Get Off Our Lawn!

Get Off Our Lawn!

Jacob and Marko make a cousins episode happen even as Jacob is moving into a new office and Marko is on the road – at one point he was literally recording from a bathroom at a hotel in Fort Lauderdale because that is the only place he could get WiFi. What other podcast hosts have that kind of dedication? None! This week the cousins tackle Trump’s latest bevy of tariff threats, discuss the improvement in India/China relations, and close with some lessons to learn from the ongoing protests in Serbia.

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Timestamps:

(00:00) – Intro

(03:04) - US Tariffs

(07:42) - Potential Domestic and Global Reactions to Tariffs

(14:17) - Challenges in Renegotiating Trade Deals

(28:58) - India-China Border Disputes and Economic Implications

(32:17) - India and China: Complementary Economies

(44:18) – Serbia/Turkey/Indonesia

(53:59) – Over/under

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Episoder(75)

The King of Israel

The King of Israel

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. Mark...

12 Aug 1h 22min

Lessons Learned

Lessons Learned

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 ...

31 Jul 1h 27min

This Is The Way The World Ends (w/ Zeihan & Gertken)

This Is The Way The World Ends (w/ Zeihan & Gertken)

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 tac...

29 Jul 1h 40min

What We Got Wrong About The World Cup (A LOT)

What We Got Wrong About The World Cup (A LOT)

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 t...

24 Jul 1h 22min

Operation Fun Run

Operation Fun Run

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...

15 Jul 55min

A Little Belgium Cherub Gets to Pee in Trump's Pool

A Little Belgium Cherub Gets to Pee in Trump's Pool

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:...

8 Jul 1h 26min

16 Books That Shaped Us

16 Books That Shaped Us

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 ...

6 Jul 1h 30min

The Esprit de Corps of Buc-ees

The Esprit de Corps of Buc-ees

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 defe...

27 Jun 1h 8min

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