{"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":"The Second Derivative","slug":"the-second-derivative","published_at":"2026-06-01T17:45:00+00:00","page_url":"https://stenobird.com/podcast/geopolitical-cousins-7251738/the-second-derivative","show_page_url":"https://stenobird.com/podcast/geopolitical-cousins-7251738","url":"https://geopolitical-cousins.captivate.fm/episode/the-second-derivative","audio_url":"https://episodes.captivate.fm/episode/1dbc25e5-cc2e-477c-a4c1-7387b882be5b.mp3","summary":"The Strait of Hormuz is running out of runway - and so is the Trump administration's room to maneuver... The cousins unpack why oil inventories are the real ammunition in the Iran standoff, why markets keep hitting all-time highs despite closed shipping lanes, and what the AI economy's dominance says about the K-shaped world underneath. We close with NBA playoff predictions (duh) ahead of a Thunder-Spurs Game 7. -- Timestamps: (00:00) - Welcome (00:28) - Weekend Hoops and Aging (02:09) - Travel Grind and Vivid Dream (04:23) - Tales From the Road Idea (05:18) - Iran Deal or No Deal (08:47) - Strait Tolls and Mixed Signals (11:20) - Gas Prices and $250 Bill Bit (13:59) - Communist Relics and Inflation Fears (18:16) - Why Markets Hit Highs (19:21) - Politics Versus Material Reality (27:54) - AI Boom Meets K Economy (32:15) - Fading Geopolitical Risk (40:34) - Second Derivative Thinking (47:02) - Savings Rate Double Click (48:46) - Savings Rate Psychology (51:09) - YOLO Trading Era (53:57) - Savings Floor Risks (55:46) - Summer Oil Squeeze (56:57) - Sticky Inflation Drivers (58:30) - Politics And The Fed (01:00:15) - Markets And War Signals (01:02:13) - Reflexivity In Geopolitics (01:06:17) - Nihilism And Truth (01:07:17) - Quick Hits USMCA Update (01:12:12) - Moon Race Concerns (01:15:35) - AI Data Centers In Space (01:17:43) - World Cup Preview (01:20:09) - Why World Cup Is Hard (01:25:31) - Game Seven Predictions (01:28:43) - LeBron Comparison Debate (01:32:28) - Final Spurs Call -- 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…","meta_description":"The Strait of Hormuz is running out of runway - and so is the Trump administration's room to maneuver... The cousins unpack why oil inventories are the re…","key_points":[],"chapters":[],"topics":[],"duration_seconds":5609,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/geopolitical-cousins-7251738/episodes/the-second-derivative/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/the-second-derivative.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}