“We are not living through the end of the world. We are living through a transition from one global order to another, and that is uncomfortable.”
Geopolitics can feel like an endless scroll of crises, but our Strategic Partner and Geopolitical Advisor Jacob Shapiro focuses on what actually matters for investors: using geopolitics as a method to understand how states behave and to decide where you and your capital should be over the next decade, not the next quarter. This conversation explores why our brains overreact to bad news, how today’s disorder fits into a longer pattern of shifting eras, and why Jacob centers his work with families on three forces that will shape the next ten to fifteen years: the move from a US dominated world to a more multipolar one, a major energy transition, and a new wave of technological change across the real economy.
ABOUT THE GUEST
Jacob Shapiro is a geopolitical analyst who advises families, investors, and corporations on navigating global uncertainty to build and preserve generational wealth. His approach blends rigorous analysis with deep confidence in human agency and the transformative power of new ideas.
A recognized thought leader, Jacob speaks globally on geopolitics, markets, and supply chains, briefing executives across sectors like finance, energy, and agriculture. He also hosts The Jacob Shapiro Podcast, which features interviews with subject matter experts across fields.
Jacob holds a master’s degree with distinction from Oxford and a BA in Near Eastern Studies from Cornell. Based in New Orleans with his wife and two daughters, Jacob is either tweeting at 4 a.m. about the latest international developments or commodities prices—or channeling his inner Larry Bird on a nearby basketball court during a pickup game.
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