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Geopolitical Cousins

Jacob Shapiro & Marko Papic
Iran
United States
China
Israel
Russia
Ukraine
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 weeklyEpisodes76Foundeda year ago
Number of ListenersCategories
PhilosophyBusinessInvestingSociety & Culture

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Artwork for Geopolitical Cousins

Latest Episodes

Scott Bessent says he doesn't understand why oil prices are spiking. The guy standing between America and the River Styx is confused :) The cousins crack open a few cold ones this week and break down why the 30-year just hit a 20-year high - not debt... more

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It's been a minute. Marko and Jacob are back after a long gap, and not much has changed: the Hormuz standoff drags on, the war in Ukraine grinds forward, and the stock market shrugged it all off. Marko argues freedom of navigation was always empire's... more

YouTube

Round two. Same four analysts, a lot more whiskey, and a lot less structure.

Peter Zeihan, Marko Papic, and Matt Gertken sit back down with Jacob - a man who cut his teeth pestering all three of them for their pieces as a Stratfor intern - for an u... more

YouTube

Sixteen years after last sharing a table together, four Stratfor alumni reunite for a wide-ranging conversation on the decade ahead. Jacob and Marko are joined by Peter Zeihan, and Matt Gertken to tackle three questions: How does the world end in the... more

YouTube

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Recent Guests

Peter Zeihan
Geopolitical analyst and author
Zeihan on Geopolitics
Episode: This Is The Way The World Ends (w/ Zeihan & Gertken)
Jeremie Peloso
Head of European Investment Strategy at BCA Research
BCA Research
Episode: What We Got Wrong About The World Cup (A LOT)
Rory Johnson
Honorary cousin mentioned on the show
Episode: A Little Belgium Cherub Gets to Pee in Trump's Pool
Juan Correa
Chief Global Allocation Strategist at BCA Research
BCA Research
Episode: The Most Important Of All Unimportant Forecasts
Robert Tipper
Global Fixed Income Chief Strategist at BCA Research
BCA Research
Episode: The Most Important Of All Unimportant Forecasts
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
Researched and produced analysis on geopolitics and its impact on markets
BCA Research
Episode: Riding on the Hog of a Fiscal Orgy

Reviews

4.8 out of 5 stars from 491 ratings
  • Educational, Entertaining

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

    Apple Podcasts
    5
    AtulatHK
    Hong Kong5 months ago
  • Consume geopolitical news through this pod

    And not through the mainstream media

    Apple Podcasts
    5
    Tolstoyan listener
    Germany5 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
    Germany5 months ago
  • Papic is awesome

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

    Apple Podcasts
    5
    nitindipsite
    New Zealand5 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 States5 months ago

Listeners Say

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

Some listeners praise the guests and the duo's chemistry, while a few episodes draw critique for perceived bias or mischaracterizations.
Policy and markets connect here with rigorous yet accessible analysis.
Smart, entertaining geopolitics with lively banter and data-driven insight.

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

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Frequently Asked Questions About Geopolitical Cousins

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

- This show pairs two deep-dive geopolitical analysts to unpack global power dynamics, macro markets, and technology with sharp banter and data-driven reasoning. Episodes blend current events, forecasting methods, and cultural touchpoints (sports, pop culture) to connect geopolitics with finance, energy, and policy, often challenging conventional wisdom. A standout is the duo's willingness to entertain counterfactuals and long-range scenarios while staying grounded in rigor and real-world implications, making it appealing to listeners who want thoughtful, entertaining analysis that ties world events to markets and strategy.

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How many listeners does Geopolitical Cousins get?

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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. Monetary Matters with Jack Farley
3. Forward Guidance
4. Macro Voices
5. The Grant Williams Podcast

How many episodes of Geopolitical Cousins are there?

Geopolitical Cousins launched a year ago and published 76 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?

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Where can I see ratings and reviews for Geopolitical Cousins?

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What guests have appeared on Geopolitical Cousins?

Recent guests on Geopolitical Cousins include:

1. Peter Zeihan
2. Jeremie Peloso
3. Rory Johnson
4. Juan Correa
5. Robert Tipper
6. Rory Johnston
7. Ed Richardson
8. Kamran Bokhari

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.

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