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    Government

    The Jacob Shapiro Podcast

    The Jacob Shapiro Podcast is a modern geopolitics podcast that wades deep into the machinery of our global systems. We explore not just what happened this week, but why it happened, and what it means for markets, money, and the people living through it.

    Geopolitics is the intersection of geography and politics. Each episode, geopolitical analyst Jacob Shapiro sits down with economists, strategists, scientists, journalists, and people on the ground to follow one story to its roots: the US-China rivalry, Africa’s devastating civil unrest, the war in Ukraine, Latin America’s political realignment, the energy transition, oil and commodity markets, global trade and tariffs, artificial intelligence, food and water security, and the fiscal math behind the dollar. Some conversations start with a headline. Others start with a shipment of lentils, a tanker in the Red Sea, or a warehouse full of used books, and end up somewhere much bigger.

    Jacob is Director of Research at The Bespoke Group and a Stratfor alumnus who advises Fortune 500 companies, institutional investors, and family offices on geopolitical risk. He studied literature and theology before he studied foreign policy, and he approaches the world as a fox, not a hedgehog: curious, contrarian, skeptical of single-cause explanations, and willing to change his mind on air.

    For investors, policymakers, business leaders, and anyone who suspects the news is missing the bigger picture. New episodes weekly.

    (Formerly “Cognitive Dissidents” and “The Perch Pod”)

    Advertise
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    Latest Episodes:
    The Government Is Coming For Your [insert asset here] Oct 07, 2025
    Show notes

    What if money could make you freer instead of more dependent? Matt McClintock joins the pod to dive into Bitcoin’s evolution from digital experiment to geopolitical force - a technology challenging governments, redefining sovereignty, and reshaping how value moves across the world. Matt and Jacob explore what “freedom money” really means, why personal sovereignty now collides with state power, and how the struggle between fiat and crypto reveals the future of economics, trust, and control in a multipolar world.

    --

    Timestamps:

    (00:00) - Introduction and Podcast Overview

    (00:20) - Addressing Listener Concerns

    (02:08) - Engaging with the Community

    (02:49) - Welcoming Back Matt McClintock

    (03:44) - Bitcoin: A Journey of Discovery

    (05:53) - Understanding Bitcoin's Evolution

    (09:41) - Bitcoin's Global Significance

    (12:59) - Bitcoin's Unique Characteristics

    (24:28) - Bitcoin as Freedom Money

    (29:23) - Bitcoin and Economic Freedom

    (29:56) - Bitcoin's Role in Oppressive Regimes

    (30:45) - Government Reactions to Bitcoin

    (32:35) - Personal Security and Bitcoin

    (34:45) - Bitcoin and Legal Concerns

    (44:40) - Bitcoin's Sovereignty and Legal Framework

    (55:30) - Bitcoin's Unique Position in the Financial World

    (01:00:34) - The Future of Bitcoin and Fiat

    (01:01:38) - Closing Thoughts and Reflections

    --

    Referenced in the Show:

    Link to White Paper: https://bespokegroup.io/sovereigntyparadox/

    Link to Matt’s Substack: https://mattmcclintock.substack.com/

    --

    Jacob Shapiro Site: jacobshapiro.com

    Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

    Jacob Twitter: x.com/JacobShap

    Jacob 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.

    --


    Techno-Feudal Estates Sep 30, 2025
    Show notes

    Jacob Shapiro is joined by Matt Pines, Executive Director of the Bitcoin Policy Institute, to discuss the accelerating convergence of Bitcoin, AI, geopolitics, and energy. Pines argues that technological change is happening faster than existing frameworks can manage, pushing once-fringe ideas into mainstream policy debates. They explore how AI and Bitcoin are straining U.S. infrastructure, particularly the electrical grid, and what this means for national security and economic stability. The discussion also considers the rise of “techno-feudal” elites, political backlash risks, and whether America can maintain an edge against China’s state-driven infrastructure build-out. Pines closes with reflections on Bitcoin’s rapid rise as both a strategic asset and a test of U.S. policy adaptability.

    --

    Timestamps:

    (00:00) - Introduction

    (01:33) - The Acceleration of Change

    (07:16) - Energy Consumption and Infrastructure Challenges

    (15:24) - Political and Economic Implications

    (21:35) - US vs China: Technological Race

    (27:26) - Future of Sovereignty and Power

    (33:11) - The Future of AI and Techno-Surveillance Capitalism

    (35:01) - Economic Implications of Universal Basic Income

    (35:35) - Sci-Fi Futures and Technological Transformations

    (36:27) - Bitcoin's Role in a Techno-Feudal World

    (41:25) - Political and Social Reactions to Technological Change

    (42:58) - The Rapid Evolution of AI and Its Impacts

    (53:14) - Bitcoin Policy and National Interest

    (58:38) - Geopolitical and Monetary Challenges Ahead

    (01:02:45) - Concluding Thoughts and Future Outlook

    --

    Referenced in the Show:

    Bitcoin Policy Institute - https://www.btcpolicy.org

    --

    Jacob Shapiro Site: jacobshapiro.com

    Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

    Jacob Twitter: x.com/JacobShap

    Jacob 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.

    --


    Alone in the Insane Asylum Sep 24, 2025
    Show notes

    Jacob Shapiro reconnects with Chase Taylor (of Pinecone Macro) for a wide-ranging conversation on U.S. competitiveness. The two dig into why electricity costs, labor shortages, and weak industrial policy matter far more than endless chatter about tariffs or rate cuts. They trade scenarios on how soaring power demand, grid fragility, and demographic decline could shape America’s future against China. Along the way, they touch on robots, nearshoring to Mexico, farm policy, and why simple, obvious analysis is often the most powerful

    --

    Timestamps:

    (00:00) - Introduction

    (00:43) - Contrarian Views on US Macroeconomics

    (02:51) - Competitiveness and Power Prices

    (08:10) - Energy Policy and Grid Reliability

    (18:31) - Labor Market and Automation Challenges

    (22:31) - Global Competitiveness and Future Outlook

    (35:45) - Global Capital Flows and Economic Risks

    (38:05) - The Role of Stable Coins and Agriculture Insights

    (38:54) - Challenges and Opportunities in Agriculture

    (43:50) - Bitcoin and Digital Assets Discussion

    (51:19) - Investment Strategies and Market Outlook

    (56:23) - Policy Impacts and Future Concerns

    --

    Referenced in the Show:

    https://www.pineconemacro.com/

    --

    Jacob Shapiro Site: jacobshapiro.com

    Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

    Jacob Twitter: x.com/JacobShap

    Jacob 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.

    --


    Youth Against Government Sep 22, 2025
    Show notes

    Jacob steps away from his usual roster of experts to bring listeners a first-person account from Kathmandu. Law student and human rights scholar Prasansha Rimal reflects on Nepal’s fragile democracy, its youth-led protests, and the deeper frustration with corruption and stagnant politics. She describes how social media both sparked dissent and revealed inequality, while broader grievances fueled unrest. Jacob underscores the courage of her testimony, noting that her perspective adds invaluable, if subjective, insight into Nepal’s ongoing political transformation

    --

    Timestamps:

    (00:00) - Introduction and Podcast Overview

    (03:21) - Introducing Prasansha Rimal

    (06:04) - Nepal's Political Landscape and Youth Protests

    (15:11) - Economic Challenges and Social Media's Role

    (26:25) - Geopolitical Context: Nepal Between China and India

    (42:01) - Future Hopes and Reflections

    (45:29) - Final Thoughts

    --

    Referenced in the Show:

    --

    Jacob Shapiro Site: jacobshapiro.com

    Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

    Jacob Twitter: x.com/JacobShap

    Jacob 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.

    --


    “Bitcoin is a Miracle” Sep 19, 2025
    Show notes

    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, questioning whether today’s mix of political volatility, speculative fervor, and rapid technological change echoes past cycles of boom and fracture. Alongside Rob’s market perspective, he explores AI’s slowdown, labor shortages, and the looming electricity crunch, before pulling the discussion toward deeper questions of resilience, innovation, and Bitcoin’s place in geopolitics.

    --

    Timestamps:

    (00:00) - Introduction and Welcome

    (00:37) - Catching Up with Rob

    (01:12) - Geopolitical and Market Overview

    (02:16) - Market Sentiment and Fundamentals

    (07:24) - Historical Comparisons and Economic Patterns

    (10:59) - Challenges in the Current Market

    (18:48) - CapEx Cycles and Future Projections

    (31:32) - Energy Infrastructure and Grid Issues

    (39:56) - Questioning the Centralized Grid

    (40:46) - Geopolitics and Energy Access

    (41:37) - Historical Parallels and Government Intervention

    (43:20) - The Future of Energy Consumption

    (48:25) - AI Adoption and Market Expectations

    (58:30) - Bitcoin and Geopolitical Shifts

    --

    Referenced in the Show:

    --

    Jacob Shapiro Site: jacobshapiro.com

    Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

    Jacob Twitter: x.com/JacobShap

    Jacob 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.

    --


    Deterrence by Punishment Sep 15, 2025
    Show notes

    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, deterrence has failed, pushing debate toward a “politics of punishment.” Bartosiak outlines the fracturing of NATO credibility, the rise of an Intermarium bloc from the Baltics to Turkey, and Ukraine’s surprising military innovations. Together, they explore how Poland, Ukraine, and regional allies may reshape Europe’s security landscape amid U.S. retreat.

    --

    Timestamps:

    (00:00) - Introduction and Guest Introduction

    (00:22) - Current Geopolitical Tensions in Poland

    (01:07) - Historical Context: The Intermarium Concept

    (02:04) - Polish Perspective on Western Media

    (02:58) - Russian Drone Incursion into Poland

    (05:41) - Poland's Strategic Debate and NATO's Role

    (10:40) - Ukraine's Military and Strategic Position

    (14:21 US-European Relations and Trump's Policies

    (24:55) - Future of NATO and Eastern European Alliances

    (27:43) - Geopolitical Tensions in Eastern Europe

    (28:35) - NATO's Role and Perceived Weakness

    (29:43) - Poland's Strategic Position and Military Capabilities

    (31:42) - Putin's Miscalculations and Regional Dynamics

    (33:48) - Historical Context and Turkey's Role

    (36:48) - China's Influence and Future Scenarios

    (48:06) - Belarus and the Future of Eastern Europe

    (51:39) - Concluding Thoughts on Regional Stability

    --

    Referenced in the Show:

    Strategy and Future - https://patronite.pl/p/strategy-and-future/

    --

    Jacob Shapiro Site: jacobshapiro.com

    Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

    Jacob Twitter: x.com/JacobShap

    Jacob 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.

    --


    Soft Dictatorship, Big Tariffs Sep 09, 2025
    Show notes

    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 relations, debating whether the region is part of a declining American empire and how leaders like Claudia Sheinbaum and Lula navigate Washington’s shifting policies. Their discussion ranges from Brazil’s geopolitical role to Venezuela’s fragility, highlighting the Latin Americanization of U.S. politics and the uncertain trajectory of American power

    --

    Timestamps:

    (00:00) - Intro & Personal Update

    (00:59) - Elohim and Conversando de Política

    (02:46) - Discussion on US-Latin America Relations

    (03:51) - The Decline of the American Empire

    (19:58) - Brazil's Role in Latin America

    (38:01) - US Foreign Policy Contradictions

    (38:58) - Historical Context of US Alliances

    (39:36) - China's Strategic Interests

    (39:52) - US Transactional Relationships

    (41:04) - Latin America's Shift Towards China

    (41:58) - Colombia's Balancing Act

    (43:27) - Peru's Growing Chinese Influence

    (45:45) - US-Latin America Relations: A Historical Perspective

    (47:45) - The Latin Americanization of US Politics

    (51:17) - Soft Dictatorships and Media Relations

    (01:00:07) - US Military Actions in Latin America

    (01:06:10) - The Future of US-Latin America Relations

    --

    Referenced in the Show:

    Elohim's Podcast - https://www.conversandodepolitica.com/

    --

    Jacob Shapiro Site: jacobshapiro.com

    Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

    Jacob Twitter: x.com/JacobShap

    Jacob 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.

    --


    Pissing in the Public Pool Aug 08, 2025
    Show notes

    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 fragility of public statistical institutions in a polarized, AI-saturated world. The conversation spans historical context, philosophical takes on truth and data, and the coming war for proprietary information. They close with a baffling shift in U.S.-India trade policy—and a call for help understanding what the hell is going on.

    --

    Timestamps:

    (00:00) - Introduction

    (00:44) - Employment Data

    (02:42) - Trump's Reaction and Bureau of Labor Statistics

    (05:07) - Challenges in Measuring Employment

    (12:24) - Historical Context and Political Interference

    (21:06) - Impact of Data Quality on AI and Public Trust

    (27:29) - Speculation on the Future of Data Commoditization

    (29:02) - The Decline of Respect for Objective Data

    (31:01) - Historical Perspectives on Data and Statistics

    (32:36) - The French Example of Data Collection and Secularism

    (34:05) - The Impact of AI on Information and Truth

    (36:35) - The Value of Proprietary Information in the Age of AI

    (44:36) - Historical Parallels and the Power of Information

    (49:43) - US-India Trade Relations and Geopolitical Strategy

    (56:03) - Conclusion and Final Thoughts

    --

    Jacob Shapiro Site: jacobshapiro.com

    Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

    Jacob Twitter: x.com/JacobShap

    Jacob 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.

    --


    Fiscal Reality and Financial Repression Jul 29, 2025
    Show notes

    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 could upend white-collar industries, but he and Luke agreed that intuition and discerning quality data points remain critical. They dug into Europe’s strategic weaknesses, the U.S.-China rivalry, and vulnerabilities in supply chains like rare earths. On the U.S. fiscal front, Luke argued that the government must financially repress bondholders, with stablecoins potentially becoming a tool for yield curve control. They closed with a look at Bitcoin’s growing role as a “neutral reserve asset.”

    --

    Timestamps:

    (00:00) - Introduction

    (01:17) - The Impact of AI on Research and Content Creation

    (05:18) - Economic Predictions and Intuitive Analysis

    (11:38) - Concerns About AI and Future Job Markets

    (16:45) - Geopolitical Surprises and Strategic Incompetence

    (23:14) - US-China Relations and Rare Earth Vulnerabilities

    (30:14) - Fiscal and Monetary Health of the United States

    (27:00) - US-China Relations Again

    (31:09) - Restructuring Debt and Inflation Concerns

    (32:17) - Housing Market and Inflation Dynamics

    (33:45) - Economic Policies and Market Reactions

    (38:57) - Stable Coins and US Fiscal Strategy

    (50:30) - Bitcoin as a Reserve Asset

    (01:00:18) - Investment Advice and Final Thoughts

    --

    Jacob Shapiro Site: jacobshapiro.com

    Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

    Jacob Twitter: x.com/JacobShap

    Jacob 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.

    --


    The White Nationalist Social Democracy Jul 18, 2025
    Show notes

    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, characterizing Trump-era actions as part of a broader counter-revolutionary, oligarchic project. Van critiques both major U.S. parties and highlights the risk of diversionary wars as legitimacy crises grow. They explore the geopolitics of Iran, Israel, and China, and conclude with insights on North Korea and potential U.S. troop withdrawal from South Korea, outlining a rare “win-win-win” scenario for all parties on the Korean Peninsula.

    --

    Timestamps:

    (00:00) - Introduction

    (04:52) - Discussion on US Power and Global Politics

    (08:30) - Middle East Policy and US-Israel Relations

    (16:30) - Defining Fascism and White Nationalism

    (23:32) - Trump's Base and Political Dynamics

    (30:07) - Potential Diversionary Conflicts and Foreign Policy

    (35:19) - The Inevitability of War with China

    (35:52) - China's Strategic Interests in Taiwan and the South China Sea

    (36:49) - The Role of Allies in US-China Relations

    (38:25) - The Controversy Over Arming Allies

    (40:57) - Trump's Foreign Policy and Its Impact on Alliances

    (42:56) - Japan and South Korea's Dilemma

    (46:42) - The Future of US Hegemony and Global Alliances

    (51:01) - The Role of the Democratic Party in US Politics

    (58:52) - North Korea's Nuclear Deterrent and US Relations

    (01:05:15) - Potential US Troop Withdrawal from South Korea

    (01:08:49) - Conclusion and Final Thoughts

    --

    Jacob Shapiro Site: jacobshapiro.com

    Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

    Jacob Twitter: x.com/JacobShap

    Jacob 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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