Show notes
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.
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Timestamps:
(00:00) - Welcome
(00:28) - Weekend Hoops and Aging
(02:09) - Travel Grind and Vivid Dream
(04:23) - Tales From the Road Idea
(05:18) - Iran Deal or No Deal
(08:47)…
Website: geopolitical-cousins.captivate.fm
