Podcast Episodes
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The Supply Hole
Season 1 Episode 57
Oil analyst Rory Johnston joins Jacob and Marko to break down why energy experts are alarmed by the Strait of Hormuz closure while markets remain at …
3 hours ago
Strategic Vibe Reserves
Season 1 Episode 56
China isn't losing the energy war with America, it's not even flinching. Jacob and Marko break down why the "choke China's oil" thesis is economicall…
2 days, 21 hours ago
Bombing for Peace
Season 1 Episode 55
Marko and Jacob dig into the Iran ceasefire - is it real, or theater? Marko argues Trump's bombing campaign materially set back Iran's nuclear progra…
5 days, 17 hours ago
Taco Tuesday
Season 1 Episode 54
Marko is unbothered by ceasefire hand-wringing. He argues the Strait of Hormuz traffic was already recovering before any deal — because Iran is ratio…
2 weeks, 1 day ago
The Spice Must Flow!
Season 1 Episode 53
We recorded this pre-speech episode earlier today (April 1st), racing the clock before Trump's evening address. Marko seems to think that Trump will …
3 weeks, 1 day ago
Mad Max: Hormuz Warrior
Season 1 Episode 52
The boys are back! It's only been like 13 days!! Chill!! Also - the Iran conflict isn't just a headline risk - it's a physical supply crisis hiding i…
4 weeks ago
Marko's Pain-Based Punitive Airpower Global Response Equation
Season 1 Episode 51
Marko walks through his mathematical framework for how long the US-Iran conflict lasts:
(Iran's pain tolerance) - (America's punitive air campaign) -…
1 month, 1 week ago
They Don't Want the Smoke
Season 1 Episode 50
Marko and Jacob are back for a late Monday debrief as the Iran-Israel conflict whiplashes through price swings, contradictory Trump proclamations, an…
1 month, 1 week ago
Epic Heat Check
Season 1 Episode 49
Distantly related cousin Matt Gertken joins the GC crew to dissect the escalating US-Iran conflict, and while he IS on record as the self-proclaimed …
1 month, 2 weeks ago
Why Hormuz Matters
Season 1 Episode 48
We brought in Ed Richardson - tanker maven, shipping expert, and one of the sharpest minds on how the world actually moves its oil. With the Strait o…
1 month, 2 weeks ago