The King of Israel

It's been a minute. Marko and Jacob are back after a long gap, and not much has changed: the Hormuz standoff drags on, the war in Ukraine grinds forward, and the stock market shrugged it all off. Marko argues freedom of navigation was always empire's marketing slogan. Jacob pushes back on why Israel keeps mattering more than his own theory allows. The cousins disagree about Russia's next move, but what's new?

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Timestamps:

(00:00) - Welcome Back Cousins!

(00:53) - Same Old Geopolitics

(01:43) - Hormuz Deal Rumors

(02:26) - Markets Ignore War

(03:34) - No Total War Thesis

(08:12) - Kinetic Activity Debate

(09:56) - Pipelines Undercut Iran

(13:45) - AI Bubble vs Oil Risk

(18:24) - Tolls and China Advantage