{"podcast":{"title":"Geopolitical Cousins","slug":"geopolitical-cousins-7251738","podcast_index_feed_id":7251738,"rss_url":"https://feeds.captivate.fm/geopolitical-cousins/","website_url":"https://geopolitical-cousins.captivate.fm","image_url":"https://artwork.captivate.fm/1345c6ae-b41d-42e6-9fd1-5084f8548ff0/3Egz_32uppCB8TuhRh-V_E0d.png","author":"Jacob Shapiro & Marko Papic","episode_count":66,"summary":"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.","last_synced_at":"2026-06-11T02:17:22.178041+00:00","page_url":"https://stenobird.com/podcast/geopolitical-cousins-7251738"},"episode":{"title":"Mad Max: Hormuz Warrior","slug":"mad-max-hormuz-warrior","published_at":"2026-03-27T12:30:00+00:00","page_url":"https://stenobird.com/podcast/geopolitical-cousins-7251738/mad-max-hormuz-warrior","show_page_url":"https://stenobird.com/podcast/geopolitical-cousins-7251738","url":"https://geopolitical-cousins.captivate.fm/episode/mad-max-hormuz-warrior","audio_url":"https://episodes.captivate.fm/episode/a4610660-5284-42ed-8038-cd5338cb35de.mp3","summary":"The boys are back! It's only been like 13 days!! Chill!! Also - the Iran conflict isn't just a headline risk - it's a physical supply crisis hiding in plain sight. Despite oil sitting at $93, Marko argues the world is weeks away from a non-linear cliff: floating storage is depleting, Iranian and Russian sanctioned oil relief is a 30-day band-aid, and by mid-April, petrochemicals, LNG, semiconductors, and plastics all face cascading disruption. His verdict: this resolves, or it goes Mad Max. -- Timestamps: 00:00 Welcome 01:32 Beer And Banter 05:05 Trump Pause And Troops 06:43 Oil Shock Timeline 08:41 Houthis And Red Sea 11:31 Shortages Beyond Oil 13:43 Troop Math Reality 18:06 War Outlook Shifts 24:38 Island Invasion Scenarios 28:50 Iran Constraints Debate 32:20 Market Mispricing Pain 34:12 China And Allies Fallout 35:09 China Leverage on Iran 36:55 Low Conviction Warnings 37:53 Middle East War Normalized 40:00 Tacit Rules of Engagement 42:19 Pushback and Pain Threshold 48:36 Markets Start to Crack 53:24 Munitions and Time Limits 54:55 Europe Energy Exposure 56:52 Europe Must Get Real 59:51 Germany Nuclear Wake Up 01:07:05 Multipolar Pragmatism 01:09:56 Europe Virtue Signaling 01:12:37 Summing Up the Fog 01:14:19 Two Week Ticking Clock 01:16:11 Constraint Framework Equilibrium 01:17:32 Israel Leverage And Lebanon 01:20:19 Age Of Revisionism 01:24:46 Realism And The 19th Century 01:27:55 Inequality And Soft Power 01:29:39 NBA Talk Starts Here 01:30:10 Relegation And 30 Teams 01:34:13 Baseball Overtakes Basketball 01:43:01 Wrap Up Mad Max Title -- 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 af…","meta_description":"The boys are back! It's only been like 13 days!! Chill!! Also - the Iran conflict isn't just a headline risk - it's a physical supply crisis hiding in pla…","key_points":[],"chapters":[],"topics":[],"duration_seconds":6332,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/geopolitical-cousins-7251738/episodes/mad-max-hormuz-warrior/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/geopolitical-cousins-7251738/mad-max-hormuz-warrior.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}