Cousins After Dark
Recorded late at night from New Orleans and Montreal, Jacob and Marko dig into the Iran-Hormuz standoff as oil prices climb and the ceasefire holds... for now. They debate who bears the blame, whether...
30 Huhti 1h 17min
The Supply Hole
Oil analyst Rory Johnston joins Jacob and Marko to break down why energy experts are alarmed by the Strait of Hormuz closure while markets remain at an all time high. Like wtf. Rory explains the 13 mi...
24 Huhti 1h 30min
Strategic Vibe Reserves
China isn't losing the energy war with America, it's not even flinching. Jacob and Marko break down why the "choke China's oil" thesis is economically illiterate, why the US and China actually want th...
21 Huhti 1h 21min
Bombing for Peace
Marko and Jacob dig into the Iran ceasefire - is it real, or theater? Marko argues Trump's bombing campaign materially set back Iran's nuclear program, making even a JCPOA-style deal a net win. They a...
18 Huhti 1h 26min
Taco Tuesday
Marko is unbothered by ceasefire hand-wringing. He argues the Strait of Hormuz traffic was already recovering before any deal — because Iran is rationally cashing in through a tolling mechanism, not r...
9 Huhti 1h 15min
The Spice Must Flow!
We recorded this pre-speech episode earlier today (April 1st), racing the clock before Trump's evening address. Marko seems to think that Trump will zag spectacularly - not taco, not escalate, but ann...
2 Huhti 1h 18min
Mad Max: Hormuz Warrior
The boys are back! It's only been like 13 days!! Chill!! Also - the Iran conflict isn't just a headline risk - it's a physical supply crisis hiding in plain sight. Despite oil sitting at $93, Marko ar...
27 Maalis 1h 45min
Marko's Pain-Based Punitive Airpower Global Response Equation
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) = ?????The...
13 Maalis 1h 21min
