Geopolitical Cousins
Jacob Shapiro & Marko Papic
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S1E66 The Most Important Of All Unimportant Forecasts
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…
S1E65 The Second Derivative
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…
S1E64 Forty Meters Under Fordow
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…
S1E63 TVI26: C***** Goes #1
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…
S1E62 TVI26: Jinping Rising
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) -…
S1E61 TVI26: Benchwarmers
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…
S1E60 A Soybean faux-détente
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…
S1E59 China Just Doesn't Care
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 -…
S1E58 Cousins After Dark
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,…
S1E57 The Supply Hole
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…
S1E56 Strategic Vibe Reserves
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…
S1E55 Bombing for Peace
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…
S1E54 Taco Tuesday
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…
S1E53 The Spice Must Flow!
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…
S1E52 Mad Max: Hormuz Warrior
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…
S1E51 Marko's Pain-Based Punitive Airpower Global Response Equation
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) =…
S1E50 They Don't Want the Smoke
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…
S1E49 Epic Heat Check
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…
S1E48 Why Hormuz Matters
We brought in Ed Richardson - tanker maven, shipping expert, and one of the sharpest minds on how the world actually moves its oil. With the Strait of Hormuz effectively shut, we break down why…
S1E47 Thin Ice
Can't taste, can't smell, half a beer in - Marko puts his best foot forward for today's episode... And somehow it might be one of our best. The lads cover the Iran situation from every angle: why…
Frequently Asked Questions
Geopolitical Cousins has published 66 episodes since March 2025, covering topics in Business, Comedy.
Geopolitical Cousins is currently highly active with new episodes weekly. Average episode length is 1h 24m.
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