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The Thing about Tariffs
Season 1 Episode 263
Jacob Shapiro and Cornell Assistant Professor Wendong Zhang discuss tariffs from an objective perspective: Who will they impact? How much? How does t…
1 year ago
Did the US Just Abandon Ukraine?
Season 1 Episode 262
In this emergency episode of the Jacob Shapiro podcast, Jacob and Marko dissect the unexpected and intense Oval Office meeting between President Trum…
1 year ago
Mr. Market Is Not Happy
Season 1 Episode 261
Though operating at less than 100 percent capacity, Jacob and Rob gather to take stock of how markets are reacting to the changes of the last 6 weeks…
1 year ago
Trade Wars are Metal Wars
Season 1 Episode 260
Jacob welcomes Tomas back onto the podcast in the wake of China’s announcement that licences will now be required to export 20 tungsten, tellurium, b…
1 year ago
Perceived Concessions
Season 1 Episode 259
Rob is off this week! Instead, Jacob is rejoined by former colleague and current chief geopolitical strategist at BCA Research Matt Gertken. They rec…
1 year ago
Stop Waiting To Live a Good Life
Season 1 Episode 258
Jacob and Rob welcome Narath Carlile from MakeTimeFlow to the podcast to talk about human flouring, deep success, and time management. Rob and I coul…
1 year, 1 month ago
USAID's Demise: What It Means for Global Power and U.S. Influence
Season 1 Episode 257
A candid discussion with Emma Pennisi on the centers on the ignominious assault on the United States Agency for International Development (USAID) and…
1 year, 1 month ago
#256 - And Now, The Weather
Season 1 Episode 256
Daryl Ritchison joins the pod to discuss the intricate interplay of weather phenomena affecting global climates, with a particular emphasis on the an…
1 year, 1 month ago
#255 - Strategic Ketchup Reserve
Season 1 Episode 255
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Timestamps:
(00:07) - Intro
(00:30) - Monetize the asset side of the balance sheet
(17:18) - Bitcoin
(25:00) - Debt
(32:17) - Macro looks at England, In…
1 year, 1 month ago
#254 - Geopolitical Cousins
Season 1 Episode 254
Jacob and Marko had planned to pod today anyway…but then Luka got traded, Trump threatened tariffs, and the whole world went generally mad, so they h…
1 year, 1 month ago