The Cartel Math Isn't Mathing

Podcast: The Jacob Shapiro Podcast · Jacob Shapiro

Opublikowano: 2026-06-22

Jacob Shapiro sits down with Victor Hernandez, a Mexican national security analyst, to stress-test his own optimism about Mexico. Hernandez argues the army now runs eight ministries' budgets, can't out-spy the cartels, and may face limited US drone strikes Mexico has no way to resist. El Mencho's death looks more like an ambush than a victory. Nearshoring pencils out on a spreadsheet - until corruption and parallel taxation eat the margin. A bracing case for what happens if Jacob's wrong. -- Timestamps: (00:00) - Intro and Framing (01:29) - Meet Victor Hernandez <...