Geopolitical Cousins

Reverse Nixon

48 snips
Oct 26, 2025
Explore the rapid shifts in global power dynamics as experts dissect the U.S. sanctions on Russian oil and their ripple effects on Europe. Hear debates on the feasibility of flipping Russia against China and the vulnerabilities within the Chinese manufacturing sector. The discussion extends to the implications of U.S.-Canada trade tensions and the geopolitical strategies in Latin America, particularly concerning Venezuela. The podcast also takes a lighthearted turn, touching on NBA scandals and the impact of betting on the sport's integrity.
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INSIGHT

Sanctions Outweigh Symbolic Weapons

  • The US Treasury's sanctions on Rosneft and Lukoil target roughly 55% of Russian oil production and aim to change behavior, not just punish.
  • Marko Papic argues this economic pressure matters more than symbolic weapons like Tomahawks for forcing Russia toward talks.
INSIGHT

Europe Still Buying Russian Energy

  • European imports from Russia remain significant in some countries, and secondary sanctions pressure could force rapid change.
  • Jacob Shapiro notes a November 21 deadline push that could quickly dry Russia's liquidity if Europe and China reduce purchases.
INSIGHT

Drones And Sanctions Change The Game

  • Tomahawks are largely symbolic; drones and economic sanctions are the practical game-changers in Ukraine.
  • Marko Papic stresses drones' battlefield impact and sanctions' strategic pressure on Kremlin finances.
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