Jacob and Marko break down the U.S. bombing of Iranian nuclear sites, unpacking the strategic logic, historical echoes, and likely retaliation scenarios. They debate the possibility of regime change, Iranian restraint, and why Strait of Hormuz closure is the true red line. The cousins also explore Trump’s foreign policy instincts, the limits of multipolarity, and why the Middle East keeps repeating itself. It’s fast, fiery, and packed with geopolitical clarity...and Tupac.

--

Timestamps:

(00:00) - Introduction and Emergency Announcement

(00:48) - Opening Remarks and Personal Notes

(01:14) - US-Iran Conflict Overview

(01:49) - Iran's Response and Global Reactions

(04:58) - Historical Context and Comparisons

(07:05) - Potential Outcomes and Speculations

(07:48) - Regime Change and Internal Dynamics

(09:01) - Global Implications and Multipolarity

(33:26) - Terrorism and Security Concerns

(41:57) - Bannon's Point and West LA

(42:48) - World War III Threat Analysis

(43:19) - Iran's Strategic Moves

(44:31) - Empirical Evidence and Predictions

(48:18) - Iran's Retaliation and US Response

(55:20) - Trump's Foreign Policy in a Multipolar World

(01:16:30) - Global Stability and Instability

(01:20:05) - NBA Trade and Game 7 Predictions

--

Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com

--

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

--

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