Jacob Shapiro

The Iran War is Accelerating the End of Globalism | Jacob Shapiro

Preview:Jacob Shapiro argues the Iran conflict is less about battlefield dynamics than about shipping through the Strait of Hormuz, physical supply shortages, and the acceleration of deglobalization. He frames the war as a stress test for global supply chains, with oil important but not the only or even biggest concern; LNG, fertilizers, petrochemicals, and downstream inputs may matter more over time.

Jacob Shapiro: The Iran War Gives Putin a Lifeline, Will It Last?

Preview:Jacob Shapiro argues the Iran war is a short-term relief valve for Putin because higher oil prices and waivers ease pressure on Russia, but he thinks it does not alter Russia’s long-run decline and may even leave a more dangerous regime-risk scenario if chaos ever replaces Putin. He also sees Europe as more likely to re-arm and integrate around France and Germany than to split apart, though EU fragmentation remains a possible outlier risk.

Jacob Shapiro: Trump Has Two Weeks to End This War

Preview:Jacob Shapiro argues the Iran war could create weeks of energy-market disruption and a broader risk reset, but not a permanent rerouting of global supply chains. His bigger point is structural: the world is moving toward fractured, multipolar commodity and alliance blocs, with higher volatility, more export controls, and more political risk for the Gulf, China, and U.S. domestic politics.

Market Recap: Insights From Gerald Celente, Robert Quartermain, Jacob Shapiro, & Chris Casey

Preview:This is a multi-speaker Wealthion market recap centered on gold, silver, AI, geopolitics, Canada/US relations, debt, and Fed policy. Gerald Celente is the most forceful voice, arguing that AI is overhyped, China will dominate it, gold is entering a major secular re-rating, and geopolitical conflict plus debt monetization are pushing investors toward hard assets. Jacob Shapiro provides the more measured counterweight, emphasizing that markets and companies can adapt to tariffs but not to chronic uncertainty, and that Canada’s recent pivot toward China/Qatar is a sign of broader international fragmentation. Robert Quartermain largely reinforces the precious-metals bullish case with central bank buying, treasury skepticism, and mining as a structural beneficiary. Chris Casey is the pragmatic allocator, warning about long bonds, fiscal solvency, and the likelihood that the Fed will eventually return to money printing.

Jacob Shapiro: "Sell America" Is Real—Canada Breaks Away, NATO at Risk & the Shift to Multipolarity

Preview:Jacob Shapiro argues that the world is moving toward multipolarity, and that the biggest market and geopolitical shifts are Canada’s strategic break with the U.S., the real but gradual "sell America" trade, and rising pressure on NATO if Greenland becomes a military flashpoint.

Market Recap: Insights From Marko Papic, Jacob Shapiro, Jonathan Wellum, Steven Feldman & Marc Faber

Preview:This Wealthion market recap is a broad, multi-guest discussion arguing that the old passive, US-only playbook is breaking down in a more multipolar world. Jacob Shapiro and Marco Papic are the clearest macro voices: both see geopolitics, sovereignty, energy transition, and industrial policy as investable themes, with Latin America, Canada, Mexico, Chile, Brazil, and parts of Europe singled out as beneficiaries. Jonathan Wellum then shifts the conversation toward valuation discipline, saying the big AI/mega-cap names are expensive, but that investors can still participate through infrastructure, energy, royalty companies, insurance, and selected software and industrial names. The second half turns more explicitly bearish on the structure of the US economy and financial system. The speakers argue that fiscal deficits, not the Fed, are driving the economy; that monetary policy has become less effective because of debt; and that inflation may be tolerated because it helps manage the debt burden. Marc Faber adds a strong warning that markets are complacent, asset prices are stretched, and that investors should consider diversification across gold, bonds, cash, and non-dollar assets rather than relying on tech-heavy US portfolios. The tone is opinionated and thematic rather than data-heavy, with a recurring message that geopolitics, valuation, and capital allocation matter more now than they did during the last 30 years of globalization.

Venezuela, Trump & the New Multipolar World: What Markets Are Missing

Preview:Marco Papic and Jacob Shapiro argue the Venezuela operation is less about oil than about a broader U.S. shift toward hemispheric retrenchment and resource nationalism. They think the immediate market reaction is not lower oil, but a rising geopolitical premium—especially for industrial metals, commodities, and countries in the Americas that could benefit from nearshoring and U.S. focus closer to home.

Geopolitical Threats Investors are Missing | With Jacob Shapiro & Dee Smith

Preview:Maggie Lake frames the episode around geopolitics and asks whether investors are underpricing a more fractured global system. Jacob Shapiro argues the Ukraine drone strike on Russian air bases showed how cheap drone warfare can upend military assumptions, expose legacy defense procurement, and even alter commerce and supply-chain security. He then ties that same disruption to trade, alliances, debt, the dollar, and investor positioning, while stressing that the U.S. is not collapsing—just making damaging “own goals.”

Jacob Shapiro: "If You Want to Use the Protectionist Playbook, You Have to Support US Industry"

Preview:Maggie Lake interviews Jacob Shapiro about the market implications of tariffs, Fed uncertainty, Europe’s response, China’s domestic setup, Brazil, Ukraine/Russia, and the Middle East. Shapiro argues the market is being asked to price an unusually uncertain policy mix: tariff rollouts are tactically unclear, the Fed is boxed in by potential stagflation, and the biggest medium-term signal may be whether Europe, especially Germany and France, actually converts crisis into real fiscal and defense integration.

China's DeepSeek Torpedoes US Tech Stocks | With Jacob Shapiro