About this episode

Marko and Jacob discuss the implications of the Iran-Israel conflict and its effects on oil prices and geopolitical stability.

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 malleable war aims and slowing drone attacks signal a regime running out of stomach for a fight... and why the Strait of Hormuz remains the only geography that truly matters. -- Timestamps: (00:00) - New Mailbag! also Hello! (01:04) - Oil Whiplash Recap (02:15) - Trump War Quotes (02:54) - Menu Metaphor (04:21) - Markets and Reflexivity (07:20) - Fire and Fury Tweet (09:50) - Punitive Campaign Logic (12:35) - Iran Succession Shock (14:43) - Attack Data and B52s (16:44) - Red Sea vs Hormuz (20:17) - Why Hormuz Matters (24:25) - Vietnam and Tanker Risk (27:06) - Regime Instability Scenario (30:37) - Trump and Market Downside (32:50) - Basketball Geopolitics Analogy (36:56) - Shaq Strategy Not Nation Building (38:09) - Ditching the Hormuz Dependency (40:31) - China Taiwan and Energy Timelines (41:24) - Why Oil Is Hard to Replace (43:42) - Dune Metaphor Breaks Down (45:13) - Middle East Oil Still Matters (47:09) - India China Pressure on Iran (51:46) - Stock Versus Flow…

More episodes of Geopolitical Cousins

• The Supply Hole · April 24, 2026 · 1h 30m
• Strategic Vibe Reserves · April 21, 2026 · 1h 22m
• Bombing for Peace · April 18, 2026 · 1h 27m
• Taco Tuesday · April 9, 2026 · 1h 16m
• The Spice Must Flow! · April 1, 2026 · 1h 18m
• Mad Max: Hormuz Warrior · March 27, 2026 · 1h 46m

Explore listener stats, chart rankings, contacts and more on the Geopolitical Cousins podcast page.