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Geopolitical Cousins

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Geopolitical Cousins

Jacob Shapiro & Marko Papic

The Esprit de Corps of Buc-ees

June 27, 2026 5:45am 1:08

Drones aren't a technological revolution - they're a pain-tolerance equalizer, letting Ukraine strike refineries deep inside a country that never planned to defend them. Jacob and Marko trace the defender's-advantage pat...

The Serfs Will Have Drones

June 22, 2026 6:15am 1:36

Cousins hits the road for its first-ever in-person episode, recorded at Matt Gertken's home in Taos, New Mexico! Jacob, Marko, and Matt dig into the brewing standoff between Anthropic and the US government over export co...

The Most Important Of All Unimportant Forecasts

June 10, 2026 7:00am 1:13

World Cup Time!!!!!!! Robert Tipper and Juan Correa are our guests. --Timestamps:(00:00) - Secret Forecast Origins(01:23) - Meet The Authors(03:02) - Juan Football Roots(07:41) - Marco World Cup Memories(10:07) - Robert ...

The Second Derivative

June 01, 2026 12:45pm 1:33

The Strait of Hormuz is running out of runway - and so is the Trump administration's room to maneuver... The cousins unpack why oil inventories are the real ammunition in the Iran standoff, why markets keep hitting all-t...

Forty Meters Under Fordow

May 27, 2026 9:30am 1:32

Jacob and Marko dive straight into the Iran-US ceasefire negotiations (airstrikes are hitting Iranian ships and missile sites as I type) - dissecting domestic political constraints on both sides, the Strait of Hormuz's d...

TVI26: C***** Goes #1

May 22, 2026 7:00am 1:16

Trade Value Index 2026 Part 3!Okay, okay... Here's the FULL list -> https://tinyurl.com/gctvi26 --Timestamps:(00:00) - Welcome Back and Housekeeping(01:37) - Netanyahu Reconsidered(03:07) - Trump Iran War and Tariffs(05:...

TVI26: Jinping Rising

May 22, 2026 6:45am 48 min

2026 Trade Values P2 :)--Timestamps:(00:00) - Welcome(00:42) - Part Two Setup(02:31) - Lula at Fifteen(05:17) - Macron Debate(09:57) - Noboa and Ecuador Crime(11:47) - Uzbekistan Rising(13:28) - Uzbek Reforms Deep Dive(1...

TVI26: Benchwarmers

May 22, 2026 6:30am 1:42

The Trade Value Index is back!!!!!!! Part 1.--Timestamps:(00:00) - Housekeeping(00:47) - Why We Love Rankings(02:15) - Trade Value Rules Explained(06:59) - How We Score Leaders(08:29) - What Trade Value Means(11:03) - La...

A Soybean faux-détente

May 15, 2026 1:30pm 1:28

Trump and Xi shook hands in Beijing, and yes, the soccer mom in all of us should appreciate that two nuclear superpowers are behaving like adults. But let's not kid ourselves :) soybeans and Boeing orders don't a détente...

China Just Doesn't Care

May 05, 2026 12:00am 1:17

The lads turn an unscripted session into a sharp diagnosis of the US-China relationship amid the Strait of Hormuz crisis. They debate whether China is strategically patient or simply indifferent - and what its silence me...

Cousins After Dark

April 30, 2026 7:15am 1:17

Recorded late at night from New Orleans and Montreal, Jacob and Marko dig into the Iran-Hormuz standoff as oil prices climb and the ceasefire holds... for now. They debate who bears the blame, whether China's patience ha...

The Supply Hole

April 24, 2026 5:00am 1:30

Oil analyst Rory Johnston joins Jacob and Marko to break down why energy experts are alarmed by the Strait of Hormuz closure while markets remain at an all time high. Like wtf. Rory explains the 13 million barrel-per-day...

Strategic Vibe Reserves

April 21, 2026 11:00am 1:21

China isn't losing the energy war with America, it's not even flinching. Jacob and Marko break down why the "choke China's oil" thesis is economically illiterate, why the US and China actually want the same thing (cheap ...

Bombing for Peace

April 18, 2026 3:30pm 1:26

Marko and Jacob dig into the Iran ceasefire - is it real, or theater? Marko argues Trump's bombing campaign materially set back Iran's nuclear program, making even a JCPOA-style deal a net win. They also cover the erosio...

Taco Tuesday

April 09, 2026 7:00am 1:15

Marko is unbothered by ceasefire hand-wringing. He argues the Strait of Hormuz traffic was already recovering before any deal — because Iran is rationally cashing in through a tolling mechanism, not risking its leverage....

The Spice Must Flow!

April 01, 2026 7:30pm 1:18

We recorded this pre-speech episode earlier today (April 1st), racing the clock before Trump's evening address. Marko seems to think that Trump will zag spectacularly - not taco, not escalate, but announce a NATO exit to...

Mad Max: Hormuz Warrior

March 27, 2026 7:30am 1:45

The boys are back! It's only been like 13 days!! Chill!! Also - the Iran conflict isn't just a headline risk - it's a physical supply crisis hiding in plain sight. Despite oil sitting at $93, Marko argues the world is we...

Marko's Pain-Based Punitive Airpower Global Response Equation

March 13, 2026 5:00pm 1:21

Marko walks through his mathematical framework for how long the US-Iran conflict lasts: (Iran's pain tolerance) - (America's punitive air campaign) - (the global response to Hormuz closure) = ?????They dudes argue about ...

They Don't Want the Smoke

March 10, 2026 1:45pm 1:12

Marko and Jacob are back for a late Monday debrief as the Iran-Israel conflict whiplashes through price swings, contradictory Trump proclamations, and a surprise succession in Tehran. Marko breaks down why Iran's malleab...

Epic Heat Check

March 06, 2026 3:00pm 1:12

Distantly related cousin Matt Gertken joins the GC crew to dissect the escalating US-Iran conflict, and while he IS on record as the self-proclaimed "godfather of fading geopolitical risk" - even he's alarmed. His singu...

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