Geopolitical Cousins
Geopolitical Cousins
Podcast Description
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.
Podcast Insights
Content Themes
The podcast covers a range of contemporary geopolitical issues, including net assessments, multipolarity, fiscal policy, US-China relations, and trade tensions, with the inaugural episode delving into themes such as US exceptionalism, inflation pain thresholds, and Europe's defense strategies.
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.
World Cup Time!!!!!!!
Robert Tipper and Juan Correa are our guests.
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Timestamps:
(00:00) – Secret Forecast Origins
(01:23) – Meet The Authors
(03:02) – Juan Football Roots
(07:41) – Marco World Cup Memories
(10:07) – Robert Germany Stories
(14:47) – Jacob 2014 Awakening
(19:06) – Why Soccer Is Hard
(21:50) – Inside The Model
(28:28) – What Doesnt Predict
(30:22) – Group Stage Surprises
(31:40) – Home Edge And Curse
(35:16) – Why Champions Collapse
(36:08) – Argentina Winner Curse
(37:37) – Group F Chaos Picks
(39:36) – Bracket Quarterfinals
(41:30) – Portugal Dark Horse
(43:30) – France Wins It All
(45:42) – France Identity Debate
(47:11) – Football And Immigration
(50:22) – Geopolitical Matches
(56:27) – USA 2010 Donovan Goal
(01:01:01) – Can Soccer Unite America
(01:03:37) – Building US Infrastructure
(01:09:30) – Closing Thoughts Farewell
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Referenced in the Show:
2026 BCA World Cup Forecast – https://www.bcaresearch.com/reports/most-important-all-unimportant-forecasts-3rd-edition-2026-world-cup-04-06-2026/219501?token=99a83421876851853383a4eb1118ddb9
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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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