The United States’ approach to agricultural trade has taken an interesting twist, as U.S. tariffs on Brazilian production and shifting political alliances are redrawing the map for global commodity flows. In this episode of Frontlines, geopolitical analyst Jacob Shapiro of Bespoke Group joins RealAg Radio host Shaun Haney to unpack the latest developments shaking up... Read More
Category: Frontlines
As geopolitical headlines swirl, one reality persists: the war in Ukraine grinds on—and it’s not flashy summits or rhetorical gestures that will shape its outcome. In the latest Frontlines episode, Shaun Haney of RealAgriculture is joined by Jacob Shapiro of The Bespoke Group to unpack the recent Alaska meeting between Donald Trump and Vladimir Putin,... Read More
On this episode of Frontlines, host Shaun Haney and Jacob Shapiro of the Bespoke Group dig into the global power plays currently rippling through agriculture and commodity markets. From China’s political manoeuvring to the long game of trade wars, this episode is packed with context for anyone watching market signals. Here’s what you’ll hear: China’s... Read More
In this episode of Frontlines, Shaun Haney of RealAgriculture and Jacob Shapiro of the Bespoke Group navigate a whirlwind of geopolitical developments—from US-China trade gestures and Iran-Israel brinkmanship, to a game-changing drone strike in Russia. As always, they separate noise from signal and offer perspective for what matters next. In the video above or the... Read More
As geopolitical tensions ripple across continents, Canada finds itself increasingly impacted by events well beyond its borders—from a shifting U.S. foreign policy to renewed conflict in South Asia. In this episode of Frontlines, RealAgriculture’s Shaun Haney and Jacob Shapiro, director of research at Bespoke Group, unpack how current global events are reshaping Canadian trade, politics,... Read More
Even before today's Ukraine/U.S. meeting in the Oval Office, geopolitical positions are shifting at an alarming pace. Are countries ready for the full impact of Donald Trump's trade and diplomatic policies? To begin to unpack the changes both domestically and internationally, Jacob Shapiro of Bespoke Group and Shaun Haney sit down for another episode of... Read More
When it comes to the geopolitical implications of this second Trump presidency, perhaps no one could have predicted the shift from protectionist to imperialist—but here we are, says Jacob Shapiro with Cognitive Investments. Shapiro says that not since 35th president William McKinley has the U.S. seen a president so keen on "taking" places the U.S.... Read More
In a world where a laptop or cellphone usually travels thousands of miles before it's used, what does it mean to trade when electronic devices are made to explode en masse? Jacob Shapiro, head of geopolitical and macro research for Bespoke Group, isn't exaggerating when he likens this week's electronic-based attack in Lebanon as a... Read More
Welcome to Frontlines: Geopolitics affecting agriculture with Jacob Shapiro of Cognitive Investments and Shaun Haney! On this podcast episode, Shapiro unpacks the results of this week's Mexican presidential election. Shapiro says that electing Claudia Sheinbaum as its president-elect is a net positive for the country, but potentially negative for Canadian and American agricultural producers, as... Read More
Jacob Shapiro of Cognitive Investments is back for another episode of Frontlines. Joining host Shaun Haney, Shapiro delves into the complex dynamics of current Middle Eastern geopolitics which continues to find increased escalation among a broader set of countries. When it comes to the Middle East it is difficult to gain a full understanding of... Read More