption to the Strait of Hormuz. They c…
2 months, 3 weeks ago
The Off Ramp Is Right Now
Season 1 Episode 337
Josef Schachter - President of Schachter Energy - walks us through what global oil markets looked like the day before bombs started falling, and what…
2 months, 4 weeks ago
The View From Delhi
Season 1 Episode 336
Kabir Taneja, Executive Director of the Observer Research Foundation Middle East, joins the podcast for an Indian perspective on the US-Israel confli…
3 months, 1 week ago
Soft Power is Underrated
Season 1 Episode 335
Chase Taylor of Pine Cone Macro rejoins the pod for a candid conversation about the Iran War and its ripple effects on global markets, military strat…
3 months, 2 weeks ago
Renegade Scottish Economics
Season 1 Episode 334
Jacob sits down with Laurie McFarlane, co-director of Future Economy Scotland, for a (non-Gulf War related, finally) conversation about what makes Sc…
3 months, 3 weeks ago
Firepower Is Not a Strategy
Season 1 Episode 333
Solo analysis from Jacob! Some reflection on being wrong about the Third Gulf War. Jacob outlines why he thought the war wouldn't happen - intercepto…
3 months, 3 weeks ago
An Imminent, Underreported War
Season 1 Episode 332
Jacob Shapiro sits down with journalist Jody Ray, who just returned from on-the-ground reporting in Ethiopia and Eritrea. This convo is a gateway int…
4 months ago
Escape from Tel Aviv
Season 1 Episode 331
Jacob sets down the grand strategy for a gripping personal story, catching up with his high school friend Avi Swerdlow, who landed in Israel the day …
4 months ago
Who's Running Tehran?
Season 1 Episode 330
Iran expert Hamidreza Azizi joins Jacob Shapiro to break down the issues posed by Iran's blockage of the Strait of Hormuz. Azizi explains Iran's phas…
4 months, 1 week ago
Decapitation Strike
Season 1 Episode 329
Geopolitical analyst Kamran Bokhari joins Jacob to break down the US/Israeli joint strike on Iran.
Is this regime change, or coercion? Bokhari argues…
4 months, 2 weeks ago