Geopolitical Cousins

The  Trade Value Leader Index


Listen Later

Jacob Shapiro and Marko Papic debut a provocative “Trade Value Index” - ranking the top 30 global leaders by geopolitical and economic value, modeled after Bill Simmons’ NBA Trade Value framework. They debate each pick based on leadership effectiveness, economic performance, future potential, and strategic skill. Categories include “products of the system,” “flawed but effective,” and “miracle workers.” The episode mixes deep geopolitical analysis with irreverent commentary and playful competitiveness, offering both serious insight and tongue-in-cheek takes on today’s most powerful politicians. Part two will feature a full debate on their final lists.

--

Timestamps:

(00:00) - Introduction

(00:40) - Concept of Trade Value in Politics

(03:56) - Ranking Criteria and Methodology

(10:22) - Initial Rankings: 26-30

(13:30) - Discussion on Initial Rankings

(21:08) - Flawed but Effective Leaders

(29:53) - Unproven Gems

(38:13) - Competent but Boring Leaders

(41:51) - Diamonds Under Pressure

(44:52) - Lula and Bolsonaro: The Biden Comparison

(45:10) - Victor Orban: The Smart Tactician

(45:54) - Benjamin Netanyahu: The Politician's Politician

(46:55) - Javier Millet: Crypto Ron Paul Meets Steve Jobs

(48:01) - Narendra Modi: The Twilight of a Career

(52:40) - Diamonds Under Pressure: Eddie Rama and Cyril Osa

(53:16) - Naive Bukele: The Perfect Man for the Era

(58:52) - Shigeru Ishiba: The Tragic Hero of Japan

(01:02:25) - Top Leaders: From Pedro Sanchez to Georgia Maloney

(01:19:12) - Final Thoughts

--

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 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

--

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

...more
View all episodesView all episodes
Download on the App Store

Geopolitical CousinsBy Jacob Shapiro & Marko Papic

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

52 ratings


More shows like Geopolitical Cousins

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

589 Listeners

Odd Lots by Bloomberg

Odd Lots

1,869 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,066 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,440 Listeners

Superinvestors and the Art of Worldly Wisdom by Jesse Felder

Superinvestors and the Art of Worldly Wisdom

417 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

362 Listeners

Excess Returns by Excess Returns

Excess Returns

71 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

96 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,347 Listeners

Forward Guidance by Blockworks

Forward Guidance

277 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

213 Listeners

The Jacob Shapiro Podcast by Jacob Shapiro

The Jacob Shapiro Podcast

161 Listeners

Macro Mondays by Andreas Steno Larsen

Macro Mondays

22 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

388 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

89 Listeners