The Second Derivative

Podcast: Geopolitical Cousins · Jacob Shapiro & Marko Papic

Opublikowano: 2026-06-01

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...