# The New Rules

Page: https://stenobird.com/podcast/geopolitical-cousins-7251738/the-new-rules
Text version: https://stenobird.com/podcast/geopolitical-cousins-7251738/the-new-rules.md
Podcast: [Geopolitical Cousins](https://stenobird.com/podcast/geopolitical-cousins-7251738)
Published: 2026-02-03T12:00:00+00:00
Episode link: https://geopolitical-cousins.captivate.fm/episode/the-new-world
Audio file: https://episodes.captivate.fm/episode/3b519be0-f3fc-4392-a243-368f2b3b1606.mp3
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/geopolitical-cousins-7251738/episodes/the-new-rules
Duration seconds: 5835

## Resource

The old playbook is dead. Iran isn’t collapsing quietly, Europe is finally admitting unanimity is a fantasy, Japan may be waking up politically and financially, and the UN is drifting toward irrelevance. Macro is no longer about central banks and spreadsheets... it’s about power, coercion, and political risk. If you’re still reading FOMC minutes to understand the world, you’re missing the point entirely. -- Timestamps: (00:00) - Introduction (00:47) - Current Events (02:00) - US-India Trade Deal Analysis (04:58) - Iran-US Tensions and Potential Conflict (38:45) - Germany's Push for a Two-Speed Europe (49:04) - The Strategic Importance of Spain (49:42) - Immigration and Economic Growth in Europe (53:05) - Hungary and Serbia's Political Dynamics (55:04) - Debunking Demographic Myths (01:01:14) - The Decline of the United Nations (01:07:29) - Japan's Political and Economic Future (01:26:22) - The Role of the Federal Reserve -- Referenced in the Show: -- 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 a…

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/geopolitical-cousins-7251738/episodes/the-new-rules/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/geopolitical-cousins-7251738/the-new-rules.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.