Geopolitical Cousins

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 Apr 1h 17min

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 Apr 1h 30min

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 Apr 1h 21min

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 Apr 1h 26min

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 Apr 1h 15min

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 Apr 1h 18min

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 Mar 1h 45min

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 Mar 1h 21min