Season 1 Episode 299
Jacob and Rob reunite after a long break, tracing the threads between a dizzying run of global events and markets that seem strangely calm. Jacob frames the conversation with parallels to the 1920s, …
Published on 3 months, 2 weeks ago
Season 1 Episode 298
Jacob Shapiro sits down with Jacek Bartosiak, founder of Strategy&Future, to discuss Russia’s drone incursions into Polish airspace and their broader implications. From Warsaw’s perspective, deterren…
Published on 3 months, 3 weeks ago
Season 1 Episode 297
After a month-long hiatus recovering from illness, Jacob Shapiro returns to the podcast joined by recurring guest Elohim Monard. Together, they examine the transactional nature of U.S.–Latin America …
Published on 3 months, 4 weeks ago
Season 1 Episode 296
Jacob and Rob dig into Trump’s firing of the Bureau of Labor Statistics commissioner, exposing the political theater surrounding government data. They explore labor hoarding, CPI distortions, and the…
Published on 4 months, 4 weeks ago
Season 1 Episode 295
Jacob Shapiro sits down with Luke Gromen for a wide-ranging discussion about AI’s disruption, the U.S. fiscal outlook, and global power dynamics. Jacob noted that AI is rapidly commoditizing data and…
Published on 5 months, 1 week ago
Season 1 Episode 294
Jacob interviews Dr. Van Jackson, an international relations scholar specializing in East Asian and Pacific security. They discuss the accelerating pace and volatility of U.S. foreign policy, charact…
Published on 5 months, 2 weeks ago
Season 1 Episode 293
Jacob welcomes economic policy expert Mike Konczal for a wide-ranging conversation on American capitalism, industrial policy, and the evolving role of the state. They explore how the Biden administra…
Published on 5 months, 3 weeks ago
Season 1 Episode 292
Jacob and Rob Larity dive deep into U.S. interest rate dynamics, focusing on Jerome Powell, Trump’s criticism of the Fed, and the potential political and market-driven forces affecting rate decisions…
Published on 6 months ago
Season 1 Episode 291
Jacob Shapiro speaks with Fahd Humayun about the shifting geopolitical dynamics in South Asia and the Middle East. They discuss Pakistan’s perspective on the Iran-Israel conflict, U.S.-Pakistan relat…
Published on 6 months, 1 week ago
Season 1 Episode 290
Jacob Shapiro and Rob Larity discuss the recent Israel-Iran conflict and its geopolitical impacts, including President Trump's ceasefire announcement. They analyze the muted market reactions, particu…
Published on 6 months, 1 week ago
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