
Episode #83
Orgy of Aneurysm
Look, France has had a riot in the streets every few years this century. Pensions in '95. The banlieues in 2005. Students in 2006, pensions again in 2010, the Yellow Vests, pensions again in 2023. In May '68 the...


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.
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Contact path
Public web form
Booking probability
32%
Guest openness
Selective
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Signup to Generate a PitchGeopolitical Cousins throws together analysts Jacob Shapiro and Marko Papic for some of the most in-depth, off-the-wall geopolitical analysis in the world.
Recent episodes include "Orgy of Aneurysm" (26 October 2026, 75 minutes), "Après Trump" (14 October 2026, 66 minutes), and "The Warning Label Is The Pitch" (5 October 2026, 79 minutes).
Geopolitical Cousins publishes roughly every two weeks, with episodes averaging 77 minutes.
Booking probability for Geopolitical Cousins is 32%, and the host is rated Selective on guests. Geopolitical Cousins requires a Pod Score of 80 or higher. Geopolitical Cousins's contact route on record: public web form.
Geopolitical Cousins is a business podcast.
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Episode #83
Look, France has had a riot in the streets every few years this century. Pensions in '95. The banlieues in 2005. Students in 2006, pensions again in 2010, the Yellow Vests, pensions again in 2023. In May '68 the...

Episode #82
Three hundred thousand tons of diesel (tons, not barrels) is what Trump says he extracted from Putin. The deal is easy to mock, but it’s worth understanding why it happened. Diesel is at record highs, and every European...

Episode #80
OpenAI burned $15 million in three days to beat Anthropic to a Millennium Prize problem. Nobody's quite sure whose work they trained on to do it. This week the cousins bring in their science cousin - physicist Dan...

Episode #79
The Houthis have an email address. You send them your ship's name, your transponder number, and they send you back a bank account. It's all very cultured. And the Iranians could have taken oil to $200 back in March...

Episode #78
AfD won 44% in Saxony-Anhalt, and the Twittersphere (x-sphere just doesn't hit, sorry) immediately projected Panzer divisions massing on the Polish border. Is AfD kinda scary right-wing populist? For sure. But every...

Episode #77
Rabies-infested beavers. Not an insult - a fiscal strategy. Canadians have stopped buying bourbon, started flying maple leaf flags in grocery stores, and ~ most importantly ~ handed Mark Carney the political cover to...

Episode #76
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...

Episode #75
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...

Episode #74
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...

The cousins reconvene with the BCA brain trust - Juan Correa, Robert Tipper, and Jeremie Peloso - for the World Cup post-mortem. The model called all four semifinalists but missed champion Spain, so the crew litigates...

Episode #71
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...

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...

Episode #69
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 -- Timestamps...

Episode #68
Drones aren't a technological revolution - they're a pain-tolerance equalizer, letting Ukraine strike refineries deep inside a country that never planned to defend them. Jacob and Marko trace the defender's-advantage...

Episode #67
Cousins hits the road for its first-ever in-person episode, recorded at Matt Gertken's home in Taos, New Mexico! Jacob, Marko, and Matt dig into the brewing standoff between Anthropic and the US government over export...

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)...

Episode #65
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...

Episode #64
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...

Episode #63
Trade Value Index 2026 Part 3! Okay, okay... Here's the FULL list -> https://tinyurl.com/gctvi26 -- Timestamps: (00:00) - Welcome Back and Housekeeping (01:37) - Netanyahu Reconsidered (03:07) - Trump Iran War and...

Episode #62
2026 Trade Values P2 :) -- 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...
Recent guests on Geopolitical Cousins. Study who booked and why before you pitch.
Professor of Politics and International Affairs at Princeton University, Geopolitical Cousins / Audiographies LLC
Senior Vice President and Chief Strategist, Clocktower Group
geopolitical commentator, author and speaker, Zeihan.com
founder of the Commodity Context newsletter, Commodity Market Research
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