About this episode
Jacob and Marko dive straight into the Iran-US ceasefire negotiations (airstrikes are hitting Iranian ships and missile sites as I type) - dissecting domestic political constraints on both sides, the Strait of Hormuz's diminishing leverage window, and why the emerging deal is arguably a worse JCPOA. They pivot to Gen Z's eroding relationship with nationalism, Erdoğan's assault on Turkey's main opposition party, protests in Serbia AND OF COURSE close on the NBA playoffs.
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Timestamps:
(00:00) - Welcome
(01:03) - Cousins Reunite!!
(01:58) - Iran Ceasefire Strikes Update
(05:20) - Deal Dynamics And Domestic Politics
(09:07) - Military Posture And Hormuz Leverage
(31:52) - Israel Spoiler And Regional Fallout
(34:08) - Ebola Outbreak Background
(37:13) - Why Ebola Gets Ignored
(38:21) - Deglobalization And Pandemic Risk
(41:23) - Vaccines Versus Political Will
(43:40) - Marco Responds And MAGA Critique
(48:17) - Global Health Reality Check
(49:07) - Ebola Lessons and Limits
(51:06) - Why US Must Engage
(55:22) - Serbia Trip and Protests
(57:43) - Gen Z Standards Revolution
(01:03:30) - No Plan After Protest
(01:06:54) - Censorship and Shared Culture
(01:08:39) - Metaverse Versus Nationhood
(01:20:33) - Turkey Opposition Crackdown
(01:23:59) - AOC Mailbag and AI Politics
(01:25:23) - NBA Takes Meet Geopolitics
(01:30:00) - Victor Wembanyama Era
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Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com
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Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions about political risks and opportunities, and works directly with investors to grow and protect their assets in today’s volatile global environment. His insights help audiences across industries like finance, agriculture, and energy make sense of the world.
Jacob Shapiro Site: jacobshapiro.com
Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416
Jacob Twitter: x.com/JacobShap
Jacob Shapiro Substack: jashap.substack.com/subscribe
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Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.
Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic
Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/
Marko’s Twitter: https://x.com/Geo_papic
Marko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro
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