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Geopolitical Cousins

Jacob Shapiro & Marko Papic
Iran
United States
China
Israel
Ukraine
Russia
Venezuela
Geopolitics
Trump Administration
Strait Of Hormuz
Saudi Arabia
NATO
Tariffs
Multipolarity
Donald Trump
Foreign Policy
Canada
Regime Change
Middle East
Office Of Net Assessment

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.

PublishesTwice weeklyEpisodes63Foundeda year ago
Number of ListenersCategories
BusinessPhilosophySociety & CultureInvesting

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Artwork for Geopolitical Cousins

Latest Episodes

Trade Value Index 2026 Part 3!

Okay, okay... Here's the FULL list -> tinyurl.com/gctvi26

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Timestamps:

(00:00) - Welcome Back and Housekeeping

(01:37) - Netanyahu Reconsidered

(03:07) - Trump Iran War and Tariffs

(05:37) - Ejecting N... more

YouTube

2026 Trade Values P2 :)

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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) - Ja... more

YouTube

The Trade Value Index is back!!!!!!! Part 1.

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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 Rankin... more

YouTube

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'... more

YouTube

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Recent Guests

Rory Johnston
Oil markets analyst and energy expert
Commodity Context / Oil Ground Up Podcast
Episode: The Supply Hole
Ed Richardson
Shipping industry expert
Shipping industry expert
Episode: Why Hormuz Matters
Kamran Bokhari
Expert on Middle Eastern geopolitics
New Line Institute
Episode: The Rot of Iran
Matt Gertken
Geopolitical analyst and guest
Episode: Comrades and Fuehrers

Hosts

Jacob Shapiro
Co-host and primary geopolitical analyst with a focus on markets, strategy, and risk, frequently articulating a constraints-based framework.
Marko Papic
Co-host and distinguished geopolitical analyst, known for constrained-based reasoning and insights into policy and markets.

Reviews

4.8 out of 5 stars from 179 ratings
  • Educational, Entertaining

    Excellent way to learn, be entertained, interesting view points - thought provoking - thank you

    Apple Podcasts
    5
    AtulatHK
    Hong Konga month ago
  • Consume geopolitical news through this pod

    And not through the mainstream media

    Apple Podcasts
    5
    Tolstoyan listener
    Germany2 months ago
  • Global Complexity becomes Comprehensible

    The podcast consistently reveals the mechanics behind global events rather than just describing them. No ideology. No noise. Just structured thinking applied to a chaotic world.

    Apple Podcasts
    5
    teer2
    Germany2 months ago
  • Papic is awesome

    Jacob is very good. Papic is extra special. Great banter. Very informative and fun.

    Apple Podcasts
    5
    nitindipsite
    New Zealand2 months ago
  • Best geopolitical pod out there!

    No geopolitical podcast has as much fun as these guys and nobody drops as many bars as these guys. Very entertaining and informative.

    Apple Podcasts
    5
    SexForYourEars
    United States2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Accessible, entertaining, and consistently thoughtful.
Chemistry between hosts is compelling and informative.
Great banter with real depth on geopolitics and markets.
Insightful without feeling biased toward any one viewpoint.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

The Supply Hole
Q: What would reopening look like and how would prices respond in the near term?
Immediate traffic would likely cause a short-term price drop as supply resumes, but then prices could rebound as deficits manifest in inventories, with the trajectory depending on how quickly spare capacity and reserves can fill the gap.
The Supply Hole
Q: How important is the Strait of Hormuz in the global oil market?
It's a critical choke point that has historically controlled a substantial share of crude flows; its closure rapidly tightens markets, forces reroutes, and tests inventories and strategic reserves, with the potential to push prices sharply higher.
Why Hormuz Matters
Q: What realistic steps could alter the current dynamics—could a major policy move or alliance shift unlock capacity or confidence?
Any move would need to reestablish confidence and create a credible path to risk allocation, possibly through allied shipbuilding or regional logistics realignments; unilateral actions by a single country are unlikely to be sufficient without broader political and economic support from key stakeholders.
Why Hormuz Matters
Q: Let me ask you, insurance, tanker insurance—why is it not the main blocker in moving ships through Hormuz right now?
Insurance is important but not the fundamental constraint; shipowners are reluctant to take risk because the financial math doesn't pencil out under current high-risk conditions, and even with insurance, the exposure is too large given potential losses and downtime.
Mailbag!
Q: Do you think the balkanization of the internet is likely to happen?
Yes, as local governments strive for autonomy from U.S. big tech, influencing how global tech runs could change significantly and affect their profits.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Geopolitical Cousins

What is Geopolitical Cousins about and what kind of topics does it cover?

Two geopolitical analysts discuss global power dynamics through a practical, constraints-based framework, mixing rigorous analysis with candid banter. Episodes rotate between deep dives into regime stability, great-power competition, and macro-market implications, often tying in current events with historical parallels. The format blends sharp insights with entertaining, bar-talk chemistry, and frequently challenges conventional narratives, making complex topics approachable for listeners in finance, policy, and strategy who want clear signal amid noise. A standout is the unflinching, no-nonsense take on sensitive topics, balanced by humor and real-world applicability for decision-makers.

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Which podcasts are similar to Geopolitical Cousins?

These podcasts share a similar audience with Geopolitical Cousins:

1. The Jacob Shapiro Podcast
2. The Market Huddle
3. Monetary Matters with Jack Farley
4. Forward Guidance
5. Macro Voices

How many episodes of Geopolitical Cousins are there?

Geopolitical Cousins launched a year ago and published 63 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Geopolitical Cousins?

Recent guests on Geopolitical Cousins include:

1. Rory Johnston
2. Ed Richardson
3. Kamran Bokhari
4. Matt Gertken

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