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Geopolitical Cousins

Jacob Shapiro & Marko Papic
Geopolitics
Foreign Policy
China
Trump Administration
Multipolarity
Tariffs
Office Of Net Assessment
Canada
Ukraine
India
NATO
Iran
Israel
United States
Ukraine War
Drones
Russia
Middle East
Donald Trump
Germany

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.

PublishesWeeklyEpisodes51Foundeda year ago
Number of ListenersCategories
InvestingBusinessPhilosophySociety & Culture

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Artwork for Geopolitical Cousins

Latest Episodes

Marko walks through his mathematical framework for how long the US-Iran conflict lasts:

(Iran's pain tolerance) - (America's punitive air campaign) - (the global response to Hormuz closure) = ?????

They dudes argue about why Iran's drone attacks a... more

YouTube

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 ... more

YouTube

Distantly related cousin Matt Gertken joins the GC crew to dissect the escalating US-Iran conflict, and while he IS on record as the self-proclaimed "godfather of fading geopolitical risk" - even he's alarmed. His singular fixation: drones and the S... more

YouTube

We brought in Ed Richardson - tanker maven, shipping expert, and one of the sharpest minds on how the world actually moves its oil. With the Strait of Hormuz effectively shut, we break down why insurance isn't really the problem, what Red Sea Part Tw... more

YouTube

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Recent Guests

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
Researched and produced analysis on geopolitics and its impact on markets
BCA Research
Episode: Riding on the Hog of a Fiscal Orgy

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 157 ratings
  • The episode on Iran is so disappointing

    I just listened to your podcast about Iran, and it completely misrepresented our culture and people. As an Iranian, I was shocked by how much misinformation you shared. You claimed that Iranians are hostile toward Jews, which is completely untrue — we have a long history of friendship and respect for Jewish people, and many of us even refer to Bibi Netanyahu fondly as “Bibi gol.” The parts about Ahmadinejad and Larijani were also confusing and inaccurate. And the moment at the end, when you sugg... more

    Apple Podcasts
    1
    Sasapash
    Hong Kong22 days ago
  • Glad this is free

    …because Marco was completely lost in the sauce on the 12 Feb episode, tap dancing around the expected result of the midterms and the causes. Likewise, Jacob could not push back on Marco chasing his tail.

    Apple Podcasts
    2
    Embrasurea
    Norwaya month ago
  • The ultimate tour of the world pod

    Erudite without being pedantic, funny without being comedic, insightful without being pedagogical, dialogue without derision, youthful energy without being naive, global without being globalist. MAGA fans can be assured this one is approved for high blood pressure. Love these 2 cousins. This pod is my new fav.

    Apple Podcasts
    5
    Bertometer
    United Statesa month ago
  • Wow just wow

    So this was exactly what I was looking for an honest, emotionless and holistic view of the world using culture and peoples motivations and general human nature as a guide. The depth of content is incredible. Well done guys. So damn impressive.

    Apple Podcasts
    5
    chomczuk
    United Kingdom2 months ago
  • Best geopolitical pod on the court

    The educational depth across the global history of geopolitics, current happenings, and niche hoops references keep me tuned in for every episode. Love the no holds barred takes, honesty, and fun that Marko / Jacob have each episode.

    Apple Podcasts
    5
    MQ19_
    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.

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.
Mailbag!
Q: Is it possible for a geographical place to suddenly rise to geopolitical relevance?
Absolutely. It can happen when resources are discovered or political dynamics shift, similar to how Saudi Arabia became important after oil discovery.
Mailbag!
Q: What advice would you give to someone trying to pursue a normative objective, like reducing conflict, while remaining strictly attuned to the hard realities of international relations?
You have to be aware of your constraints and understand that the world doesn't operate on moral grounds. Accept the realities first to effectively pave a way towards your normative goals.

Audience Metrics

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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. Macro Voices
5. Forward Guidance

How many episodes of Geopolitical Cousins are there?

Geopolitical Cousins launched a year ago and published 51 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. Ed Richardson
2. Kamran Bokhari
3. Matt Gertken

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