TVI26: C***** Goes #1
Notas del episodio
Trade Value Index 2026 Part 3!
Okay, okay... Here's the FULL list -> https://tinyurl.com/gctvi26
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Timestamps:
(00:00) - Welcome Back and Housekeeping
(01:37) - Netanyahu Reconsidered
(03:07) - Trump Iran War and Tariffs
(05:37) - Ejecting Netanyahu TBD
(06:09) - Cyprus Surprise Pick
(08:37) - Finland NATO and Stubb
(10:21) - Zelensky Case for Top Tier
(20:34) - Pope Leo XIV Rising Influence
(27:15) - Mitsotakis and Greece Comeback
(32:53) - Modi and Sheinbaum Rankings
(35:28) - Bukele Drops to Four
(37:58) - Mark Carney Goes Number One
(40:14) - Carney Goes Number One
(40:50) - Steph Curry Comparison
(41:46) - Bulking Up Canada
(43:38) - Devils Advocate Pushback
(45:21) - Trade Value Logic
(46:54) - Full Rankings Recap
(52:28) - Why Trump Missed Cut
(57:41) - Biggest Movers Data
(01:00:20) - Ideology Bias Breakdown
(01:02:46) - Regional Bias Breakdown
(01:05:32) - Starting Five Metaphors
(01:06:46) - Xi and Jokic Deep Dive
(01:13:34) - Wrap Up and Corrections
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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