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Round two. Same four analysts, a lot more whiskey, and a lot less structure.
Peter Zeihan, Marko Papic, and Matt Gertken sit back down with Jacob - a man who cut his teeth pestering all three of them for their pieces as a Stratfor intern - for an unfiltered conversation about how they actually became geopolitical strategists. They trade formative-moment stories from St...
Sixteen years after last sharing a table together, four Stratfor alumni reunite for a wide-ranging conversation on the decade ahead. Jacob and Marko are joined by Peter Zeihan, and Matt Gertken to tackle three questions: How does the world end in the next 10 years? What core belief could each of us get wrong? And what's the least expected, most likely thing to happen next?
The cousins reconvene with the BCA brain trust - Juan Correa, Robert Tipper, and Jeremie Peloso - for the World Cup post-mortem. The model called all four semifinalists but missed champion Spain, so the crew litigates whether the winner's curse is dead, whether the GOAT variable was a methodological capitulation, and what Cape Verde, Norway, and Egypt say about the value of a...
Iran again. Yes, again :( nobody's thrilled, but that's the content. The cousins break down a week of tanker attacks, retaliations to retaliations, and a 20% toll that became "great investments" in 24 hours. Marko's pitch: stop forecasting oil prices and start using them - they're an input, not an output. Jacob pushes back on who actually wants what. Then Japan, where rising ...
Iran, Hormuz, another tanker on fire - sure, fine, but the real question is: what's actually driving the behavior here, and it's not the diplomacy everyone keeps quoting. Marko and Jacob argue it out: chokepoint tolls, the memorandum nobody trusts, oil prices doing more work than anyone wants to admit. Then Europe, because apparently that's still a thing - NATO's arm...