Rabbit Season, Duck Season

Inside you are two wolves. One (Michael Every) looks at Washington and sees a plan. The other (Jacob) looks at the same info and sees chaos. Somewhere north of both is the sovereign nation of Canada - a country discovering what it actually costs to step away from Washington and forge out on its own. Is Carney brave or delusional? Does scale decide everything? When the polite fictions come down, what's left holding any of this together? Tune in for a real disagreement between people who like each other, both wolves get fed.

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Timestamps:

(00:00) - Welcome and Setup

(00:10) - Meet Michael Every

(02:39) - Why This Debate

(04:03) - Canada Opening Salvo

(06:07) - Every on Strategy

(10:15) - Canada EU China Options

(16:20) - Sovereignty and Pain

(21:44) - Defense Reality Check

(27:15) - US Threat vs Russia

(31:07) - US Security Red Lines

(34:21) - Polling Turns on Canada

(35:10) - Tariffs Without Strategy

(35:41) - Japan and Korea Pushback

(37:23) - Supply Chains Still China

(37:48) - Defining Real Statecraft

(38:18) - Macro Strategy Defense

(41:36) - Tariffs and Dollar Overreach

(43:53) - Trial and Error Governance

(45:17) - Geopolitical Plays Venezuela Iran

(48:06) - What Actually Comes Back

(51:52) - Work Culture and Foundry Schools

(52:55) - Rebuilding the Whole System

(57:21) - Fear Moments and Next Steps

(01:00:26) - Stablecoins and New Finance

(01:02:26) - Scale Matters Canada vs US

(01:03:15) - Closing and Where to Follow

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Referenced in the Show:

Michael Every - https://www.rabobank.com/knowledge/our-experts/011085368/michael-every

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Jacob Shapiro Site: jacobshapiro.com

Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

Jacob Twitter: x.com/JacobShap

Jacob Shapiro Substack: jashap.substack.com/subscribe

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The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com

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Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.

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