The Jacob Shapiro Podcast

Jacob Shapiro spent years as an analyst at Geopolitical Futures before striking out on his own, and his podcast reflects that background in the best way possible. This is not a show that sticks to one lane. Shapiro bounces between geopolitics, commodity markets, agricultural economics, crypto, and macro-finance with the confidence of someone who genuinely understands how all these systems interact. The format alternates between two styles. Biweekly long-form interviews run 45 minutes to over an hour, featuring experts like Louis-Vincent Gave from Gavekal Research, Iran specialists, and agricultural economists. Then there are shorter weekly roundups where Shapiro walks through the most important global financial and geopolitical developments. With 300 episodes and a 4.8-star rating from 172 reviews, the show has built a dedicated audience since 2022. What makes Shapiro stand out is his ability to connect dots that most analysts miss. He will explain how Scottish renewable energy policy relates to broader European energy security, or why Ethiopian-Eritrean tensions matter for Red Sea shipping lanes and global commodity prices. He thinks in systems, not headlines, and that perspective is genuinely rare. The episodes are marked explicit, and Shapiro does not hold back his opinions. He will call out conventional wisdom when he thinks it is wrong and is not afraid to make predictions that go against the consensus. Some listeners might find the range of topics disorienting at first -- one week it is Iranian military doctrine, the next it is farming debt in the American Midwest. But that range is the whole point. Geopolitics does not happen in isolation, and the show is one of the few that treats the global system as the interconnected mess it actually is.