Starting Five: US Presidents

Starting Five: US Presidents

Author: Jacob Shapiro & Marko Papic November 18, 2025 Duration: 2:03:16

Jacob and Marko finally caved to the mob on X and did what everyone (one guy who asked nicely) keeps yelling at them to do - rank the top five geopolitical U.S. presidents and the bottom five disasters. Not the best presidents. Not the most “inspirational.” The most geopolitically competent… and the ones who should never have been allowed within 500 feet of foreign policy.

It gets spicy. Lincoln shows up with ruthless brilliance, Polk rolls in like the ultimate expansionist psychopath, Teddy swings a big stick (and probably breaks a few ribs), and then we get to the bottom five - where the real chaos lives.

Why do some leaders bend history while others trip over it? And what happens when the world’s biggest superpower forgets the stakes?

--

Timestamps:

(00:00) - Best Intro Ever

(00:42) - Listener Reactions and Content Expectations

(01:43) - Current Events and Personal Opinions

(02:37) - Coffee Rant and Personal Preferences

(05:07) - Geopolitical Anecdotes and Personal Stories

(09:58) - Top Five Geopolitical US Presidents

(14:10) - Debating Presidential Competence

(46:05) - Reagan's Foreign Policy and the Gulf War

(46:56) - George HW Bush's Strategic Decisions

(48:29) - Bush's Approach to China and Tiananmen Square

(49:54) - Theodore Roosevelt's Foreign Policy Legacy

(50:58) - Comparing Presidential Foreign Policies

(54:50) - Honorable Mentions and Controversial Picks

(01:10:17) - Worst Foreign Policy Presidents

(01:20:14) - LBJ's Economic and War Policies((01:21:14 George W. Bush's Foreign Policy Failures

(01:22:12) - The Impact of Al-Qaeda and the War on Terror

(01:26:07) - Truman's Geopolitical Blunders

(01:32:26) - Bill Clinton's Missed Opportunities

(01:39:36) - Eisenhower's Domino Theory and CIA Operations

(01:48:39) - Biden's Foreign Policy Critique

(01:59:18) - Final Thoughts and Reflections

--

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

--

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

--

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


There’s a certain kind of conversation that happens when two deeply knowledgeable friends, who also happen to be professional geopolitical analysts, get together without a script. That’s the space Geopolitical Cousins occupies. Hosts Jacob Shapiro and Marko Papic bring their distinct perspectives-often aligned, sometimes clashing-to dissect the forces shaping our world, from market-moving policies to underlying cultural shifts. You won’t find dry, academic lectures here. Instead, each episode feels like you’re overhearing a lively, sometimes comedic debate between two cousins at a family gathering, if that family was obsessed with the intersection of power, philosophy, and investment. The analysis is rigorous and in-depth, yet delivered with a relatable ease that can pivot from a serious interview with an expert to an off-the-wall observation about societal quirks. This podcast digs into the "why" behind the headlines, exploring how business, culture, and human nature collide on the global stage. By weaving together categories that are often kept separate-society, investing, comedy, philosophy-Shapiro and Papic create a uniquely holistic listen. Tune in for a perspective that is as intellectually substantial as it is unpredictably engaging.
Author: Language: English Episodes: 54

Geopolitical Cousins
Podcast Episodes
Get Off Our Lawn! [not-audio_url] [/not-audio_url]

Duration: 59:22
Jacob and Marko make a cousins episode happen even as Jacob is moving into a new office and Marko is on the road – at one point he was literally recording from a bathroom at a hotel in Fort Lauderdale because that is the…
Will the U.S. go to War with Iran? [not-audio_url] [/not-audio_url]

Duration: 1:57:40
Jacob and Marko run down the most important issues of the week: Will the U.S. go to war with Iran? Why did President Erdogan arrest his top rival? Is Indonesia helping or hurting itself by courting its military? And is C…
F*cking Around and Finding Out [not-audio_url] [/not-audio_url]

Duration: 1:08:38
The inaugural episode of the Geopolitical Cousins podcast sees Marko and Jacob wax philosophical about net assessments, debate where the Trump administration thinks the world is multipolar, and interrogate what the futur…