Carles Puyol
FC Barcelona Captain (2004–2014) | 21-Time Major Trophy Winner | World Cup & Euro Champion with Spain | LaLiga, UEFA & FIFA Ambassador
Geopolitical Analyst & Director of Research, The Bespoke Group | Co-Founder, Geopolitical Futures | Oxford & Cornell
Jacob Shapiro makes geopolitics legible for the people who have to act on it. A trained analyst who has worked at the intersection of intelligence, investment strategy, and corporate risk for over a decade, he translates the fractures reshaping the global order — multipolarity, trade fragmentation, US-China rivalry — into decisions executives and investors can actually make.
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Jacob Shapiro is one of the most sought-after geopolitical analysts working today — a rigorous, independent thinker whose career spans intelligence analysis, investment strategy, and corporate consulting. He earned a master’s degree with distinction from Oxford University and a bachelor’s degree in Near Eastern Studies from Cornell University, laying an academic foundation that underpins his ability to analyze complex political systems with precision and depth. He currently serves as Director of Research at The Bespoke Group, a U.S.-based wealth strategy firm that applies generational thinking to the preservation and growth of family wealth in an increasingly volatile world.
Shapiro’s professional formation began at Stratfor, the geopolitical intelligence firm, where he served as Director of the Operations Center — an environment that trained him to assess political risk with the analytical discipline of an intelligence professional. He subsequently co-founded Geopolitical Futures alongside legendary strategist George Friedman, serving as Director of Analysis and helping build one of the most respected independent geopolitical research platforms in the world. He later founded Perch Perspectives, a consulting firm that applied geopolitical frameworks directly to corporate strategy for multinational clients.
The issues Shapiro has spent his career studying — the erosion of U.S. unipolar dominance, the restructuring of global trade and supply chains, the US-China technology rivalry, and the return of great-power competition — are now the defining strategic questions of our time. His Global Situation Report, a weekly intelligence brief, is read by executives, investors, and policymakers across industries including finance, agriculture, energy, and logistics. He also hosts a podcast featuring interviews with leading foreign policy and technology thinkers, and has appeared across major print and broadcast media as a trusted voice on international affairs. His average audience rating in 2025 stood at 4.8 out of 5 — a reflection of both his analytical precision and his rare ability to hold a room.
As a global affairs speaker, Jacob Shapiro delivers what most geopolitical analysts cannot: a presentation that is simultaneously rigorous, accessible, and immediately actionable. Every engagement is built from scratch around the audience’s industry and strategic concerns — whether that’s a financial firm navigating capital flows in a deglobalizing world, an agricultural company rethinking export assumptions, or a tech company mapping the semiconductor landscape against US-China tensions. Attendees consistently leave with a new framework for decision-making in an era where geopolitics has moved from background noise to front-page risk.
The era of unchallenged U.S. dominance is over. In this keynote, Shapiro maps the tectonic forces reshaping the international order — the rise of rival power centers, the fragmentation of global alliances, and the end of the assumptions that underpinned decades of globalization. More importantly, he gives audiences a practical framework for operating in this environment: how to read political signals, where the real risks lie, and how leading organizations are repositioning for a world defined by strategic competition rather than open-market cooperation.
Technology has become the primary battleground in the rivalry between the United States and China — and the consequences extend far beyond Silicon Valley and Zhongguancun. From semiconductors and AI to cloud infrastructure and rare earth materials, Shapiro traces the fault lines of this competition and explains what they mean for supply chains, investment strategy, and corporate risk in every industry. This is not a talk about politics — it is a briefing on the structural forces that will shape market access, capital flows, and competitive advantage for the next generation.
For decades, global supply chains were optimized for efficiency. Now they are being rebuilt around security, sovereignty, and strategic trust — and the process is messy, expensive, and full of risk. Drawing on his work with executives across agriculture, energy, manufacturing, and logistics, Shapiro delivers a grounded, sector-specific analysis of where supply chains are breaking, where they are being rebuilt, and what organizations need to understand to stay ahead of the disruption rather than react to it.
Shapiro's signature forward-looking keynote, customized for each audience. Using a structured scenario framework drawn from intelligence analysis methodology, he walks through the most consequential geopolitical developments likely to unfold over the coming years — and their concrete implications for the industries represented in the room. This is the talk that event organizers request again and again: rigorous enough to challenge senior executives, accessible enough to be immediately useful, and specific enough to feel like it was written for this audience — because it was.
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