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
They Don't Want the Smoke
Marko and Jacob are back for a late Monday debrief as the Iran-Israel conflict whiplashes through price swings, contradictory Trump proclamations, and a surprise succession in Tehran. Marko breaks dow...
10 Maalis 1h 12min
Epic Heat Check
Distantly related cousin Matt Gertken joins the GC crew to dissect the escalating US-Iran conflict, and while he IS on record as the self-proclaimed "godfather of fading geopolitical risk" - even he'...
6 Maalis 1h 12min
Why Hormuz Matters
We brought in Ed Richardson - tanker maven, shipping expert, and one of the sharpest minds on how the world actually moves its oil. With the Strait of Hormuz effectively shut, we break down why insura...
5 Maalis 38min
Thin Ice
Can't taste, can't smell, half a beer in - Marko puts his best foot forward for today's episode... And somehow it might be one of our best. The lads cover the Iran situation from every angle: why regi...
4 Maalis 1h 41min
The Iranian Leviathan Loses Its Head
The US and Israel struck Iran. Khamenei is dead. Marco got the biggest break of his career. And yet... the Islamic Republic lives on. The lads spend this episode digging into why this operation is les...
1 Maalis 1h 16min
The Board of Peace (And Other Jokes)
No notes, just two geopolitical degenerates (Jacob and Marko) running a full-court press on the week’s chaos. The lads spar over Trump’s “Board of Peace,” ask whether a U.S. strike on Iran is strategy...
20 Helmi 1h 17min
