{"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":"Taco Tuesday","slug":"taco-tuesday","published_at":"2026-04-09T12:00:00+00:00","page_url":"https://stenobird.com/podcast/geopolitical-cousins-7251738/taco-tuesday","show_page_url":"https://stenobird.com/podcast/geopolitical-cousins-7251738","url":"https://geopolitical-cousins.captivate.fm/episode/taco-tuesday","audio_url":"https://episodes.captivate.fm/episode/a325306a-8bd6-4c43-817b-58baafbc8884.mp3","summary":"Marko is unbothered by ceasefire hand-wringing. He argues the Strait of Hormuz traffic was already recovering before any deal — because Iran is rationally cashing in through a tolling mechanism, not risking its leverage. Jacob frets the deal's fragile and spoilers lurk. Elsewhere: KMT's Beijing trip signals Taiwan's shifting mood, eight Senate seats are suddenly in play, Trump's economy approval is a catastrophic 31%, and both cousins have quietly become Claude fanboys. -- Timestamps: (00:00) - Welcome (00:38) - Listener Requests and Ethiopia Pivot (02:13) - Coffee Gifts and Khat Banter (04:06) - Ceasefire Headlines and Strait Tensions (05:03) - Why Ceasefires Rarely Hold (07:43) - Shipping Data and Iran Toll Booth (14:14) - Oil Flow Math and Alternatives (16:12) - Gulf States and Toll Compliance (18:32) - Markets React and Leverage Limits (22:41) - CapEx vs Flotilla and Spoilers (28:10) - US vs Israel Strike Capacity (31:15) - China Stakes and Supply Chains (38:03) - Zooming Out What Changed Long Term (39:05) - Energy Transit Logic (40:26) - Ceasefire Skepticism (41:40) - Missiles Not Blockades (42:40) - Beirut Strikes Fallout (43:22) - Ignoring Trump Noise (44:49) - US Forces Reality Check (47:58) - Oil Price Probabilities (49:39) - Taiwan Opposition Goes China (56:50) - Germany Negative Power Prices (59:38) - Trump Cabinet Shakeups (01:01:29) - Midterms Map In Play (01:08:24) - Sports Jokes And AI Shift (01:11:56) - Claude Changes Workflow (01:14:54) - Sally And Signoff -- 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…","meta_description":"Marko is unbothered by ceasefire hand-wringing. He argues the Strait of Hormuz traffic was already recovering before any deal — because Iran is rationally…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4550,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/geopolitical-cousins-7251738/episodes/taco-tuesday/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/taco-tuesday.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}