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by Jacob Shapiro
Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Interviews with experts across the globe, and roundups of global financial and geopolitical events.
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- 3 days ago55 min
Circular Financing
Mark Walter bought the Lakers for $10 billion and sold them fourteen months later for $12.5. That's a 20% return - which sounds enormous until you consider that nobody sells the Lakers after a year unless something has gone badly wrong. Chris Branch, author of The Athletic's The Pulse, joins to pull on the thread: life insurance money funding franchise purchases, a UAE sovereign wealth fund in the holding company, a Kushner and a former Disney CEO waiting on the other side. Neither of them can prove anything. Both of them can tell something is rotten.--Timestamps: - Welcome and Guest Intro - Why the Lakers Sale Matters - Mark Walter’s Rise and Red Flags - Insurance Money and Shady Ownership - Sports Franchise Valuation Boom - Streaming Deals and Bubble Fears - Fans Priced Out and Losing Connection - What Happens Next for Walter - NBA Expansion Vegas vs Europe - When Franchise Values Could Fall - New Orleans Relocation History - NBA Valuations and Debt - Financing Partners and Risk - LSU NFL Return Loophole - NIL Money and No Rules - Universities Under Strain - Youth Sports Pay to Play - Gambling and Market Manipulation - Tradition vs Mercenary Players - Jayden Daniels NIL Clash - Sports as Social Barometer - Closing Thanks and Signoff--Referenced in the Show:The Pulse: https://www.nytimes.com/athletic/tag/the-pulse/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--
- 1 weeks ago56 min
Rubio Makin Moves
Two hundred years ago, Simón Bolívar dreamed of a united Latin America - precisely so it could resist becoming America's backyard. South America may finally be integrating... Just not the way he had in mind. Elohim Monard joins from Pucallpa, deep in the Peruvian Amazon, to trace what Marco Rubio's recent swing through the region actually accomplished, why security is the MacGuffin and China is the real story, and how a continent ends up saying "yes sir" while Chinese state companies quietly run its ports and power grids. Plus: the Latin Americanization of US politics, and why El Salvador might be the next Singapore.Timestamps: - Podcast Welcome - Recording In Amazon - Amazon Versus Lima - Fujimori Nostalgia - Rubio Trip Backdrop - Bolivar Dream Reversed - Venezuela Power Signal - Bukele Surprise Move - Canada Multilateral Bet - Brazil Won’t Lead Region - Amazon Barrier Paradox - Learning From Brazil’s Balancing - Cuba Crisis And US Moves - Trade Partners Split Region - Security As A Pretext - Peru As China Flashpoint - Avoiding Cold War 2.0 - Bukele And Singapore Model - Latin Americanization And Submission - Rubio’s Role And US Demands - Closing And Sign Off--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--
- 2 weeks ago47 min
The Sand Mafias
People are being killed over sand. Not diamonds, not lithium, not rare earths - sand, the second-most consumed resource on earth after water, and the one nobody thinks about twice. Mette Bendixen, a geoscientist at McGill, studies where it comes from and who pays the price for it. Dubai imports its sand from Australia. Greenland's melting ice sheet is quietly producing a new export. And somewhere in Rwanda, a woman crushes stones by hand for two weeks to earn twenty dollars. The foundation of the modern world turns out to be a resource with no lobby, no regulation, and a growing body count.--Timestamps: - Intro! - Jacob Meets Expert - Why Sand Matters - Which Sand Works - Where Demand Explodes - Scarcity And Prices - Dubai Imports Sand - Greenland Sand Boom - Africa And Mekong Mining - Alternatives And Recycling - Singapore Land Reclamation - Why Study Sand - Policy And Labor Dilemmas - Wrap Up And Takeaways - Outro And Credits--Referenced in the Show:Mette Bendixon - https://www.mettebendixen.com/Time Is Running Out For Sand (Nature) - https://www.nature.com/articles/d41586-019-02042-4Reddit Thread - https://www.reddit.com/r/AskReddit/comments/1usi0ze/what_is_a_multibillion_dollar_industry_that_the/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--
- 3 weeks ago1h 4m
Rabbit Season, Duck Season
Inside you are two wolves. One (Michael Every) looks at Washington and sees a plan. The other (Jacob) looks at the same info and sees chaos. Somewhere north of both is the sovereign nation of Canada - a country discovering what it actually costs to step away from Washington and forge out on its own. Is Carney brave or delusional? Does scale decide everything? When the polite fictions come down, what's left holding any of this together? Tune in for a real disagreement between people who like each other, both wolves get fed. --Timestamps: - Welcome and Setup - Meet Michael Every - Why This Debate - Canada Opening Salvo - Every on Strategy - Canada EU China Options - Sovereignty and Pain - Defense Reality Check - US Threat vs Russia - US Security Red Lines - Polling Turns on Canada - Tariffs Without Strategy - Japan and Korea Pushback - Supply Chains Still China - Defining Real Statecraft - Macro Strategy Defense - Tariffs and Dollar Overreach - Trial and Error Governance - Geopolitical Plays Venezuela Iran - What Actually Comes Back - Work Culture and Foundry Schools - Rebuilding the Whole System - Fear Moments and Next Steps - Stablecoins and New Finance - Scale Matters Canada vs US - Closing and Where to Follow--Referenced in the Show:Michael Every - https://www.rabobank.com/knowledge/our-experts/011085368/michael-every--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--
- Sep 7, 20261h 6m
The $10 Trillion Ocean
The world has never been wealthier... but a warm patch of ocean in the Pacific is about to reorganize the weather across four continents and all that wealth still might not be enough to cover the damages. Climate scientist Justin Mankin studies how much these events actually cost - and his estimates run to $10 trillion or more in global economic loss over the next five years. Big numbers, short timeframe, scary outlook. But the hardest question that Dr. Mankin brought up with us wasn't about how we're gunna pay for all of this, it's about what gets lost when we measure disasters in GDP instead of lives. Do we want richer world or a better one?--Timestamps: - Welcome and Guest Intro - Why El Niño Matters Now - El Niño and IOD Explained - Teleconnections and Predictability - El Niño Life Cycle and Timing - Defining Normal in Climate Data - How El Niño Is Measured - ONI vs RONI and Super El Niño Hype - Drought Monitoring and Shifting Baselines - How Gnarly Is El Niño - Warming World Impacts - Counting El Niño Costs - El Niño to La Niña - Springback Physics Explained - Trillions in Damages - Causal Inference Methods - Conflict and Thresholds - Five Year Outlook - Closing and Credits--Referenced in the Show:Justin's Research - https://jsmankin.github.io/--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--
- Aug 31, 20261h 11m
Boil the Frog
Scott Bessent knows something that we don't. Luke Gromen has spent his whole career reading the fine print of America's balance sheet, and his conclusion is stark: the quiet interventions coming out of Washington - doubled bond buybacks, a yen rescue, a sudden fondness for stablecoins - aren't policy. They're symptoms. The arithmetic of debt, entitlements, and interest has crossed a threshold from which, Gromen argues, there are only three exits, and none of them are painless. We've got a crisis hiding in plain sight - and someone is gunna end up paying for it.--Timestamps: - Welcome and Guest Intro - Past Episode Reflections - Bitcoin and AI Disagreements - Luke Returns to the Show - Why Everything Feels Faster - Bessent and Bond Buybacks - True Interest Expense Alarm - Is It a Crisis Yet - Crisis Symptoms and Options - Japan Treasury Selling Fears - Allies Follow China Playbook - Stablecoins and CLARITY Act - No Silver Bullet - Inflation Over Bonds - Gold and Bitcoin Hedge - No Currency Alternative - China Gold Yuan System - Gold as Neutral Reserve - Multipolar Reserve Trap - Zugzwang and Supply Chains - Back to Gold Energy Link - AI Boom Then Bust - White Collar Disruption - Closing Thoughts and Outro--Referenced in the Show:Forest For The Trees - https://fftt-llc.com/about/ --Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--
- Aug 24, 202658 min
Pulped
AI companies are buying up used books, scanning them, and destroying the originals. At least, that's the headline... the real story is weirder. Charlie Becker, a seventh-generation bookseller in Houston, went viral for tracing one of these mysterious bulk orders - following overlooked books into Amazon warehouses filled with entire categories of obscure human knowledge. Today we're taking the plunge into a mystery that spans artificial intelligence, culture, and the LTV of a "rare" book. --Timestamps: - Episode setup and guest intro - Mic check and welcome - Viral post and lawsuit context - Who is Charlie Becker - Amazon warehouse mystery - Which books are vanishing - FBA arbitrage and pulping - Amazon irony and AI layer - ISBN gap and metadata tool - Missing middle and preservation risk - Used Bookstore Churn Myth - Why Obscure Books Matter - AI Is Not Retrieval - Cookbook Chef Metaphor - Smaller Models Personal Agents - Houston Bookstore Renaissance - Book Crawl Themed Shops - Foreign Language Treasure Troves - Estate Libraries Rare Finds - Mystery Bulk Orders Explained - Optimism And Preservation Tool - Internet Slop Back To Bookstores - Closing Thanks And Outro--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--
- Aug 11, 202657 min
Cooler Heads Are Not Prevailing
Jacob Shapiro welcomes back Peter Harrell, visiting scholar at Georgetown's Institute of International Economic Law and former White House senior director for international economics. Trump keeps finding new legal tools - including a forgotten 1930 law now aimed at Canada - and companies have stopped investing because they can't guess what comes next :/ Also, Washington has quietly bought stakes in 37 companies, with no rules and almost no transparency around any of it.--Timestamps: - Welcome and Setup - Why Tariffs Matter Now - Rapid Fire Tariff Tools - Supreme Court Fallout - Graham Sanctions Act - Smoot Hawley Meets USMCA - Canada Tariff Mechanics - What Trump Wants - USMCA Future Scenarios - After Trump Trade Path - Next President Tariff Reset - Trade Policy Inflection - Biden vs Trump Tariffs - China Tariffs Reality - Rules of Origin Loopholes - Democrats China Debate - Industrial Policy Needed - Drones Case Study - Manufacturing Culture Shift - Investment Needs Certainty - Government Equity Stakes - Sovereign Wealth Concerns - Wrap Up and Outro--Referenced in the Show:--Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com--Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.--
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About The Jacob Shapiro Podcast
Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Interviews with experts across the globe, and roundups of global financial and geopolitical events.
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