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.
Geopolitical Cousins
Claim This Podcastby Jacob Shapiro & Marko Papic
4.9(302 reviews)
79 episodes
Updated Daily
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Podcast Overview
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.
Language
🇺🇲
Publishing Since
3/14/2025
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Recent Episodes
September 18, 2026
Flies to Poop
<p>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 but... They didn't. The Houthis could have flattened the East-West Pipeline seven years ago but... They didn't. So when everybody on Twitter is losing their toupees over Brent at 110, ask the better question: not what could happen, but why it hasn't. This is piracy, not jihad. These guys want to get <strong>P - A - I - D</strong>. </p><p>Plus: Brussels quietly builds a fake 28th country, and Sam Altman melting GPUs is just regulatory capture in a hoodie.</p><p>--</p><p><strong><u>Timestamps:</u></strong></p><p>(00:00) - Travel-Mode Quick Intro</p><p>(00:44) - Pipelines Hit and Houthis Return</p><p>(02:24) - Piracy Logic and Getting Paid</p><p>(03:18) - Targeting Precision and IRGC Help</p><p>(05:15) - China Rumors and BRICS Diplomacy</p><p>(06:50) - Backchannel Talks and US Pullback</p><p>(09:57) - Oil Prices and Gulf Infighting</p><p>(12:04) - Midterms Leverage Debate</p><p>(19:16) - Capabilities Aren't New</p><p>(23:13) - Energy Diversification Reality Check</p><p>(24:26) - World Adapts to Tanker Wars</p><p>(25:07) - EU Speech Reality Check</p><p>(25:59) - EU Inc and Tax Plans</p><p>(28:04) - Single Market Stalled</p><p>(30:19) - Two Speed Europe Shift</p><p>(31:24) - Telecom Scale Problem</p><p>(33:45) - Will Europe Execute</p><p>(34:58) - Why This Time Different</p><p>(38:20) - Ukraine in the Revival</p><p>(41:43) - Freeze Conflict Strategy</p><p>(45:33) - AI Regulation Capture</p><p>(49:30) - China World Models Next</p><p>(50:46) - Wrap and Next Episode</p><p>--</p><p><strong><u>Referenced in the Show:</u></strong></p><p></p><p>--</p><p><strong>Geopolitical Cousins</strong> is produced and edited by Audiographies LLC. More information at <a href="https://audiographies.com" rel="noopener noreferrer" target="_blank">audiographies.com</a></p><p>--</p><p><strong>Jacob Shapiro</strong> is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.</p><p><strong>Jacob Shapiro Site:</strong> <a href="https://jacobshapiro.com" rel="noopener noreferrer" target="_blank">jacobshapiro.com</a></p><p><strong>Jacob Shapiro LinkedIn: </strong><a href="https://www.linkedin.com/in/jacob-l-s-a9337416" rel="noopener noreferrer" target="_blank">linkedin.com/in/jacob-l-s-a9337416</a></p><p><strong>Jacob Twitter:</strong> <a href="https://x.com/JacobShap" rel="noopener noreferrer" target="_blank">x.com/JacobShap</a></p><p><strong>Jacob Shapiro Substack: </strong><a href="https://jashap.substack.com/subscribe" rel="noopener noreferrer" target="_blank">jashap.substack.com/subscribe </a></p><p>--</p><p><strong>Marko Papic</strong> is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.</p><p><strong>Marko’s Book & Newsletter:</strong> <a href="https://www.geopoliticalalpha.com/marko-papic" rel="noopener noreferrer" target="_blank">www.geopoliticalalpha.com/marko-papic </a></p><p><strong>Marko’s Linkedin:</strong> <a href="https://www.linkedin.com/in/marko-papic-geopolitics/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/in/marko-papic-geopolitics/</a></p><p><strong>Marko’s Twitter:</strong> <a href="https://x.com/Geo_papic" rel="noopener noreferrer" target="_blank">https://x.com/Geo_papic</a></p><p><strong>Marko’s Macro & Geopolitical Research at BCA:</strong> <a href="https://www.bcaresearch.com/marketing/geomacro" rel="noopener noreferrer" target="_blank">https://www.bcaresearch.com/marketing/geomacro</a></p>
September 10, 2026
The Fourth Reich
<p>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 right-wing populist party in Europe has faced this same test over the last decade, and 17 out of 17 came to Jesus on the Euro once they had to actually govern. So is Germany becoming the Fourth Reich?? Unlikely. This is just what happens to a country where too much remains unsayable - about immigration, about Ukraine, about energy - and who fills that vacuum. </p><p>Also: Greek shippers, making a killing. </p><p>--</p><p><strong><u>Timestamps:</u></strong></p><p>(00:00) - Cold Open and Timing</p><p>(00:29) - AfD Shock Headlines</p><p>(02:16) - Europe Media Myths</p><p>(05:12) - AfD Strategy and Taboos</p><p>(09:29) - EU Integration Is Settled</p><p>(12:21) - Not Nazis but Risks</p><p>(14:18) - East Germany Roots</p><p>(17:47) - Ukraine and Russia Realism</p><p>(21:05) - Coalitions and Overton Window</p><p>(23:58) - Migration and Integration Crunch</p><p>(32:26) - Long Trend Not Flash</p><p>(34:42) - East West Guilt Divide</p><p>(36:53) - Guilt Politics Backfire</p><p>(37:46) - Teaching History Without Dwelling</p><p>(39:34) - Sons And Fathers Debate</p><p>(41:07) - Statues And Memory Wars</p><p>(42:12) - Germany Flags And Expert Skepticism</p><p>(43:29) - Why Parliaments Tame Extremes</p><p>(45:05) - Let AfD Govern Locally</p><p>(45:47) - Houthis Strike And Oil Risks</p><p>(48:35) - Greek Shippers Beat Blockades</p><p>(53:01) - Supply Chains Adapt Over Time</p><p>(55:25) - Corporate Strategy In Gray Zones</p><p>(58:29) - Amoral Multipolar Lessons</p><p>(01:01:47) - Houthi Sponsorship Joke Break</p><p>(01:02:21) - Ballmer Kawhi And Uncle Dennis</p><p>(01:03:46) - Clippers Insecurity And Hubris</p><p>(01:09:43) - Jersey Retirements And Wrap Up</p><p>--</p><p><strong><u>Referenced in the Show:</u></strong></p><p></p><p>--</p><p><strong>Geopolitical Cousins</strong> is produced and edited by Audiographies LLC. More information at <a href="https://audiographies.com" rel="noopener noreferrer" target="_blank">audiographies.com</a></p><p>--</p><p><strong>Jacob Shapiro</strong> is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.</p><p><strong>Jacob Shapiro Site:</strong> <a href="https://jacobshapiro.com" rel="noopener noreferrer" target="_blank">jacobshapiro.com</a></p><p><strong>Jacob Shapiro LinkedIn: </strong><a href="https://www.linkedin.com/in/jacob-l-s-a9337416" rel="noopener noreferrer" target="_blank">linkedin.com/in/jacob-l-s-a9337416</a></p><p><strong>Jacob Twitter:</strong> <a href="https://x.com/JacobShap" rel="noopener noreferrer" target="_blank">x.com/JacobShap</a></p><p><strong>Jacob Shapiro Substack: </strong><a href="https://jashap.substack.com/subscribe" rel="noopener noreferrer" target="_blank">jashap.substack.com/subscribe </a></p><p>--</p><p><strong>Marko Papic</strong> is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.</p><p><strong>Marko’s Book & Newsletter:</strong> <a href="https://www.geopoliticalalpha.com/marko-papic" rel="noopener noreferrer" target="_blank">www.geopoliticalalpha.com/marko-papic </a></p><p><strong>Marko’s Linkedin:</strong> <a href="https://www.linkedin.com/in/marko-papic-geopolitics/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/in/marko-papic-geopolitics/</a></p><p><strong>Marko’s Twitter:</strong> <a href="https://x.com/Geo_papic" rel="noopener noreferrer" target="_blank">https://x.com/Geo_papic</a></p><p><strong>Marko’s Macro & Geopolitical Research at BCA:</strong> <a href="https://www.bcaresearch.com/marketing/geomacro" rel="noopener noreferrer" target="_blank">https://www.bcaresearch.com/marketing/geomacro</a></p>
September 7, 2026
Rabies-infested beavers
<p>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 build infrastructure needed since the OG Trudeau. This week: why "size of the fight in the dog" beats a trade balance sheet, why 5% tariff coverage is somehow triggering a national identity crisis, and why America might be the Uncle Dennis of North America - took free money, overstayed the welcome, and is now shocked nobody wants him at Thanksgiving.</p><p>--</p><p><strong><u>Timestamps:</u></strong></p><p>(00:00) - Welcome and Housekeeping</p><p>(00:35) - Canada Episode Setup</p><p>(01:05) - Trade War Rupture</p><p>(02:25) - Why Tariffs Now</p><p>(04:18) - States at Risk</p><p>(05:38) - Carney Strikes Back</p><p>(06:40) - Risk Tolerance Matters</p><p>(08:29) - Canada Consumer Backlash</p><p>(10:20) - Carney Fiscal Space Plan</p><p>(12:20) - Infrastructure Reality Check</p><p>(15:26) - Quebec and Unity Messaging</p><p>(17:22) - Economic Pain and Polls</p><p>(20:49) - What Exports Really Are</p><p>(24:00) - China Veto Red Line</p><p>(27:01) - Maple 8 Pension Power</p><p>(29:12) - Canada Defense Mythbusting</p><p>(37:41) - Is America the Threat</p><p>(42:00) - Imperialism and History</p><p>(44:03) - WWII Alliance Origins</p><p>(44:42) - Peace Dividend Border</p><p>(46:03) - Risk Logic Defense Costs</p><p>(46:37) - Why Invasion Fails</p><p>(51:56) - Trade War Won't Work</p><p>(53:17) - Canada Already Concedes</p><p>(57:38) - Defense As Bargaining</p><p>(01:00:46) - Schoolyard Bully Moment</p><p>(01:06:13) - Canada EU Option</p><p>(01:10:44) - Peace Arch Warning</p><p>(01:12:13) - US Politics Fallout</p><p>(01:16:25) - Higher Price Later</p><p>(01:19:54) - Sports Metaphor Wrap</p><p>--</p><p><strong><u>Referenced in the Show:</u></strong></p><p></p><p>--</p><p><strong>Geopolitical Cousins</strong> is produced and edited by Audiographies LLC. More information at <a href="https://audiographies.com" rel="noopener noreferrer" target="_blank">audiographies.com</a></p><p>--</p><p><strong>Jacob Shapiro</strong> is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.</p><p><strong>Jacob Shapiro Site:</strong> <a href="https://jacobshapiro.com" rel="noopener noreferrer" target="_blank">jacobshapiro.com</a></p><p><strong>Jacob Shapiro LinkedIn: </strong><a href="https://www.linkedin.com/in/jacob-l-s-a9337416" rel="noopener noreferrer" target="_blank">linkedin.com/in/jacob-l-s-a9337416</a></p><p><strong>Jacob Twitter:</strong> <a href="https://x.com/JacobShap" rel="noopener noreferrer" target="_blank">x.com/JacobShap</a></p><p><strong>Jacob Shapiro Substack: </strong><a href="https://jashap.substack.com/subscribe" rel="noopener noreferrer" target="_blank">jashap.substack.com/subscribe </a></p><p>--</p><p><strong>Marko Papic</strong> is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.</p><p><strong>Marko’s Book & Newsletter:</strong> <a href="https://www.geopoliticalalpha.com/marko-papic" rel="noopener noreferrer" target="_blank">www.geopoliticalalpha.com/marko-papic </a></p><p><strong>Marko’s Linkedin:</strong> <a href="https://www.linkedin.com/in/marko-papic-geopolitics/" rel="noopener noreferrer" target="_blank">https://www.linkedin.com/in/marko-papic-geopolitics/</a></p><p><strong>Marko’s Twitter:</strong> <a href="https://x.com/Geo_papic" rel="noopener noreferrer" target="_blank">https://x.com/Geo_papic</a></p><p><strong>Marko’s Macro & Geopolitical Research at BCA:</strong> <a href="https://www.bcaresearch.com/marketing/geomacro" rel="noopener noreferrer" target="_blank">https://www.bcaresearch.com/marketing/geomacro</a></p>
79 total episodes available
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