Rephonic
Artwork for Geopolitical Cousins

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 weeklyEpisodes66Foundeda year ago
Number of ListenersCategories
InvestingBusinessSociety & CulturePhilosophy

Listen to this Podcast

Artwork for Geopolitical Cousins

Latest Episodes

World Cup Time!!!!!!!

Robert Tipper and Juan Correa are our guests.

--

Timestamps:

(00:00) - Secret Forecast Origins

(01:23) - Meet The Authors

(03:02) - Juan Football Roots

(07:41) - Marco World Cup Memories

(10:07) - Robert Germany Storie... more

The Strait of Hormuz is running out of runway - and so is the Trump administration's room to maneuver... The cousins unpack why oil inventories are the real ammunition in the Iran standoff, why markets keep hitting all-time highs despite closed shipp... more

YouTube

Jacob and Marko dive straight into the Iran-US ceasefire negotiations (airstrikes are hitting Iranian ships and missile sites as I type) - dissecting domestic political constraints on both sides, the Strait of Hormuz's diminishing leverage window, an... more

YouTube

Trade Value Index 2026 Part 3!

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

--

Timestamps:

(00:00) - Welcome Back and Housekeeping

(01:37) - Netanyahu Reconsidered

(03:07) - Trump Iran War and Tariffs

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

YouTube

Key Facts

Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

The Market Huddle
The Market HuddlePatrick Ceresna & Kevin Muir
Macro Voices
Macro VoicesHedge Fund Manager Erik Townsend

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
Host of Geopolitical Cousins; frequent co-host and analyst noted for rigorous macro and geopolitical analysis with data-driven framing.
Marko Papic
Co-host and analyst; provides constrained, framework-driven geopolitical insight and engaging banter.

Reviews

4.8 out of 5 stars from 181 ratings
  • Educational, Entertaining

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

    Apple Podcasts
    5
    AtulatHK
    Hong Kong2 months 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 States3 months ago

Listeners Say

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

Educational, entertaining and thought-provoking banter.
Lasciviously fun yet rigorously analytical; a top geopolitical listen.
No ideology, just structured thinking behind global events.
Great chemistry and deep insights; highly entertaining.
Balanced, no-holds-barred discussions with data-driven takes.

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 bring deep macro and regional insight with sharp banter, covering US–Iran dynamics, the Strait of Hormuz, energy security, and the evolving balance of power among the US, China, and Gulf states. Episodes frequently blend real-time developments with historical context, pairing rigorous analysis with accessible analogies and pop-culture references to map complex global trends. Listeners can expect contrarian takes, data-driven reasoning, and lively debates about leadership, policy, and market implications across energy, defense, and diplomacy.

Noteworthy elements include the hosts' willingness to challenge conventional narratives, the clear focus on energy flows and macro risk, and a culture of rapid-fire, no-holds-... more

Where can I find podcast stats for Geopolitical Cousins?

Rephonic provides a wide range of podcast stats for Geopolitical Cousins. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Geopolitical Cousins and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Geopolitical Cousins get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Geopolitical Cousins, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Geopolitical Cousins?

Rephonic provides comprehensive predictive audience data for Geopolitical Cousins, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does Geopolitical Cousins have?

To see how many followers or subscribers Geopolitical Cousins has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

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 66 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Geopolitical Cousins?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Geopolitical Cousins?

Rephonic pulls ratings and reviews for Geopolitical Cousins from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for Geopolitical Cousins?

Rephonic provides full transcripts for episodes of Geopolitical Cousins. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

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

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days