Geopolitical Cousins Forecast 2026
17 snips
Dec 24, 2025 The hosts dive into bold predictions for 2026, anticipating regime collapses in Venezuela and Cuba. They discuss the end of the Ukraine conflict and its effects on Russia’s domestic politics. The European energy crisis may see relief with an LNG glut, while US-China relations could shift focus towards Latin America. Excitingly, they foresee a rise in robotics reshaping markets. The talk also reveals potential new trade agreements and alerts listeners to regions that could disrupt these forecasts.
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Recorded Snapshot With A Laugh
- Jacob opens by noting the episode was recorded December 17th and jokes about the unpredictable world between recording and release.
- He uses light personal remarks to frame the episode as a snapshot of expectations for 2026.
Tariff Peak Has Passed
- Marko predicts US tariffs, especially on China, will fall from their 2025 peak and spur global trade easing.
- He argues peak deglobalization was in 2025 and a lower overall tariff rate matters more than binary headlines.
Watch USMCA As A Market Signal
- Jacob advises tracking USMCA progress because its completion shapes US-China tariff policy and markets.
- He warns that tariff changes are about rate of change, not absolutes, and even small reductions matter for investors.