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Estimated from 43 chart positions in 43 markets.
By chart position
- 🇬🇧GB · Philosophy#29100K to 300K
- 🇨🇦CA · Philosophy#36100K to 300K
- 🇦🇺AU · Philosophy#40100K to 300K
- 🇺🇸US · Philosophy#45100K to 300K
- 🇩🇪DE · Philosophy#6930K to 100K
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270K to 839K🎙 Daily cadence·55 episodes·Last published 2d ago - Monthly Reach
Unique listeners across all episodes (30 days)
901K to 2.8M🇬🇧11%🇨🇦11%🇦🇺11%+40 more - Active Followers
Loyal subscribers who consistently listen
360K to 1.1M
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* Data sourced directly from platform APIs and aggregated hourly across all major podcast directories.
On the show
From 12 epsHosts
Recent guests
Recent episodes
The Most Important Of All Unimportant Forecasts
Jun 10, 2026
Unknown duration
The Second Derivative
Jun 1, 2026
Unknown duration
Forty Meters Under Fordow
May 27, 2026
Unknown duration
TVI26: C***** Goes #1
May 22, 2026
Unknown duration
TVI26: Jinping Rising
May 22, 2026
Unknown duration
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| Date | Episode | Topics | Guests | Brands | Places | Keywords | Sponsor | Length | |
|---|---|---|---|---|---|---|---|---|---|
| 6/10/26 | 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 Memories(10:07) - Robert Germany Stories(14:47) - Jacob 2014 Awakening(19:06) - Why Soccer Is Hard(21:50) - Inside The Model(28:28) - What Doesnt Predict(30:22) - Group Stage Surprises(31:40) - Home Edge And Curse(35:16) - Why Champions Collapse(36:08) - Argentina Winner Curse(37:37) - Group F Chaos Picks(39:36) - Bracket Quarterfinals(41:30) - Portugal Dark Horse(43:30) - France Wins It All(45:42) - France Identity Debate(47:11) - Football And Immigration(50:22) - Geopolitical Matches(56:27) - USA 2010 Donovan Goal(01:01:01) - Can Soccer Unite America(01:03:37) - Building US Infrastructure(01:09:30) - Closing Thoughts Farewell--Referenced in the Show:2026 BCA World Cup Forecast - https://www.bcaresearch.com/reports/most-important-all-unimportant-forecasts-3rd-edition-2026-world-cup-04-06-2026/219501?token=99a83421876851853383a4eb1118ddb9 --Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--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.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko’s Twitter: https://x.com/Geo_papicMarko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro | — | ||||||
| 6/1/26 | 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 markets keep hitting all-time highs despite closed shipping lanes, and what the AI economy's dominance says about the K-shaped world underneath. We close with NBA playoff predictions (duh) ahead of a Thunder-Spurs Game 7.--Timestamps:(00:00) - Welcome (00:28) - Weekend Hoops and Aging(02:09) - Travel Grind and Vivid Dream(04:23) - Tales From the Road Idea(05:18) - Iran Deal or No Deal(08:47) - Strait Tolls and Mixed Signals(11:20) - Gas Prices and $250 Bill Bit(13:59) - Communist Relics and Inflation Fears(18:16) - Why Markets Hit Highs(19:21) - Politics Versus Material Reality(27:54) - AI Boom Meets K Economy(32:15) - Fading Geopolitical Risk(40:34) - Second Derivative Thinking(47:02) - Savings Rate Double Click(48:46) - Savings Rate Psychology(51:09) - YOLO Trading Era(53:57) - Savings Floor Risks(55:46) - Summer Oil Squeeze(56:57) - Sticky Inflation Drivers(58:30) - Politics And The Fed(01:00:15) - Markets And War Signals(01:02:13) - Reflexivity In Geopolitics(01:06:17) - Nihilism And Truth(01:07:17) - Quick Hits USMCA Update(01:12:12) - Moon Race Concerns(01:15:35) - AI Data Centers In Space(01:17:43) - World Cup Preview(01:20:09) - Why World Cup Is Hard(01:25:31) - Game Seven Predictions(01:28:43) - LeBron Comparison Debate(01:32:28) - Final Spurs Call--Referenced in the Show:--Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--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.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko’s Twitter: https://x.com/Geo_papicMarko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro | — | ||||||
| 5/27/26 | 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 Strait of Hormuz's diminishing leverage window, and why the emerging deal is arguably a worse JCPOA. They pivot to Gen Z's eroding relationship with nationalism, Erdoğan's assault on Turkey's main opposition party, protests in Serbia AND OF COURSE close on the NBA playoffs.--Timestamps:(00:00) - Welcome(01:03) - Cousins Reunite!!(01:58) - Iran Ceasefire Strikes Update(05:20) - Deal Dynamics And Domestic Politics(09:07) - Military Posture And Hormuz Leverage(31:52) - Israel Spoiler And Regional Fallout(34:08) - Ebola Outbreak Background(37:13) - Why Ebola Gets Ignored(38:21) - Deglobalization And Pandemic Risk(41:23) - Vaccines Versus Political Will(43:40) - Marco Responds And MAGA Critique(48:17) - Global Health Reality Check(49:07) - Ebola Lessons and Limits(51:06) - Why US Must Engage(55:22) - Serbia Trip and Protests(57:43) - Gen Z Standards Revolution(01:03:30) - No Plan After Protest(01:06:54) - Censorship and Shared Culture(01:08:39) - Metaverse Versus Nationhood(01:20:33) - Turkey Opposition Crackdown(01:23:59) - AOC Mailbag and AI Politics(01:25:23) - NBA Takes Meet Geopolitics(01:30:00) - Victor Wembanyama Era--Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--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.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko’s Twitter: https://x.com/Geo_papicMarko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro | — | ||||||
| 5/22/26 | 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 Iran War and Tariffs(05:37) - Ejecting Netanyahu TBD(06:09) - Cyprus Surprise Pick(08:37) - Finland NATO and Stubb(10:21) - Zelensky Case for Top Tier(20:34) - Pope Leo XIV Rising Influence(27:15) - Mitsotakis and Greece Comeback(32:53) - Modi and Sheinbaum Rankings(35:28) - Bukele Drops to Four(37:58) - Mark Carney Goes Number One(40:14) - Carney Goes Number One(40:50) - Steph Curry Comparison(41:46) - Bulking Up Canada(43:38) - Devils Advocate Pushback(45:21) - Trade Value Logic(46:54) - Full Rankings Recap(52:28) - Why Trump Missed Cut(57:41) - Biggest Movers Data(01:00:20) - Ideology Bias Breakdown(01:02:46) - Regional Bias Breakdown(01:05:32) - Starting Five Metaphors(01:06:46) - Xi and Jokic Deep Dive(01:13:34) - Wrap Up and Corrections--Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--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.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko’s Twitter: https://x.com/Geo_papicMarko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro | — | ||||||
| 5/22/26 | 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) - Uzbek Reforms Deep Dive(17:28) - Japan New Prime Pick(21:46) - Denmark and Greenland Standoff(24:03) - List Mixup and Denmark(25:17) - Xi Jinping Rising(26:53) - Xi Strengths and Risks(31:28) - Javier Milei Debate(34:08) - Rapid Fire Picks(37:42) - Top 10 Countdown(38:01) - Guatemala and Singapore(39:25) - Meloni and Sheinbaum(44:11) - Modi in Top Five(47:59) - Wrap and Next Part--Referenced in the Show:--Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--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.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko’s Twitter: https://x.com/Geo_papicMarko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro | — | ||||||
| 5/22/26 | 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 Value Means(11:03) - Last Year Rankings Recap(13:01) - Wins Misses and Dropoffs(19:43) - Starting the Countdown(20:00) - Jacob Cuts and Bottom Five(26:12) - Vietnam Surprise Pick(27:44) - Marco Honorable Mentions(30:58) - Dishonorable Mentions and Merz(32:34) - Merz Under Fire(33:41) - Hopeful Turnaround Talk(34:52) - Greenland Surprise Pick(36:23) - Nepal Gen Z Rookie(41:04) - Lula Back on Board(46:56) - Sri Lanka and Hungary Upside(49:44) - Meloni Slips Down(52:10) - Erdogan and Turkey’s Long Game(55:05) - Middle East and Africa Rankings(57:55) - Pakistan’s Geopolitical Comeback(01:00:53) - Syria’s New Strongman(01:02:35) - Sweden and Spain Reassessment(01:06:55) - Singapore’s Efficiency Model(01:08:58) - System Made Singapore(01:10:02) - Trade Value Debate(01:11:01) - Lee Jae Myung Profile(01:12:59) - Israel Tweet Controversy(01:16:55) - Prabowo Indonesia Wrap(01:19:49) - Iran Council Ranked(01:20:56) - Netanyahu Tradeoff Case(01:22:19) - Morocco Quiet Success(01:28:20) - Israel Umbilical Cord(01:37:34) - Gulf Royals Picks(01:40:34) - UAE Critique And Close--Referenced in the Show:--Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--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.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko’s Twitter: https://x.com/Geo_papicMarko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro | — | ||||||
| 5/15/26 | 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 orders don't a détente make. JShap thinks Trump can't carry the baton; Marko says he's the only one who can land the plane he launched. Meanwhile, the CIA's running around Mexico, Cuba's running out of diesel, and AOC is sharpening her ideological fangs. After Dark, as advertised.--Timestamps:(00:00) - Show rundown and updates(00:45) - After Dark banter(01:47) - Trump meets Xi(02:47) - Why the summit matters(05:42) - Messaging and skepticism(08:04) - Military intelligence complex(09:46) - Tech split and hardware lobby(14:05) - Globalization lessons and leverage(20:29) - COVID and Nixon to China(25:00) - Who carries the baton(34:46) - China economics and engineering state(37:54) - Consumers inflation and pain tolerance(46:12) - Pentagon report dime framework(46:57) - DIME Framework Roast(47:53) - China and Hormuz Deal(52:11) - Chinese Shipping Boom(53:02) - Gulf Commodities Pivot(55:11) - US China Mixed Signals(59:12) - Mexico Relationship Flashpoints(01:01:23) - Cuba Protests and Indictments(01:03:27) - Do Mexicans Want Help(01:06:02) - CIA vs Delta Force Debate(01:12:47) - AOC Billionaire Clip(01:19:21) - Populism and Corruption(01:26:56) - California Race Wrap Up--Referenced in the Show:--Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--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.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko’s Twitter: https://x.com/Geo_papicMarko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro | — | ||||||
| 5/5/26 | China Just Doesn't Care✨ | US-China relationshipGeopolitics+4 | — | NBA | ChinaIran+3 | ChinaUS-China relationship+6 | — | 1h 17m 06s | |
| 4/30/26 | Cousins After Dark✨ | Iran-Hormuz standoffoil prices+3 | — | OPECCanada+1 | IranHormuz+4 | IranHormuz+6 | — | 1h 17m 24s | |
| 4/24/26 | The Supply Hole✨ | energy supplymarket analysis+3 | Rory Johnston | strategic reservesBrent | IranStrait of Hormuz+3 | oil supplyStrait of Hormuz+3 | — | 1h 30m 05s | |
Want analysis for the episodes below?Free for Pro Submit a request, we'll have your selected episodes analyzed within an hour. Free, at no cost to you, for Pro users. | |||||||||
| 4/21/26 | Strategic Vibe Reserves✨ | energy waroil imports+4 | — | Tesla | ChinaAmerica+3 | ChinaAmerica+7 | — | 1h 21m 52s | |
| 4/18/26 | Bombing for Peace✨ | Iran ceasefirenuclear program+4 | — | TMZAudiographies LLC | IranSaudi | Irannuclear program+5 | — | 1h 26m 54s | |
| 4/9/26 | Taco Tuesday✨ | Middle East geopoliticsTaiwan relations+4 | — | KMT | IranTaiwan+2 | Strait of Hormuzceasefire+8 | — | 1h 15m 50s | |
| 4/2/26 | The Spice Must Flow!✨ | Trump speech predictionsNATO exit+4 | — | — | IranNATO+4 | TrumpNATO+7 | — | 1h 18m 06s | |
| 3/27/26 | Mad Max: Hormuz Warrior✨ | Iran conflictoil supply crisis+5 | — | LNGsemiconductors+3 | IranRussia+2 | Iranoil crisis+7 | — | 1h 45m 32s | |
| 3/13/26 | Marko's Pain-Based Punitive Airpower Global Response Equation✨ | US-Iran conflictmilitary strategy+5 | — | B-52Houthis+2 | IranUnited States+4 | US-Iran conflictairpower+7 | — | 1h 21m 51s | |
| 3/10/26 | They Don't Want the Smoke✨ | Iran-Israel conflictoil markets+4 | — | — | IranIsrael+7 | IranIsrael+6 | — | 1h 12m 16s | |
| 3/6/26 | Epic Heat Check✨ | US-Iran relationsgeopolitical risk+4 | Matt Gertken | HezbollahAzerbaijan+1 | IranUnited States+1 | geopolitical riskIran+6 | — | 1h 12m 40s | |
| 3/5/26 | Why Hormuz Matters✨ | shippingoil+3 | Ed Richardson | Audiographies LLCEd's Substack | — | Strait of Hormuzshipping crisis+3 | — | 38m 58s | |
| 3/4/26 | 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 regime collapse is actually scarier than regime change, what a real 1973-style energy crisis looks like if the Strait goes dark, and why nobody - not allies, not neighbors - is rushing to Tehran's rescue. They dive into Trump's escort policy, the rules-based order debate, Ukraine hitting Russian oil infrastructure, and whether any of this even qualifies as a war. There's also some serious time spent debating Dubai - who it actually serves, whether its neutrality holds, and who could rival it as the next real safe haven. Throw in AI wargames going nuclear, Taiwan logic, brain drain, Venezuela as a leverage play, and a World War Z detour, and that's your episode :)--Timestamps:(01:23) - Wisconsin field research(02:22) - Thin ice markets framing(04:38) - Yom Kippur energy shock(07:51) - Regime collapse scenario(12:00) - Iran capabilities and drones(15:46) - Trump shipping insurance rant(26:08) - Allies reactions and Europe(30:05) - Spain politics and energy(31:48) - Combat Operation Wordplay(34:50) - Ukraine Hits Russian Oil(37:11) - Rules Based Order Myth(39:31) - Why No World War(42:00) - Nukes Change Everything(46:51) - How Many Countries Bombed(50:10) - World War Incentives(51:16 AI War Games Go Nuclear(53:19) - Dubai Safe Haven Debate(01:01:57) - UAE Risks And Rivals(01:03:42) - Picking New Safe Havens(01:05:14) - What Makes UAE Hard to Copy(01:08:35) - Neutrality and No Opinions(01:10:50) - Rubio Quote and Exit Ramps(01:13:26) - Israel Tech Debate and Stats(01:18:56) - Regional Hegemon and PR Problem(01:25:05) - Gulf States Need Israel Intel(01:35:26) - World War Z Detour(01:37:05) - Venezuela Leverage and Wrap Up--Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--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.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko’s Twitter: https://x.com/Geo_papicMarko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro | — | ||||||
| 3/1/26 | The Iranian Leviathan Loses Its Head | The US and Israel struck Iran. Khamenei is dead. Marco got the biggest break of his career. And yet... the Islamic Republic lives on. The lads spend this episode digging into why this operation is less transformative than Twitter would have you believe. History is clear: America doesn't have a great track record of turning regime change into geopolitical wins - Iraq, Libya, Syria, Venezuela... Iran will get a new Supreme Leader, probably a so-called "pragmatist" who was sanctioning protesters six weeks ago, but the operation won't end when Trump decides that it ends. So temper the triumphalism and strap in for another fun episode of "America Intervenes Without Doing the Math Beforehand." --Timestamps:(01:01) - The Most Important Geopolitical Development This Week(02:51) - Seguing Into Iran War(04:48) - Regime Change Reality Check(10:56) - Decapitation Strike Fallout(12:20) - Saudi Angle And Gulf Targets(13:50) - Hormuz And Market Shock(19:26) - Drone War Asymmetry Risk(22:46) - Trump Regime Calibration(25:41) - Why Trump Could Do It(33:02) - Is Iran A US Threat(35:01) - Multipolar Message To World(38:58) - Unipolar Limits(40:24) - Deterrence Arms Race(41:49) - Multipolar 19th Century(44:24) - Is It About China(47:46) - Strait of Hormuz Signal(49:33) - Russia Oil Windfall(51:31) - Missiles and Deal Logic(53:58) - Eurasian Conflict Crescent(55:53) - Iran Civil War Risk(01:00:22) - Revolution Timing Debate(01:05:17) - Israel Factor in Uprisings(01:10:24) - Purim and Perceptions(01:12:16) - Ahmadinejad Legacy(01:15:44) - Wrap Up and Sign Off--Referenced in the Show:--Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--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.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko’s Twitter: https://x.com/Geo_papicMarko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro | — | ||||||
| 2/20/26 | The Board of Peace (And Other Jokes) | No notes, just two geopolitical degenerates (Jacob and Marko) running a full-court press on the week’s chaos. The lads spar over Trump’s “Board of Peace,” ask whether a U.S. strike on Iran is strategy or pure domestic theater, and map out what escalation could really look like - from drones in the Strait of Hormuz to oil shocks and asymmetric retaliation. Then... they zoom out: nuclear proliferation in a multipolar world, Europe’s slow strategic awakening in Munich, and whether America’s foreign policy is performance art or hard power. It’s unscripted, blunt, and - annoyingly - extremely serious. --Timestamps:(00:00) - Beginning(02:29) - Who Showed Up to the Beijing Parade & “Board of Peace”?(04:24) - What Even Is the “Board of Peace”? (07:32) - Iran Time!(11:14) - Iran Capabilities & Asymmetry(14:54) - Worst-Case Escalation(25:36) - Trump’s “Punch-Then-Deal” Strategy(33:06) - Did the US Miss the Protest Window?(36:27) - So What Happens Next?(39:26) - Why Airstrikes Became America’s Default(40:45) - Geopolitics vs. US Domestic Politics(42:35) - Nuclear Proliferation Returns(48:18) - The Real Proliferation Risks(54:20) - Clean Energy, Cartels, and Why States Control Nukes(58:18) - Munich Security Conference Check-In(01:06:20) - Europe’s Next Security Umbrella(01:11:48) - Europe’s Demographics & Integration Debate(01:15:57) - The Multi‑Ethnic Europe That Might Return--Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--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.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko’s Twitter: https://x.com/Geo_papicMarko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro | — | ||||||
| 2/12/26 | Mailbag! | You've been writing us questions, thoughts, prayers, and lambasting criticism for months - so today we're finally taking a dive into the inbox. Holy crap there's a lot here. Y'all mentioned The Wire, TDSDS, starting careers in geopolitical analysis, tech nationalism, the balkanization of the internet, and sooooo much more. Tune in to hear it all :) Thanks y'all.--Timestamps:(00:00) - Intro(02:33) - The Wire(05:25) - Media Consumption and Bias(06:46) - Trump Derangement Syndrome and Strategic Thinking(16:16) - Effective Media Consumption Strategies(28:23) - Balancing Realism and Idealism in Humanitarian Work(35:28) - Navigating Career Dissonance(35:56) - Breaking into Geopolitical Analysis(37:16) - The Value of Mentorship(39:39) - Building Expertise in Geopolitics(41:27) - Creating and Sharing Content(43:18) - The Importance of Learning and Adaptability(44:59) - Geopolitical Decisions in Various Careers(53:53) - Shadow Fleets and Oil Markets(01:00:28) - Multipolar vs. Unipolar World Conflicts(01:06:42) - Balkanization of the Internet(01:09:25) - The Rise of Nationalism in Software(01:10:36) - The Tension Between Tech Companies and Governments(01:12:46) - The Impact of Snowden's Leak on American Tech(01:13:26) - Trump's Influence on Tech Nationalism(01:18:30) - Trump's Strategy for the Midterms(01:29:53) - The Geopolitical Importance of the Midwest(01:37:12) - The Future of Geopolitically Mundane Places--Referenced in the Show:--Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--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.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko’s Twitter: https://x.com/Geo_papicMarko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro | — | ||||||
| 2/3/26 | The New Rules | The old playbook is dead. Iran isn’t collapsing quietly, Europe is finally admitting unanimity is a fantasy, Japan may be waking up politically and financially, and the UN is drifting toward irrelevance. Macro is no longer about central banks and spreadsheets... it’s about power, coercion, and political risk. If you’re still reading FOMC minutes to understand the world, you’re missing the point entirely.--Timestamps:(00:00) - Introduction(00:47) - Current Events(02:00) - US-India Trade Deal Analysis(04:58) - Iran-US Tensions and Potential Conflict(38:45) - Germany's Push for a Two-Speed Europe(49:04) - The Strategic Importance of Spain(49:42) - Immigration and Economic Growth in Europe(53:05) - Hungary and Serbia's Political Dynamics(55:04) - Debunking Demographic Myths(01:01:14) - The Decline of the United Nations(01:07:29) - Japan's Political and Economic Future(01:26:22) - The Role of the Federal Reserve--Referenced in the Show:--Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--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.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko’s Twitter: https://x.com/Geo_papicMarko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro | — | ||||||
| 1/28/26 | Bias (The Sequel) | The lads pick up where they left off in last week's episode with bias, plus a break down a chaotic global moment. Jacob and Marko unpack Mark Carney’s Davos speech and Canada’s sudden geopolitical assertiveness, arguing it marks a clean break from the rules-based order. They connect Canada’s stance to Trump’s tariffs, U.S. domestic unrest, China’s internal turmoil, and mounting Middle East tensions—framing the week as evidence that power politics, not norms, now define the global system--Timestamps:(00:00) - Introduction and Episode Overview(01:08) - Current Global Events and Updates(01:55) - Mark Carney's Geopolitical Moves(03:09) - Analysis of Carney's Speech at Davos(03:58) - Comparative Historical Speeches(04:57) - Canada's Strategic Position and Response(07:09) - Realpolitik and Global Power Dynamics(08:56) - Implications for Future Geopolitical Strategies(16:22) - The Role of Morality in International Relations(29:10) - Underdogs and National Struggles(34:23) - Pragmatic Foreign Policy Approaches(35:23) - The Dangers of Morality in Foreign Policy(36:17) - Critique of Mark Carney's Speech(38:45) - Canada's Bold Moves Against Trump(49:29) - The Iran Situation and Oil Prices(53:33) - Domestic Issues: Minnesota and ICE(01:07:14) - Grizzly History and Modern Comparisons(01:07:50) - Personal Experiences and Political Commentary(01:09:04) - Republican Backlash and Political Dynamics(01:15:25) - Midwest Musings and Listener Feedback(01:19:32) - China's Internal Dynamics and Geopolitical Risks(01:26:05) - Taiwan Tensions and Future Predictions(01:33:34) - Closing Thoughts and Future Plans--Referenced in the Show:--Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com--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.Jacob Shapiro Site: jacobshapiro.comJacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416Jacob Twitter: x.com/JacobShapJacob Shapiro Substack: jashap.substack.com/subscribe --Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/Marko’s Twitter: https://x.com/Geo_papicMarko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro | — | ||||||
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