US-Mexico-China Trade Realignment

The global discourse has hit a new low: political commentators are creating content out of a YouTube moron’s mean-spirited quest for clicks. Nick Fuentes, please, for the love of god, do better. Marko and Jacob drill past the outrage to ask why "mean" has become the default setting for public life.

Then, Marko takes on the herculean task of defending the US' new National Security Strategy - which correctly identifies the need for a vital Europe, even if its authors got their core immigration data from clickbait white-woke channels. Finally, the real game: the US-Mexico-China trade triangle, where the path to American greatness may involve Chinese-built factories in Ohio.

It’s nihilism, baby.

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Timestamps:

(00:00) - Introduction and Setting the Scene

(00:43) - Late Night Recording and Personal Updates

(01:40) - Controversial Discussion on Hitler and Nick Fuentes

(05:44) - Media's Role and Public Perception

(26:39) - National Security Strategy Debate

(34:28) - European Support for the Euro

(35:15) - American Perception of the EU

(38:27) - France and the Euro

(42:14) - Misdiagnosing Europe's Problems

(48:51) - US Seizes Venezuelan Oil Tanker

(56:54) - Mexico's Tariffs on Chinese Imports

(58:57) - US-China Relations and Manufacturing

(01:05:32) - Podcast Wrap-Up and Final Thoughts

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Referenced in the Show:

National Security Strategy 2025 - https://www.whitehouse.gov/wp-content/uploads/2025/12/2025-National-Security-Strategy.pdf

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Geopolitical Cousins is produced and edited by Audiographies LLC. More information at audiographies.com

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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

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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