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 Apr 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 Apr 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 Apr 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 Mar 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 Mar 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 Mar 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 Mar 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 Mar 38min
