Oil analyst Rory Johnston joins Jacob and Marko to break down why energy experts are alarmed by the Strait of Hormuz closure while markets remain at an all time high. Like wtf. Rory explains the 13 million barrel-per-day supply hole, the math on strategic ...

China isn't losing the energy war with America, it's not even flinching. Jacob and Marko break down why the "choke China's oil" thesis is economically illiterate, why the US and China actually want the same thing (cheap oil), and why Trump is more vulnerab...

Marko and Jacob dig into the Iran ceasefire - is it real, or theater? Marko argues Trump's bombing campaign materially set back Iran's nuclear program, making even a JCPOA-style deal a net win. They also cover the erosion of the petrodollar system, bid far...

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 ...

We recorded this pre-speech episode earlier today (April 1st), racing the clock before Trump's evening address. Marko seems to think that Trump will zag spectacularly - not taco, not escalate, but announce a NATO exit to distract from the Iran morass. Jaco...

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: fl...

Marko walks through his mathematical framework for how long the US-Iran conflict lasts: (Iran's pain tolerance) - (America's punitive air campaign) - (the global response to Hormuz closure) = ????? They dudes argue about why Iran's drone attacks are alre...

Marko and Jacob are back for a late Monday debrief as the Iran-Israel conflict whiplashes through price swings, contradictory Trump proclamations, and a surprise succession in Tehran. Marko breaks down why Iran's malleable war aims and slowing drone attack...

Distantly related cousin Matt Gertken joins the GC crew to dissect the escalating US-Iran conflict, and while he IS on record as the self-proclaimed "godfather of fading geopolitical risk" - even he's alarmed. His singular fixation: drones and the Strait o...

We brought in Ed Richardson - tanker maven, shipping expert, and one of the sharpest minds on how the world actually moves its oil. With the Strait of Hormuz effectively shut, we break down why insurance isn't really the problem, what Red Sea Part Two look...

Can't taste, can't smell, half a beer in - Marko puts his best foot forward for today's episode... And somehow it might be one of our best. The lads cover the Iran situation from every angle: why regime collapse is actually scarier than regime change, what...

The US and Israel struck Iran. Khamenei is dead. Marco got the biggest break of his career. And yet... the Islamic Republic lives on. The lads spend this episode digging into why this operation is less transformative than Twitter would have you believe. H...

No notes, just two geopolitical degenerates (Jacob and Marko) running a full-court press on the week’s chaos. The lads spar over Trump’s “Board of Peace,” ask whether a U.S. strike on Iran is strategy or pure domestic theater, and map out what escalation c...

You've been writing us questions, thoughts, prayers, and lambasting criticism for months - so today we're finally taking a dive into the inbox. Holy crap there's a lot here. Y'all mentioned The Wire, TDSDS, starting careers in geopolitical analysis, tech n...

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 spreadshe...

The lads pick up where they left off in last week's episode with bias, plus a break down a chaotic global moment. Jacob and Marko unpack Mark Carney’s Davos speech and Canada’s sudden geopolitical assertiveness, arguing it marks a clean break from the rule...

A chill manifesto against lazy thinking. A low-key diatribe about our preconceptions. Marko and Jacob take a second, amidst all the chaos of January 2026, to tear into the core failure of most geopolitical analysis - Bias. Real analysis means stripping awa...

Iran isn’t on the brink of some cinematic collaps - it’s rotting in place. Kamran Bokhari joins the boys to address the lazy “regime survives vs. regime falls” binary and looks at the reality of regime change: elite infighting, military power, succession c...

Look, if you’re still scrolling Twitter for shitty takes on why the Arctic is "strategic," do yourself a favor and put down your phone (after you hit play on this episode). It's a choke point for ICBMs and the GIUK gap, not a brand new new real estate disc...

The Cousins dismantle the lazy myths swirling around Venezuela, U.S. power, and the idea that every successful strike is a reusable template. This is about oil, incentives, and why markets consistently misunderstand force until it’s already been applied. M...