TVI26: Benchwarmers
Show notes
The Trade Value Index is back!!!!!!! Part 1.
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Timestamps:
(00:00) - Housekeeping
(00:47) - Why We Love Rankings
(02:15) - Trade Value Rules Explained
(06:59) - How We Score Leaders
(08:29) - What Trade Value Means
(11:03) - Last Year Rankings Recap
(13:01) - Wins Misses and Dropoffs
(19:43) - Starting the Countdown
(20:00) - Jacob Cuts and Bottom Five
(26:12) - Vietnam Surprise Pick
(27:44) - Marco Honorable Mentions
(30:58) - Dishonorable Mentions and Merz
(32:34) - Merz Under Fire
(33:41) - Hopeful Turnaround Talk
(34:52) - Greenland Surprise Pick
(36:23) - Nepal Gen Z Rookie
(41:04) - Lula Back on Board
(46:56) - Sri Lanka and Hungary Upside
(49:44) - Meloni Slips Down
(52:10) - Erdogan and Turkey’s Long Game
(55:05) - Middle East and Africa Rankings
(57:55) - Pakistan’s Geopolitical Comeback
(01:00:53) - Syria’s New Strongman
(01:02:35) - Sweden and Spain Reassessment
(01:06:55) - Singapore’s Efficiency Model
(01:08:58) - System Made Singapore
(01:10:02) - Trade Value Debate
(01:11:01) - Lee Jae Myung Profile
(01:12:59) - Israel Tweet Controversy
(01:16:55) - Prabowo Indonesia Wrap
(01:19:49) - Iran Council Ranked
(01:20:56) - Netanyahu Tradeoff Case
(01:22:19) - Morocco Quiet Success
(01:28:20) - Israel Umbilical Cord
(01:37:34) - Gulf Royals Picks
(01:40:34) - UAE Critique And Close
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Referenced in the Show:
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Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com
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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
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Marko Papic is a macro and geopolitical expert at BCA Research, a global investment research firm. He provides in-depth analysis that combines geopolitics and markets in a framework called GeoMacro. He is also the author of Geopolitical Alpha: An Investment Framework for Predicting the Future.
Marko’s Book & Newsletter: www.geopoliticalalpha.com/marko-papic
Marko’s Linkedin: https://www.linkedin.com/in/marko-papic-geopolitics/
Marko’s Twitter: https://x.com/Geo_papic
Marko’s Macro & Geopolitical Research at BCA: https://www.bcaresearch.com/marketing/geomacro