Society & Culture

Geopolitical Cousins

by Jacob Shapiro & Marko Papic

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The Jacob Shapiro Podcast

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The Peter Zeihan Podcast Series

Latest episodes

Après Trump

October 14, 2026 · 1 hr 6 min

Three hundred thousand tons of diesel (tons, not barrels) is what Trump says he extracted from Putin. The deal is easy to mock, but it’s worth understanding why it happened. Diesel is at record highs, and every European leader publicly…
Trust the Process!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

October 10, 2026 · 1 hr 20 min

Scott Bessent really said “trust the process.” Bub, do you know the process? It's the Philadelphia 76ers deliberately being the worst team in basketball for half a decade. Pick a better sports metaphor. Anyway, here’s a conspiracy theory…
The Warning Label Is The Pitch

October 5, 2026 · 1 hr 19 min

OpenAI burned $15 million in three days to beat Anthropic to a Millennium Prize problem. Nobody's quite sure whose work they trained on to do it. This week the cousins bring in their science cousin - physicist Dan Green, Marko's college…
Flies to Poop

September 18, 2026 · 51 min

The Houthis have an email address. You send them your ship's name, your transponder number, and they send you back a bank account. It's all very cultured. And the Iranians could have taken oil to $200 back in March but... They didn't. The…
The Fourth Reich

September 10, 2026 · 1 hr 13 min

AfD won 44% in Saxony-Anhalt, and the Twittersphere (x-sphere just doesn't hit, sorry) immediately projected Panzer divisions massing on the Polish border. Is AfD kinda scary right-wing populist? For sure. But every right-wing populist…

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Rabies-infested beavers

September 7, 2026 · 1 hr 23 min

Rabies-infested beavers. Not an insult - a fiscal strategy. Canadians have stopped buying bourbon, started flying maple leaf flags in grocery stores, and ~ most importantly ~ handed Mark Carney the political cover to build infrastructure…
Scotty Doesn't Know

August 22, 2026 · 1 hr 26 min

Scott Bessent says he doesn't understand why oil prices are spiking. The guy standing between America and the River Styx is confused :) The cousins crack open a few cold ones this week and break down why the 30-year just hit a 20-year high…
The King of Israel

August 12, 2026 · 1 hr 23 min

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. Marko argues freedom of navigation was…
Lessons Learned

July 31, 2026 · 1 hr 28 min

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 for their pieces as a Stratfor intern…
This Is The Way The World Ends (w/ Zeihan & Gertken)

July 29, 2026 · 1 hr 41 min

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 tackle three questions: How does the world…
What We Got Wrong About The World Cup (A LOT)

July 24, 2026 · 1 hr 22 min

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 the crew litigates whether the winner's…
Operation Fun Run

July 15, 2026 · 56 min

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 hours. Marko's pitch: stop forecasting…

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About the show

Geopolitical Cousins throws together analysts Jacob Shapiro and Marko Papic for some of the most in-depth, off-the-wall geopolitical analysis in the world.