Cousins After Dark

About this episode

Jacob and Marko discuss the Iran-Hormuz standoff and its implications on oil prices and international relations.

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 has limits, and what a US-China deal might mean for the strait. Plus: Canada's sovereign wealth fund and the Cousins Trade Value Index preview. -- Timestamps: (00:00) - After Dark (00:44) - Jazz Hour Banter (03:01) - From Sports to Iran (03:36) - Oil Shock Signals (05:46) - Ceasefire and Storage (10:06) - Demand Destruction Debate (13:48) - Trump Narrative and Blame (18:04) - Cold War Framing (19:27) - China Pressure and Pakistan (33:11) - UAE Leaves OPEC (36:30) - Cartels and Oil Math (40:00) - Saudi Price Warfare (41:06) - OPEC Share Debate (41:53) - UAE Saudi Rift Risks (42:49) - Why OPEC Can Undercut (46:12) - Putin Polls Warning (48:56) - Russia Pivot Playbook (55:06) - KD Leadership Analogy (01:01:06) - Panama Canal Signaling (01:07:12) - Canada Wealth Fund Plan (01:15:00) - Wrap Up and Playoffs -- Referenced in the Show: -- Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker…

People in this episode

Hosts: Jacob Shapiro, Marko Papic

Topics covered

• Iran-Hormuz standoff
• oil prices
• US-China relations
• Canada's sovereign wealth fund
• Cousins Trade Value Index

Keywords

• Iran
• Hormuz
• oil prices
• China
• OPEC
• Canada
• sovereign wealth fund
• Cousins Trade Value Index

Mentioned in this episode

Organizations: OPEC, Canada, Audiographies LLC

Places: Iran, Hormuz, China, Pakistan, UAE, Saudi

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