{"podcast":{"title":"The Jacob Shapiro Podcast","slug":"the-jacob-shapiro-podcast-5326035","podcast_index_feed_id":5326035,"rss_url":"https://feeds.captivate.fm/jacob-shapiro/","website_url":"https://www.jacobshapiro.com","image_url":"https://artwork.captivate.fm/b9153f19-90a0-43d3-bd17-554c3a800780/hOlXRn8A0JZIW_T_d93mt16u.png","author":"Jacob Shapiro","episode_count":350,"summary":"Hosted by Jacob Shapiro, the Jacob Shapiro Podcast is long-form exploration of geopolitics, markets, crypto, agriculture, macro-finance, commodities, ForEx, and much much more! Tune in biweekly for interviews with experts across the globe, and weekly for roundups of global financial and geopolitical events!","last_synced_at":"2026-07-31T22:18:10.564697+00:00","page_url":"https://stenobird.com/podcast/the-jacob-shapiro-podcast-5326035"},"episode":{"title":"The View From Delhi","slug":"the-view-from-delhi","published_at":"2026-04-03T12:30:00+00:00","page_url":"https://stenobird.com/podcast/the-jacob-shapiro-podcast-5326035/the-view-from-delhi","show_page_url":"https://stenobird.com/podcast/the-jacob-shapiro-podcast-5326035","url":"https://jacobshapiro.com/podcasts/the-view-from-delhi","audio_url":"https://episodes.captivate.fm/episode/e502e55a-9a33-4e48-9f58-d4e57bdd4346.mp3","summary":"Kabir Taneja, Executive Director of the Observer Research Foundation Middle East, joins the podcast for an Indian perspective on the US-Israel conflict with Iran. Jacob and Kabir discuss how ordinary Indians are feeling the economic anxiety of potential energy shortages, India's long-standing policy of non-alignment in the Middle East, its deep ties with Gulf states, and why any lasting regional resolution will ultimately require Iran's security buy-in. -- Timestamps: (00:00) - Welcome (00:57) - Global Economy Worries (01:40) - Meet Kabir Taneja (02:02) - ORF Middle East Explained (03:26) - Why Dubai Matters (04:14) - India View on War (06:46) - Economic Fallout at Home (08:56) - Politics and Nonalignment (11:40) - Cooking Gas Stove Detour (12:51) - What Can India Do (13:55) - Energy Dependence Reality (15:01) - Iran Ties and JCPOA (18:25) - Trump Exit and Trust (24:58) - China Perception and Border (27:12) - Galwan Shifts Public Mood (28:36) - Russia As China Counterweight (29:28) - China Benefits From Gulf War (30:51) - Pakistan Diplomatic Surge (32:46) - Islamabad Reenters Washington (34:54) - Pakistan Security Leverage (37:21) - Asymmetric War Lessons (39:23) - India Pakistan Conventional Focus (42:10) - Iranian Frigate And US India Ties (44:56) - India Best Case Strait Outcome (49:28) - Gulf Partnerships And Multipolarity (54:48) - Closing Thanks And Signoff -- Referenced in the Show: Kabir Taneja - https://www.orfonline.org/people-expert/kabir-taneja -- 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 -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a spe…","meta_description":"Kabir Taneja, Executive Director of the Observer Research Foundation Middle East, joins the podcast for an Indian perspective on the US-Israel conflict wi…","key_points":[],"chapters":[],"topics":[],"duration_seconds":3358,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/the-jacob-shapiro-podcast-5326035/episodes/the-view-from-delhi/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-jacob-shapiro-podcast-5326035/the-view-from-delhi.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}