The Jacob Shapiro Podcast

This chat features Peter Harrell, a Yale-trained lawyer and former Biden administration official with deep insights into trade policy. They dive into the Supreme Court's pivotal hearing on tariff legality, discussing the 1977 emergency powers statute that underpins Trump’s tariffs. Peter explains the implications of the IEPA case, the potential economic fallout, and how small businesses might be affected. They also explore the future of U.S. trade relations, particularly with Canada and implications for global power dynamics.

In this engaging discussion, Jeffrey Robertson, an associate professor of diplomacy at Yonsei University and expert on North Asia, illuminates South Korea's geopolitical dance among major powers. He explores South Korea's pragmatic approaches to US relations, keeping the alliance transactional. Robertson discusses the nation's unique stance on nuclear weapons and provides insights on the complex dynamics with North Korea. He also highlights the economic potential of unification, while addressing South Korea's demographic challenges and evolving policy adaptations.

Joining the discussion is Elohim Monard, a seasoned Latin America analyst and podcaster specializing in Venezuelan affairs. They dive into the implications of U.S. military movements near Venezuela, exploring how internal U.S. politics shape foreign policy decisions. Elohim highlights the growing influence of hard-right movements in Latin America, drawing parallels to U.S. actions and strategies. The conversation also touches on China's geopolitical role, regional security models, and a potential shift toward a right-wing international reshaping the Americas.

The discussion dives into Brazil's PIX payment system and its potential threat to U.S. credit card profits. They explore the geopolitical tension arising from the U.S.'s investigation into PIX and its implications for U.S.-Brazil relations. Privacy concerns linked to central bank control are also examined. As U.S. tariffs take a toll, Brazilian nationalism surges, complicating the political landscape. Among other topics, they analyze the effects of U.S. military presence in the Caribbean and how rising cocaine production influences regional dynamics.

In this discussion, Tobias Harris, an analyst of Japanese politics and author, dives into Japan's recent surprising election, marking the rise of the country's first female prime minister, Takahichi. They explore political fragmentation, coalition dynamics, and significant policy challenges ahead, such as national security and economic strategies. Harris emphasizes the implications of high public approval amid Japan's pressing economic issues, and the delicate balancing act required in foreign relations with China and South Korea.

Rob Larrity, a market commentator with expertise in macroeconomics and precious metals, dives into the current financial landscape. He discusses why gold prices are soaring, driven by central bank buying and cautionary ETF flows. Rob also explores the volatility in private equity, warning of liquidity crises and desperate fundraising. The conversation covers the speculative bubble in data centers, AI infrastructure's overcapacity, and rising coffee prices due to tariffs and weather issues, providing a comprehensive overview of today's economic uncertainties.

Join Matt McClintock, founder of the Bespoke Group and Bitcoin sovereignty expert, as he revolutionizes the understanding of Bitcoin’s role in today’s geopolitical landscape. They discuss Bitcoin's evolution from a mere digital currency to a tool of personal freedom, especially in oppressive regimes. Delve into why Bitcoin is deemed 'freedom money,' the tension between personal sovereignty and state control, and the importance of legal compliance for Bitcoin holders. With insights on the future of fiat and cryptocurrency, this conversation is both enlightening and provocative.

In a compelling discussion, Matt Pines, Executive Director of the Bitcoin Policy Institute, dives into the rapidly evolving intersections of Bitcoin, AI, and geopolitical dynamics. He highlights how technological shifts are outpacing current frameworks, amplifying strains on U.S. infrastructure. Pines examines the emergence of politically charged 'techno-feudal' elites and the implications for national security and economic stability. He also reflects on Bitcoin’s role as a strategic asset in the face of rising challenges from China’s infrastructure ambitions.

Chase Taylor, a macro researcher and founder of Pinecone Macro, joins for a deep dive into U.S. competitiveness. They discuss the critical impact of electricity costs and labor quality over factors like tariffs. The conversation covers the fragility of the power grid, rising energy demands, and labor shortages alongside the increasing role of automation. Insights into global capital flows, agriculture policies, and the potential of bitcoin round out their analysis as they explore how these elements could reshape America's economic future.

Prasansha Rimal, a law graduate and master's student in human rights from Kathmandu, shares her insights on Nepal's tumultuous political landscape. She recounts the youth-led protests ignited by frustrations over corruption and economic inequality, emphasizing how social media played a crucial role in rallying support. Prasansha discusses the complexities of Nepal's geopolitical position between India and China, while expressing hope for a more accountable and inclusive future in governance, driven by a new generation eager for change.