Geopolitical Cousins copertina

Geopolitical Cousins

Geopolitical Cousins

Di: Jacob Shapiro & Marko Papic
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Geopolitical Cousins throws together analysts Jacob Shapiro and Marko Papic for some of the most in-depth, off-the-wall geopolitical analysis in the world.Copyright 2026 Jacob Shapiro & Marko Papic Economia Filosofia Finanza personale Scienze sociali
Episodi
  • Operation Fun Run

    Operation Fun Run
    Jul 15 2026

    Iran again. Yes, again :( nobody's thrilled, but that's the content. The cousins break down a week of tanker attacks, retaliations to retaliations, and a 20% toll that became "great investments" in 24 hours. Marko's pitch: stop forecasting oil prices and start using them - they're an input, not an output. Jacob pushes back on who actually wants what. Then Japan, where rising yields and a yen at 162 have the macro world whispering about the carry trade. Plus a super El Niño, and the World Cup - because apparently the whole planet is rooting for England now. Rare.

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    Timestamps:

    (00:00) - Welcome and agenda

    (00:36) - Iran flare-up timeline

    (03:28) - Why Iran escalates

    (06:59) - Oil prices drive conflict

    (20:24) - China signals and forecasts

    (23:18) - War 2.0 and Hormuz limits

    (28:46) - Rangebound Oil Equilibrium

    (30:33) - Hormuz Alternatives Rising

    (32:50) - Spiral Risk And CPI

    (36:18) - Trump Thesis And Forecasts

    (41:21) - World Cup Ref Drama

    (47:03) - Japan Yields And Global Spillovers

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    Referenced in the Show:

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    Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com

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    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.com

    Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

    Jacob Twitter: x.com/JacobShap

    Jacob Shapiro Substack: jashap.substack.com/subscribe

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    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_papic

    Marko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro
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    56 min
  • A Little Belgium Cherub Gets to Pee in Trump's Pool

    A Little Belgium Cherub Gets to Pee in Trump's Pool
    Jul 8 2026

    Iran, Hormuz, another tanker on fire - sure, fine, but the real question is: what's actually driving the behavior here, and it's not the diplomacy everyone keeps quoting. Marko and Jacob argue it out: chokepoint tolls, the memorandum nobody trusts, oil prices doing more work than anyone wants to admit. Then Europe, because apparently that's still a thing - NATO's arms-deal theater, Le Pen's conviction, a French case nobody's making. And yes, the World Cup gets its forty minutes. It's a good one.

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    Timestamps:

    (00:00) - Welcome and Episode Preview

    (01:00) - World Cup vs World News

    (02:03) - Hormuz Tanker Attacks

    (03:07) - Oil Prices Drive Reality

    (30:52) - Phony Russia Sanctions

    (32:46) - Europe Rearms and Le Pen

    (37:36) - Ukraine Stalemate and Crimea

    (47:33) - World Cup Trump and FIFA

    (01:02:20) - Birthright Soccer Paradox

    (01:03:12) - Why World Cup Matters

    (01:08:15) - American Grit on Pitch

    (01:10:18) - Announcers and Fan Culture

    (01:12:28) - Norway and Haaland Mythos

    (01:13:36) - Trump FIFA and Nationalism

    (01:16:30) - Sports as Peaceful Outlet

    (01:23:30) - Predictions and Final Picks

    (01:26:07) - Closing Love for World Cup

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    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.com

    Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416

    Jacob Twitter: x.com/JacobShap

    Jacob 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_papic

    Marko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro
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    1 ora e 27 min
  • 16 Books That Shaped Us

    16 Books That Shaped Us
    Jul 6 2026
    It's the Book Episode!!! Marko and Jacob turn their usual geopolitical sparring into a book draft: eight titles each, no rules, no rankings, just the texts that actually built their analytical muscle <3 The cousin picks span philosophy, fiction, psychology, and history. Machiavelli's The Prince opens the list, followed by texts on Marxism, biography, social psychology, and intelligence tradecraft. Marko favors frameworks that discipline thinking; Jshap leans on fiction and history to capture how humans behave. Tune in to hear more :)--Timestamps:(00:00) - Welcome and Reading Habit(01:06) - Heat Talk and Air Conditioning(03:34) - Book Draft Setup(04:54) - Machiavelli The Prince(16:20) - Talmud and Contrarian Thinking(23:14) - Marx Das Kapital(43:33) - Analyst Biases Primer(46:15) - Framework Over Rolodex(50:03) - Weber Versus Marx(53:53) - Power And Human Nature(01:02:47) - Realism And Institutions(01:12:48) - Haunting Endings And Paradigms--Referenced in the Show:The Prince — Niccolò Machiavelli (Marko Papic)The Talmud — Jewish corpus of rabbinic commentary, no single author (Jacob Shapiro)Das Kapital (Capital) — Karl Marx (Marko Papic)All the King's Men — Robert Penn Warren (Jacob Shapiro)The Person and the Situation — Lee Ross & Richard Nisbett (Marko Papic)Psychology of Intelligence Analysis — Richards J. Heuer Jr. (Jacob Shapiro)The Protestant Ethic and the Spirit of Capitalism — Max Weber (Marko Papic)Master of the Senate (The Years of Lyndon Johnson series) — Robert Caro (Jacob Shapiro)Lord of the Flies — William Golding (Marko Papic)Politics Among Nations — Hans Morgenthau (Jacob Shapiro)The Tragedy of Great Power Politics — John Mearsheimer (Marko Papic)The Search for Modern China — Jonathan Spence (Jacob Shapiro)Why Nations Fail — Daron Acemoglu & James Robinson (Marko Papic)A Bend in the River — V.S. Naipaul (Jacob Shapiro)The End: Hitler's Germany, 1944–45 — Ian Kershaw (Marko Papic)The Structure of Scientific Revolutions — Thomas Kuhn (Jacob Shapiro)--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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    1 ora e 31 min
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