Podcasts about Middle East

SHOW SCHEDULE 3-11-20261906 SF ON FIRE AFTER THE EARTHQUAKE.1. SEG 1: Gordon Chang and Peter Huessy discuss China's petroleum reserves and rising fuel prices. They analyze the potential for nuclear escalation and Iran's efforts to disrupt global trade through the Strait of Hormuz. (1)2. SEG 2: Rebecca Grant and Gordon Chang analyze the US Navy's carrier shortage. The USS Nimitz remains active for Latin American exercises while the USS Gerald R. Ford faces a prolonged 11-month combat deployment. (2)3. SEG 3: Alan Tonelson and Gordon Chang discuss China's failure to stop fentanyl precursor exports. They evaluate tariffs as non-military tools to pressure nations while addressing war-related shortages in fertilizer and electronics components. (3)4. SEG 4: Bill Roggio details the tragic US missile strike on an Iranian girl's school. He argues that while air strikes destroy military assets, air power alone cannot achieve regime change or ensure final victory. (4)5. SEG 5: Jack Burnham analyzes China's "lukewarm" support for Iran and its focus on energy security. Beijing is learning lessons from Western precision strikes while continuing internal repression of ethnic minorities through forced labor. (5)6. SEG 6: Jack Burnham reports on the DOJ dropping charges against Chinese scientists accused of smuggling biological samples. This reversal, involving the Chinese consulate, may be linked to upcoming trade negotiations or prosecutorial challenges. (6)7. SEG 7: Kevin Fraser warns that state legislatures are rushing to regulate AI with potentially unconstitutional laws. He advocates for market-driven transparency and allowing consumers to choose models based on their specific needs and preferences. (7)8. SEG 8: Kevin Fraser explores distinctions between AI models like Grok and Claude. He highlights regulatory "sandboxes" in states like Utah and Montana that foster innovation while monitoring for potential technological harms and ensuring transparency. (8)9. SEG 9: Michael Bernstam explains how the American shale revolution mitigates global energy shocks. He warns central banks against fueling inflation and emphasizes that while global supply chains are vulnerable, US production provides a critical buffer. (9)10. SEG 10: Michael Bernstam discusses how rising oil prices bolster Russia's budget. However, the Russian economy faces contraction and "military Keynesianism," while the United States remains a resilient net energy exporter despite global supply chain disruptions. (10)11. SEG 11: Ivana Stradner examines the Kremlin's information warfare campaign to keep Viktor Orbán in power. Orbán, formerly an anti-Soviet activist, now aligns with Putin to ensure political survival and counter Western democratic decision-making processes. (11)12. SEG 12: Ivana Stradner outlines strategies to counter Russian influence in Hungary, including exposing Orbán's corruption and ties to China. She argues that information is a potent, invisible weapon used to polarize and weaken the West. (12)13. SEG 13: Simon Constable reports on skyrocketing European energy prices due to Middle East conflict. Shortages in sulfur and bromine threaten global semiconductor manufacturing and food security as fertilizer costs nearly double for struggling farmers. (13)14. SEG 14: Simon Constable critiques Prime Minister Keir Starmer's hesitant leadership. He notes the Royal Navy has been "hollowed out" over three decades, leaving Britain with fewer warships than France and a tiny, underfunded standing army. (14)15. SEG 15: Bob Zimmerman discusses the Senate's shift toward private space exploration, potentially ending the SLS program. NASA is increasingly contracting commercial entities for lunar habitats, reusable rockets, and specialized satellite launch capabilities to reduce costs. (15)16. SEG 16: Bob Zimmerman reviews the DART mission's success in altering an asteroid's orbit. He also reports that the European Space Agency lost contact with a solar probe after its batteries drained due to misaligned solar panels. (16)

13. SEG 13: Simon Constable reports on skyrocketing European energy prices due to Middle East conflict. Shortages in sulfur and bromine threaten global semiconductor manufacturing and food security as fertilizer costs nearly double for struggling farmers. (13)1866 SUEX CANAL

1897 ENTRY OF THE KING OF PERSIAThe following individuals joined the discussion to analyze the current geopolitical and economic landscape: (1)*   Gordon Chang, Columnist and co-host *   Peter Huessy, President of Geostrategic Analysis and Fellow at the National Institute for Deterrent Studies *   Alan Tonelson, Manufacturing and trade expert who blogs at *Reality Check* *   Rebecca Grant, Vice President of the Lexington Institute (2)### Summary of Geopolitical Instability and Global Consequences (3)Global Economic "Tsunami" and Resource Shortages The potential closure or instability of the Strait of Hormuz poses a threat far beyond the price of oil, described by participants as a looming economic "tsunami". Critical shortages are building for products like fertilizer (urea), sulfur, and petroleum products used in high-end manufacturing. Sulfur is particularly vital as it is required to process the copper used in semiconductors and high-end electronics. While the U.S. may be self-sufficient in fertilizer, the heavy technology-dependent economies of East Asia, including Taiwan, face significant risks to their semiconductor production if these supply chains are severed. Recent reports indicate this threat is immediate, with three cargo ships, including a bulk carrier from Bangkok, recently hit by projectiles in the Strait. (4)China as a Hostile Trade Partner and Provocateur China is characterized as a "hostile trade partner" and an "enemy combatant" that wages proxy wars through Russia in Ukraine and Iran in the Middle East. Experts note that Iran's military capabilities are heavily supported by China, which provides supersonic missiles and the semiconductors found in Iranian drones. Furthermore, Iran's nuclear program is described as a subset of the North Korean program, which was historically promoted by China to keep the U.S. pinned down. Domestically, China continues to ignore promises to stop the flow of fentanyl precursors, with participants noting that leader Xi Jinping has now "dishonored" four such promises to U.S. presidents. (5)U.S. Navy Operational Limits The U.S. Navy is currently facing significant strain, described as being "tightly squeezed" regarding its aircraft carrier fleet. The USS Gerald R. Ford has seen its deployment extended to 11 months, performing continuous combat operations in the Mediterranean and Caribbean. Similarly, the USS Nimitz, which was scheduled for decommissioning, has had its service extended to participate in Southern Command exercises. Although these carriers possess "layered defense" systems capable of neutralizing Chinese supersonic missiles and drones, the Navy lacks a sufficient number of ships to maintain these global commitments indefinitely; while law requires 11 carriers, experts argue the current global challenge requires 15. (6)The "Brothers of Mayhem" Alliance The participants argue that China, Russia, Iran, and North Korea act as a coordinated group of "brothers of mayhem". This alliance is not merely fighting over territory or reputation but is engaged in a fundamental contest over "what kind of world we're going to live in". While the West seeks to maintain the status quo and open trade routes, this opposing bloc utilizes economic warfare, proxy conflicts, and the threat of nuclear escalation—such as China's hinted "first-strike" nuclear posture—to challenge Western hegemony. (7)

Central banks across Asia and globally are being forced into sharp policy rethinks as Middle East conflict drives higher oil prices and reignites inflation fears. The G7 is discussing emergency oil reserve releases while policymakers scramble to balance growth concerns with renewed price pressures.Today's Stocks & Topics: Rogers Communications Inc. (RCI), Watsco, Inc. (WSO), Core & Main, Inc. (CNM), Embraer S.A. (EMBJ), Silver and Precious Metals, Central Bank Pivot: How Geopolitical Chaos is Rewriting Monetary Policy, Petróleo Brasileiro S.A. - Petrobras (PBR), Autodesk, Inc. (ADSK), Northrop Grumman Corporation (NOC), Stagflation.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

Aaron McIntire breaks down President Trump's bold declaration of victory over Iran following intense U.S. and Israeli strikes, including massive target counts and oil reserve coordination to stabilize energy markets. We examine the ongoing risks in the Strait of Hormuz, Hezbollah's rocket barrages on northern Israel turning it into a two-front conflict, and fresh Israeli Air Force operations hitting IRGC sites deep inside Iran. Domestically, Trump doubles down on pushing the Save America Act through despite Senate Republican resistance and filibuster drama, while the latest CPI data shows inflation holding steady—but still well above the Fed's target. Plus listener reactions to our poll on Iran's future trajectory, rare pilot radio exchanges, and what it all means for the week ahead.    The AM Update, Aaron McIntire, Trump Iran victory, Iran conflict 2026, US Israel strikes, Hezbollah attacks, Save America Act, voter ID citizenship, filibuster Senate Republicans, CPI inflation February 2026, Strait of Hormuz, IRGC targets, Middle East tensions, Trump domestic agenda

As Iran has tightened its chokehold on one of the world's most vital shipping routes and the Trump administration sent mixed signals about how long the war would last, oil prices have swung wildly. Rebecca F. Elliot, who covers energy for The New York Times, explains just how much the world depends on that route — the Strait of Hormuz — and how quickly shutting it down can throw global energy markets into chaos. Guest: Rebecca F. Elliott, who covers energy for The New York Times. Background reading:  How war in the Middle East is choking off the world's oil and gas. A jump in oil prices was a sign of growing concern that the war will continue to take a toll on energy supplies. Photo: Nicolas Economou/Reuters For more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday.  Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Februrary consumer price index report is out, and it's got some new data points that can tell us what's going on in the broader economy — even though plenty has changed since last month. In this episode: Natural gas prices were rising before war began in the Middle East, egg prices recover from avian flu while other grocery staples grow more expensive, and other CPI nuggets. Plus, President Trump's tariffs may have a deflationary effect on the U.S. economy, but with a catch.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

In today's episode, Tom dives deep into the unfolding chaos in the Middle East, breaking down the recent attacks in the Strait of Hormuz and their global impact on oil prices and supply chains. He explores the complexities of Iran's decentralized military structure, the persistent propaganda fueling the conflict, and the ripple effects on global markets as nations scramble to protect their interests. Tom brings a first-principles approach to understanding the headlines, examining how asymmetric warfare and shifting alliances are shaping the future of energy, economics, and international security. From panic gas-buying in China to the challenges facing American and Israeli radar systems, this episode offers an unflinching look at the geopolitics, strategic moves, and technology driving today's world events. Plus, Tom discusses how information is spun in media, the evolving role of AI in politics and industry, and the importance of staying sharp and skeptical in a landscape flooded with conflicting narratives. Whether you're tracking the oil markets, worried about energy independence, or trying to cut through the noise, this episode equips you with the context and insights you need to understand what's really happening on the world stage. What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at https://quince.com/impactpodDuck.Ai: Protect your privacy at https://duck.ai/impactShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impactMonetary Metals: Future-proof your wealth at https://monetary-metals.com/impactBlinkist: Start your free trial at https://blinkist.com/impactPlaud: Get 10% off with code TOM10 at https://plaud.ai/tomBlocktrust IRA: get up to $2,500 funding bonus to kickstart your account at https://tomcryptoira.comCape: 33% off your first 6 months with code IMPACT at https://cape.co/impactNetsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/Theory Learn more about your ad choices. Visit megaphone.fm/adchoices

On this issue 4371 of The Bugle, Andy is joined by Alice Fraser and Tiff Stevenson as they breakdown another turbulent week's news from across the globe, with the aftermath of the attacks across the Middle East, and the appointment of the new supreme leader of Iran. The trio also discuss Timothée Chalamet recent controversy, and the growing concern that the human race are too easily influenced!

Former Army intelligence officer Michael Pregent joins me for an urgent, deep dive into the U.S. military's ongoing campaign against Iran. He breaks down the tactical successes of degrading the IRGC, the vital importance of keeping the Strait of Hormuz open, and the critical pitfalls that are looming if we don't learn from past mistakes. We also discuss the need to remove our worthless military bases in enemy countries that weigh us down and to develop a consistent strategy of alliances and deterrent that won't negate our efforts in this war. Beyond the Middle East, we connect the dots to the existential threats right here at home — from open borders to domestic terrorism — and expose the dangerous foreign influence of nations like Qatar holding U.S. policy hostage. Learn more about your ad choices. Visit megaphone.fm/adchoices

P.M. Edition for Mar. 11. Three commercial ships were hit today near the Strait of Hormuz as Iran steps up its efforts to close off that critical shipping route for oil. WSJ Middle East correspondent Jared Malsin discusses why the Trump administration is turning down requests for military escorts through the strait, and what it would take to reopen it. Plus, U.S. inflation held steady in February. But, as we hear from Journal investing columnist Spencer Jakab, that data doesn't incorporate the Middle East conflict, so the real question is what comes next. And the Trump administration is preparing to announce new tariff investigations that could result in higher tariffs on a number of countries. Alex Ossola hosts. Boycotting Target: A WSJ Podcast Series Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

### STREAM-ROGGIO-SAYEH-TUESDAY-3-9.mp3 (2)*  50-Word Summary: This recording covers the production and live broadcast of the John Batchelor Show during an escalating Middle East conflict. The hosts analyze surging oil prices and the Iranian regime's strategy of economic pressure. They debate the limitations of air power and the necessity of internal resistance for regime change. *  Guests: * Bill Roggio: Senior fellow for the Foundation for the Defense of Democracies and editor of the *Long War Journal*. *  Husain Haqqani: Former ambassador from Pakistan to the United States and senior fellow at the Hudson Institute. *  Jonathan Sayeh (referred to as "Janatyn" in the transcript): Expert on Iran at the Foundation for the Defense of Democracies who previously lived in Tehran. *  (3)1978 ANTI-SHAH PROTEST

3. Guest Alan Tonelson evaluates wartime trade, highlighting China's failure to stop fentanyl precursors. He discusses the impact of tariffs and potential global shortages of fertilizer and sulfur due to Middle East instability. (3)1793

### STREAM-TUESDAY-3-10.mp3(4)*  50-Word Summary: John Batchelor assesses the "fog of war" in the Middle East, highlighting Iran's use of asymmetrical warfare. He then transitions to his personal bookshelf, reviewing several historical works that explore revolutionary figures, the Americanstruggle for independence, and the transformation of global empires throughout the 17th and 20th centuries. * Guests: None. *  Author Names and Book Titles: *  Josh Ireland: *The Death of Trotsky*. *  Edward J. Larson:*Declaring Independence: Why 1776 Matters*. *  Dennis Sewell: *Cromwell's Spy: From the American Colonies to the English Civil War, the Life of George Downing*. *  Leenda De Lisle: *Henrietta Maria*. *  Paul Thomas Chamberlain:*Scorched Earth: A Global History of World War II*. *  Thomas Payne:*Crisis* documents (referenced as a historical author). *  Thomas Jefferson:*Declaration of Independence* (referenced as a historical author). *  Marc Campion: Bloomberg columnist (referenced for his writing on Iran's asymmetry war-fighting). (5)1890 ROYAL NAVAL COLLEAGE ON THE THAMES, ALSO GREEWICH NAVAL HOSPITAL

In this episode of The President's Daily Brief: Iran's leadership may survive the current war, but the balance of power inside Tehran could be shifting. We take a closer look at how the Islamic Revolutionary Guard Corps may be using this moment to tighten its grip on the regime—potentially accelerating a long-running evolution toward an IRGC-dominated state. French President Emmanuel Macron orders a major naval deployment to the Middle East, sending ten warships to the region to reinforce France's presence and potentially escort commercial shipping through the increasingly tense Strait of Hormuz. China unexpectedly suspends its daily military flights near Taiwan, leaving the skies around the island strangely quiet and raising new questions about what Beijing may be planning next. In today's Back of the Brief — investigators uncover new evidence in the attempted bombing during a New York City protest, as the FBI searches a Pennsylvania storage unit tied to what authorities say was an ISIS-inspired plot. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting https://PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief HomeServe: Protect your home systems from costly repairs with HomeServe—plans start at $4.99/month at https://HomeServe.com.  Cardiff: Get fast business funding without bank delays—apply in minutes with Cardiff and access up to $500,000 in same‑day funding at https://Cardiff.co/PDB  StopBox: Get firearm security redesigned and save 10% off @StopBoxUSA with code PDB10 at https://stopboxusa.com/PDB10#stopboxpod Learn more about your ad choices. Visit megaphone.fm/adchoices

Former Trump national security adviser John Bolton tells Meet the Press NOW he believes President Trump has “not nearly enough” made the case for America's conflict with Iran as the war continues to destabilize the Middle East and global markets. Sen. Kevin Cramer (R-N.D.) says he believes in “protecting the power of the Senate” by keeping the filibuster as President Trump continues to pressure Republicans to eliminate it and pass the SAVE Act. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Trump demands unconditional surrender from Iran to end the conflict, but is that realistic? The PBD Podcast panel debates whether the IRGC would ever accept those terms, what “surrender” actually means, and the possible outcomes from regime collapse to a wider Middle East escalation.

Anthony Scaramucci and the PBD Podcast panel debate Trump's next move in the Iran conflict. Will he escalate for a historic legacy moment or pull back to protect the economy before midterms? The panel breaks down war strategy, polling pressure, and the risk of a Middle East quagmire.

Trump's war against Iran is shifting the geopolitical landscape in the Middle East - but how much has really changed in US foreign policy? What is different about this conflict compared to previous decades? What does this mean for our allies, and what role does Israel play in Trump's decision-making? Max Boot, Aaron David Miller, and Holly Dagres join David Rothkopf to take stock of America's war in Iran. Learn more about your ad choices. Visit megaphone.fm/adchoices

We've now entered the second week of the US-Israeli war on Iran. Donald Trump's War Secretary Pete Hegseth has boasted about the US military machine bringing “death and destruction” to the country. Afshin Matin-Asgari joined Long Reads on Monday, March 9, to discuss the war. Afshin is a professor of Middle East history at California State University in Los Angeles. His most recent book is Axis of Empire: A History of Iran–US Relations. Read Afshin's coverage of the protests from January: https://jacobin.com/2026/01/iran-protests-khamenei-trump-israel And an edited transcript of this podcast interview here: https://jacobin.com/2026/03/trump-iran-regime-war-israel Long Reads is a Jacobin podcast looking in-depth at political topics and thinkers, both contemporary and historical, with the magazine's writers. Hosted by features editor Daniel Finn. Produced by Conor Gillies with music by Knxwledge.

Our analysts Andrew Sheets and Martijn Rats discuss why a prolonged disruption of oil flow through the Strait of Hormuz would be unprecedented—and nearly impossible for the market to absorb.Read more insights from Morgan Stanley.----- Transcript -----Andrew Sheets: Welcome to Thoughts on the Market. I'm Andrew Sheets, Global Head of Fixed Income Research at Morgan Stanley.Martijn Rats: I'm Martijn Rats, Head of Commodity Research at Morgan Stanley.Andrew Sheets: Today on the program we're going to talk about why investors everywhere are tracking ships through the Strait of Hormuz.It's Wednesday, March 11th at 2pm in London.Andrew Sheets: Martijn, the oil market, which is often volatile, has been historically volatile over the last couple of weeks following renewed military conflict between the United States and Iran.Now, there are a lot of different angles to this, but the oil market is really at the center of the market's focus on this conflict. And so, I think before we get into the specifics, I think it's helpful to set some context. How big is the global oil market and where does the Persian Gulf, the Strait of Hormuz fit within that global picture?Martijn Rats: Yeah, so the global oil consumption is a little bit more than a 100 million barrels a day. But that splits in two parts. There is a pipeline market and there is a seaborne market. And when it comes to prices, the seaborne market is really where it's at. If you're sitting in China, you're buying oil from the Middle East, all of a sudden, it's not available. Sure, if there is a pipeline that goes from Canada into the United States, that doesn't really help you all that much.Andrew Sheets: So, it's the oil on the ships that really matters.Martijn Rats: It's the oil on ships that is the flexible part of the market that we can redirect to where the oil is needed. And that is also the market where prices are formed. The seaborne market is in the order of 60 million barrels a day. So, only a subset of the 100 [million]. Now relative to that 60 million barrel a day, the Strait of Hormuz flows about 20 [million]. So, the Strait of Hormuz is responsible for about a third of seaborne supply, which is, of course, very large and therefore, you know, very critical to the system.Andrew Sheets: And I think an important thing we should also discuss here, which we were just discussing earlier today on another call, is – this is a market that could be quite sensitive to actually quite small disruptions in oil. So, can you give just some sense of sensitivity? I mean, in normal times, what sort of disruptions, in terms of barrels of oil, kind of, move markets; get investors' attention?Martijn Rats: Yeah, look, this is part of why this situation is so unusual, and oil analysts really sort of struggle with this. Look normally, at relative to the 100 million barrels a day of consumption, we care about supply demand imbalances of a couple of 100,000 barrels a day. That becomes interesting.If that, increases to say 1 million barrel a day, over- or undersupplied, you can expect prices to move. You can expect them to move by meaningful amounts. We can write research; the clients can trade. You have a tradable idea in front of you. When that becomes 2 to 3 million barrels a day, either side, you have major historical market moving events.So, in [20]08-09, oil famously fell from over 100 [million] down to something like 30 [million], on the basis that the oil market was 2-2.5 million barrel day oversupplied for two quarters. In 2022, we all thought – this actually never happened, but we all thought that Russia was going to lose about 3 million barrel day of supply. And on that basis, just on the basis of the expectation alone, Brent went to $130 per barrel. So, 2-3 [million] either side you have historically large moves. Now we're talking about 20 [million].Andrew Sheets: And I think that's what's so striking. I mean, again, I think investors, people listening to this, they can do that arithmetic too. If this is a market where 2 to 3 million barrels a day have caused some of the largest moves that we've seen in history, something that's 20 [million] is exceptional. And I think it's also fair to say this type of closure of the Strait [of Hormuz] is something we haven't seen before.Martijn Rats: No, which also made it very hard to forecast, by the way. Because the historical track records did not point in that direction, and yet here we are. The historical track record – look, you can look at other major disruptions historically.The largest disruption in the history of the oil market is the Suez Crisis in the mid-1950s that took away about 10 percent of global oil consumption. This is easily double that. So really unusual. If you look at supply and demand shocks of this order of magnitude, you can think about COVID. In April 2020, for one month, at the peak of COVID, when we're all sitting at home. Nobody driving, nobody flying. Yeah, we lost very briefly 20 million barrels a day of demand. Now we're losing 20 million barrels a day of supply. So, look, the sign is flipped, but it's in the same order of magnitude. And yeah, these are unusual events that you wouldn't actually, sort of, forecast them that easily. But that is what is in front of us at the moment.Andrew Sheets: So, I think the next kind of logical question is if shipping remains disrupted, and I'd love for you to talk a little bit about, you know, you're sitting there with satellite maps on your screen tracking shipping, which is – a development. But, you know, what are the options that are available in the region, maybe globally to temporarily balance this supply and create some offset?Martijn Rats: Yeah. So, like of course when we have a big disruption like this one, of course the market is going to try to solve for this. There are a few blocks that we can work with. I'll run you through them one by one, including some of the numbers. But very quickly you arrive at the conclusion that this is; this puzzle – we can't really solve it.Like in 2022, the market was very stressed. We thought Russia was going to lose 3 million barrels a day of supply, but we could move things around in our supply demand model. Russia oil goes to China and India. Oil that they buy, we can get in Europe, we can move stuff around to kind of sort of solve a puzzle.This puzzle is very, very difficult to solve. So, through the Strait of Hormuz, 15 million barrels a day have crude, 5 million barrels a day of refined product, 20 million barrels a day in total. What can we do?Well, the biggest offset, is arguably the Saudi EastWest pipeline. Saudi Arabia has a pipeline that effectively allows it to ship oil to the Red Sea at the Port of Yanbu, where it can be evacuated on tankers there. That pipeline has a capacity of 7 million barrels a day. We think it was probably already flowing at something like 3 million barrels a day. So, there's probably an incremental 4 [million] that can become available through that. That's the biggest block, that we can see of workaround capacity, so to say.After that the numbers do get smaller. The UAE has a pipeline that goes through Fujairah that's also beyond the Strait of Hormuz. We think there is maybe 0.5 million barrel a day of capacity there. Then you're basically, sort of, done within the region, and you have to look globally for other sources of oil.If there are sanctions relief, maybe on Russian oil, you can find a 0.5 million barrel day there. Here, there and everywhere. 100,000 barrels a day, 200,000 barrels a day. But the numbers get…Andrew Sheets: It's still not… So, if you kind of put all of those, you know, kind of, almost in a best-case scenario relative to the 20 million that's getting disrupted.Martijn Rats: If you add another one or two from a massive SPR release, the fastest release from SPR…Andrew Sheets: That's the Strategic Petroleum Reserve.Martijn Rats: Yeah, exactly. Earlier today, we got an announcement, that the IEA is proposing to release 400 million barrels from Strategic Reserve across its member countries. That is a very large number. But – and that is important. But more important is how fast can it flow because the extraction rate from these tanks is not infinite. The fastest ever rate of SPR release is only 1.3 million barrels a day. Now, maybe the circumstances are so extraordinary, we can do better than that and we can get it to 2 [million]. But beyond that, you're really in very, very uncharted territory.So maybe in the region, work around sanctions relief, SPR release, we can probably find like 7 million barrels a day out of a problem that is 20 [million]. You're left with another 13 [million]. The 13 [million] is four times what we thought Russia would lose. So, you're left with this conclusion: Look, this really needs to come to an end.Andrew Sheets: And the other rebalancing mechanism, which again, you know, when we come back to markets and forecasting, this is obviously price. And, you know, you talk about this idea of demand destruction, which I think we could paraphrase as – the price is higher so people use less of it and then you can rebalance the market that way.But give us just a little sense of, you know, as you and your team are sitting there modeling, how do you think about, kind of, the price of oil? Where it would need to go to – to potentially rebalance this the other way.Martijn Rats: Yeah, that price is very high. So, what it's a[n] really interesting analysis to do is to look at the historical frequency distribution of inflation adjusted oil prices.You take 20 years of oil prices. You convert it all in money of the day, adjusted for inflation, and then simply plot the frequency distribution. What you get is not one single bell curve centered around the middle with some variation around the midpoint. You get, sort of, two partially overlapping bell curves.There is a slightly larger one, which is, sort of, the normal regime. Lower prices, 60, 70, 80 bucks. There's a lot of density there in the frequency distribution, that's where we are normally. What's interesting is that actually, if you go from there to higher prices, there are prices that are actually very rare in inflation adjusted terms.Like a [$] 100-110. In nominal terms, we might feel that that has happened. In inflation adjusted terms, these prices are extremely rare. They are way rarer than prices that live even further to the right. [$]130, 140.The oil market has this other regime of these very high prices. If you go back in history, when did those prices prevail? They always prevailed in periods where we asked the same question. What is the demand destruction price? And yeah, to erode demand by a somewhat meaningful quantity, yeah, you end up in that regime. These very high prices, like [$]130. And it's… It's not a gradual scale. You sort of at one point shoot through these levels and that's where you then end up.Andrew Sheets: It's quite, quite serious stuff.Martijn Rats: Well, yeah. Also, because we can casually say in the oil market, ‘Oh, demand erosion has to be the answer.' But we don't erode demand in isolation. Like, you know, diesel is trucking. Yeah, jet is flying. NAFTA is petrochemicals.Andrew Sheets: These are real core parts of economic activity.Martijn Rats: It's all GDP.Andrew Sheets: So maybe Martijn, in conclusion, let me give you a slightly different scenario. Let's say that the conflict goes on for another couple of weeks, but then there is a resolution. Traffic goes back to normal. Walk us through a little bit of what that would mean. You know, kind of how long does it take to get back to normal in a market like this?Martijn Rats: Yeah. So, if you say, weeks, I would say that is an uncomfortable period of time actually.Andrew Sheets: Feel free to use a slightly different scenario.Martijn Rats: If you say days. Let's say next week something happens, the whole thing comes soon to end. Look, then we will have logistical supply chain issues. But look, we can work through that.There is at the moment somewhat of an air pocket in the global oil supply chain. There should be oil tankers on their way to refineries for arrival in April and May that currently are not. So, we will have hiccups and things need to be rerouted and we draw on some inventories here or there, but… And that will keep commodity prices tense, I would imagine. The equity market will probably look through it.We'll have a month or six weeks, not more than two months, I would imagine of logistical issues to sort out. Look, of course, if that, you know, doesn't happen, then we're back in the scenario that we discussed. But yeah, look, that that's equally true. If it's short, we can sort of live with a disruption.Andrew Sheets: It's fair to say that this is a situation where days really matter, where weeks make a big difference.Martijn Rats: Oh, totally. Look, the oil industry has built in various, sort of, compensatory measures, I think. You know, inventories along the supply chains. But nothing of the scale that can work with this. I mean, this is truly yet another order of magnitude.Andrew Sheets: Martijn, thank you for taking the time to talk.Martijn Rats: My pleasure.Andrew Sheets: And thank you as always for your time. If you find Thoughts on the Market useful, let us know by leaving review wherever you listen. And also tell a friend or colleague about us today.Important note regarding economic sanctions. This report references jurisdictions which may be the subject of economic sanctions. Readers are solely responsible for ensuring that their investment activities are carried out in compliance with applicable laws.

Kyle Steiner is a U.S. Army Special Forces veteran and combat leader who served in the Global War on Terror. He enlisted in the Army in 2005 and deployed to Afghanistan with the 173rd Airborne Brigade, serving in the Korengal Valley during some of the most intense fighting of the war. His experiences there were later captured in the acclaimed documentaries Restrepo and Korengal. During combat operations, Steiner was wounded in action and awarded two Purple Hearts after surviving multiple enemy attacks, including an RPG blast and a machine-gun round that struck and deflected off his helmet. He later went on to serve in U.S. Army Special Forces, conducting missions across the Middle East, Central America, and South America. Over the course of his career he became Ranger-qualified, Combat Diver-qualified, HALO-certified, and a graduate of the Special Forces Sniper Course. His assignments included service with SOCOM’s Crisis Response Force. Steiner’s military decorations include two Purple Hearts, three Bronze Stars, and the Army Commendation Medal with “V” device for valor. Today, he is the founder of Operator Mindset, a leadership and performance coaching platform focused on discipline, resilience, and purpose. He is also a husband, father, and speaker who shares lessons from combat, leadership, and personal transformation.See omnystudio.com/listener for privacy information.

Oil prices have surged to their highest levels since 2022, with Brent crude hitting over $119 per barrel amid Middle East conflict escalation. This dramatic spike is forcing central banks to reconsider rate policies and create major implications for energy sector investments and inflation hedging strategies.Today's Stocks & Topics: Lear Corporation (LEA), Market Wrap, Traveling Investor, Ero Copper Corp. (ERO), Oil Shock: How $120 Crude is Reshaping Energy Investment Strategy, Space Investment, Howmet Aerospace Inc. (HWM), Chewy, Inc. (CHWY), Power Solutions International, Inc. (PSIX), MetLife, Inc. (MET), Tax Season.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

The Februrary consumer price index report is out, and it's got some new data points that can tell us what's going on in the broader economy — even though plenty has changed since last month. In this episode: Natural gas prices were rising before war began in the Middle East, egg prices recover from avian flu while other grocery staples grow more expensive, and other CPI nuggets. Plus, President Trump's tariffs may have a deflationary effect on the U.S. economy, but with a catch.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

$800 million a day. That's the rough monetary estimate of how much the U.S. military operation in Iran is costing taxpayers, according to the Penn Wharton Budget Model — in addition, of course, to the horrible human toll of war. This morning, we'll do the numbers on the costs of military technology and impacts on everyday consumers. Plus, the globe competes for liquefied natural gas, and Meta acquires Moltbook, the social network for AI.

War in the Middle East has many Christians asking if we are living in the end times. In this episode of The Worldview, Alex Kocman explains why current events are often a poor guide for interpreting biblical eschatology and how the Christian idea of ordered loves should shape our response to global conflict. He also examines viral Christianity online—contrasting the polished but diluted message of James Talarico with the rough yet repentant testimony of Shia LaBeouf—and what it reveals about authenticity and the gospel.

I'm your China travel guide in exile, Missionary Ben. Follow me on Twitter/X (@chinaadventures) where I share a new Chinese city or county to pray for every single day of the week. Feel free to email anytime: chinacompass @ privacyport.com. Visit PrayGiveGo.us for Patreon, Substack, Books & everything else! The Memoirs of William Milne (PrayGiveGo.us) The Autobiography of John G. Paton (JohnGPaton.com) Borden of Yale: The Millionaire Missionary (BordenofYale.com) Unbeaten: Arrested, Interrogated & Deported from China (Unbeaten.vip) Why the Prison Pulpit? To remind people to pray for persecuted believers as Hebrews 13:3 teaches: “Remember those who are in prison, as bound with them.” We’ve looked at Wang Yi and Early Rain Church’s writings in the aftermath of their arest in 2018, but I’ve also regularly turned to other persecuted ministers who have gone before, such as Richard Wurmbrand, to give us a voice literally from prison. Let me recommend a little book (Return of the Raider/The Amazing Story of Sergeant Jacob Deshazer), that I was tempted to cover in a full Prison Pulpit episode: https://jacobdeshazer.com/return-of-the-raider The Middle East continues to be in the spotlight this week. There is obviously much we do know to pray for, but I want to remind you that there is also so much we DO NOT KNOW. For instance, Iran’s regime-induced internet blackout keeps us from hearing much at all from the majority of Iranians who are cheering on the potential fall of the Islamic regime. Let’s not forget them. My guess is if communication were functioning normally, we’d be inundated with positive messages from within Iran. One report I saw estimated that in Iran it's more like 95% against the Ayatollahs and 5% for. But we really just don’t know. Finally, we come to our topic of the day, Chinese Christians in Exile and Serving Abroad… I have to be careful here. I simply cannot give up too much info about the folks I’m going to mention, so bear with me as I search for the right words… - Chinese missionaries are being sent to most of western China, almost all of Asia (sans India), and much of the Middle East, and they “fit in” much better than Westerners in many of these places - They are being trained in much the same way Western missionaries are trained to work cross-culturally, not in a matter of days, but years, in strategic places both inside and outside of China - Some of them struggle to leave China (passports confiscated), but others cannot return, as they will be arrested upon arrival with their passports confiscated for the foreseeable future - We have a major project later this year to help the missionary arm of the Chinese Underground Church Strategic Opportunity to Give: MCI3.org ($50,000 need!) Follow China Compass Thank you for listening! Subscribe & leave a review on your preferred podcast platform! And don’t forget to visit PrayGiveGo.us for books +. Heb. 13:3: Remember those who are in prison, “as bound with them”!

Markets are underestimating the gravity of what's unfolding in the Middle East, but Bitcoin is showing signs it might be pricing in the inevitable response.

Are the markets ignoring the noise, or is a massive shift brewing beneath the surface? This week on Money Moves, Matty A. and Ryan Breedwell break down the chaotic surge in oil prices, the "proxy war" between Israel and Iran, and why the market remains less than 5% off all-time highs despite geopolitical turmoil.Inside This Episode:Geopolitical Chess: Why three major Gulf nations are threatening to withdraw $2 trillion in US investments and how Trump is navigating the Middle East.The Oil Rollercoaster: From $130 a barrel back down to $83—analyzing the "ping-pong" volatility and its impact on your portfolio.Labor Market Red Flags: Record unemployment for college graduates and the "Gen Z drag" on the economy.Crypto vs. The Banks: The growing tension over stablecoin regulation and why Americans now hold more Bitcoin than gold.Housing Market Unwind: Price declines are hitting Florida hard (up to 11% in some cities) as affordability reaches historic lows.The "Trump 18D Chess" Theory: A deep dive into the viral idea that Middle East strikes are actually a play for American financial supremacy 2.0 via crypto.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text  "XRAY" to 844-447-1555

What began as a relentless U.S.-Israeli military assault on Iran has turned into a wider crisis as the disruption of the world's oil markets spreads beyond the Middle East. Eric Schmitt, a national security correspondent for The New York Times, discusses what we know about the players involved in the fighting. Guest: Eric Schmitt, a national security correspondent for The New York Times based in Washington. Background reading:  War with Iran has become the world's latest economic hazard. Follow updates on the fighting in the Middle East. Photo: Arash Khamooshi for The New York Times For more information on today's episode, visit nytimes.com/thedaily. Transcripts of each episode will be made available by the next workday.  Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Megyn Kelly discusses Lindsey Graham's wild interview with Sean Hannity where he threatens Spain and Middle East allies over Iran, the senator's aggressive rhetoric and apparent influence in the Trump administration, Graham saying he's with Israel over American "isolationists," Trump calling the war in Iran a “little excursion” that is already “very complete,” his mixed messages about how long we'll be involved in the conflict, consequences of U.S. involvement in the region for the midterms, disturbing new details about a Jeffrey Epstein prison guard who received mysterious deposits into her bank account days before Epstein's death, her strange Google searches about Epstein right before he was found, new questions about the circumstances of his death, and more. Then Jim Fitzgerald, Will Geddes, and James Hamilton, security experts, join to discuss Brian Entin's new reporting that a Nancy Guthrie neighbor had a strange encounter with a couple claiming to be FBI agents shortly after she went missing, their mysterious actions that night and the conflicting messages from local police and the FBI, new questions about the Nest camera interruptions at Nancy's home, speculation that a possible "WiFi jammer" could have been used in the crime by the intruder, the evidence over whether the Nancy Guthrie abductor was an expert or an amateur, a theory about if the actions on the Nest camera on the porch was staged, and more.   Fitzgerald-https://www.youtube.com/@ColdRedPodcast-tb2lb/featured Geddes- https://www.icpgroupcompanies.com/index.html Hamilton- https://www.hamiltonsecuritygroup.com/   Birch Gold: Text MK to 989898 and get your free info kit on gold Herald Group: Learn more at https://GuardYourCard.com Relief Factor: Find out if Relief Factor can help you live pain-free—try the 3-Week QuickStart for just $19.95 at https://ReliefFactor.com or call 800-4-RELIEF. Veracity Selfcare: Head to https://VeracityHealth.co and use code MEGYN for up to 60% off your order   Follow The Megyn Kelly Show on all social platforms: YouTube: https://www.youtube.com/MegynKelly Twitter: http://Twitter.com/MegynKellyShow Instagram: http://Instagram.com/MegynKellyShow Facebook: http://Facebook.com/MegynKellyShow  Find out more information at:https://www.devilmaycaremedia.com/megynkellyshow Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Iran war is a little over a week old and the Trump administration has supplied more than a dozen explanations about why, exactly, it began. Confused? Well, now we're getting wildly conflicting messages about how that same war will end, with the president telling CBS News Monday that the war is “very complete, pretty much.” Later that same day, he told GOP lawmakers that it's not. Robin Wright, an expert on U.S. foreign policy in the Middle East who contributes to the The New Yorker, explains where the war goes from here.And in headlines, President Trump promotes the questionably named “Save America Act,” the Department of Justice makes a shady deal with Live Nation, and artificial intelligence company Anthropic sues the Trump administration for labeling it a security-related supply chain risk.Show Notes: Check out Robin's writing on the war in Iran Call Congress – 202-224-3121 Subscribe to the What A Day Newsletter – https://tinyurl.com/y4y2e9jy What A Day – YouTube – https://www.youtube.com/@whatadaypodcast Follow us on Instagram – https://www.instagram.com/crookedmedia/ For a transcript of this episode, please visit crooked.com/whataday

Savage discusses "Trump's war," questioning when it will end and warning it is the biggest U.S. military operation since the 2003 Iraq invasion. He explains that Americans hate war and that prolonged conflict could shatter the global economy, destabilize the Middle East, and doom Republicans in the midterms. He warns about the consequences from oil shocks, Russian involvement, potential escalation into a world war, and domestic terror. He then discusses Iran's Persian history before it was seized by radical Islam. He points to President Jimmy Carter and U.S. liberals for the 1979 revolution that overthrew the Shah and empowered Khomeini. He encourages listeners to pray for peace and the President as he leads in this uncertain conflict. 

As war in the Middle East pushes oil prices up, the price of jet fuel rises too. And that means air travel could get more expensive. The catch? Airlines are responding unevenly. In this episode, airlines balance pinched consumers with climbing fuel costs. Plus: Small business owner uncertainty is at its highest level in decades, investors scrutinize Oracle's AI spending, and a Minneapolis cafe owner switches to a pay-what-you-can model amid ongoing ICE operations in the area.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

Welcome back to Impact Theory with Tom Bilyeu. In this explosive episode, Tom Bilyeu pulls back the curtain on the Iran conflict, revealing how much more is at play than what's being shown in the headlines. If you think this is just about nuclear weapons or moral outrage, think again—this deep dive exposes the economic chess moves guiding U.S. policy, the shifting alliances in the Middle East, and how financial markets react in times of war. You'll hear why understanding the real motivations behind these global events isn't just for policymakers—it's crucial knowledge for investors, too. Tom Bilyeu breaks down how capital flows during geopolitical upheaval, what history teaches us about market resilience, and how the ultra-wealthy are positioning themselves for advantage. This isn't just a rundown of current events—it's a masterclass on how to think critically, see through propaganda, and protect your wealth in uncertain times. Strap in for a fast-paced, no-nonsense breakdown of today's most pressing international crisis—and the financial strategies that could set you up to come out ahead. What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription order Quince: Free shipping and 365-day returns at https://quince.com/impactpod Duck.Ai: Protect your privacy at https://duck.ai/impact Shopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact Monetary Metals: Future-proof your wealth at https://monetary-metals.com/impact Blinkist: Start your free trial at https://blinkist.com/impact Plaud: Get 10% off with code TOM10 at https://plaud.ai/tom Blocktrust IRA: get up to $2,500 funding bonus to kickstart your account at https://tomcryptoira.com Cape: 33% off your first 6 months with code IMPACT at https://cape.co/impact Netsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/Theory Learn more about your ad choices. Visit megaphone.fm/adchoices

It's News Day Tuesday on The Majority Report   On today's program:   Donald Trump continues to deflect and mislead when asked about the American Tomahawk missile that struck a girls' elementary school in Iran. After a reporter pressed him on why he is the only person in his administration claiming the missile may have come from Iran, the president responded with apparent indifference, saying he "doesn't know enough" about the incident.   Candidate running for Congress in Illinois' 9th District, Kat Abughazaleh joins the program a week out from her primary. Check out her platform here.   Juan Cole, Professor of History at the University of Michigan and founder and editor-in-chief of Informed Comment, joins the program to discuss the wars in the Middle East.   In the Fun Half:   Chuck Schumer is very frustrated with the Trump administration contradicting themselves over the timeline of the War but has expressed no frustrations over the war in general.   Jake Tapper brings on Israeli American 'Journalist' Emily Schrader to explain how happy that Iranians are to be bombed.   Fox News encourages democrats to stop talking about the price of oil because it is carrying water for the Iranian regime.   Zionist "Journalist" Olivia Reingold demands answers from Mayor Mamdani about posts his wife has liked.   all that and more   To connect and organize with your local ICE rapid response team visit ICERRT.com The Congress switchboard number is (202) 224-3121. You can use this number to connect with either the U.S. Senate or the House of Representatives. Follow us on TikTok here: https://www.tiktok.com/@majorityreportfm Check us out on Twitch here: https://www.twitch.tv/themajorityreport Find our Rumble stream here: https://rumble.com/user/majorityreport Check out our alt YouTube channel here: https://www.youtube.com/majorityreportlive Gift a Majority Report subscription here: https://fans.fm/majority/gift Subscribe to the AMQuickie newsletter here: https://am-quickie.ghost.io/ Join the Majority Report Discord! https://majoritydiscord.com/ Get all your MR merch at our store: https://shop.majorityreportradio.com/ Get the free Majority Report App!: https://majority.fm/app Go to https://JustCoffee.coop and use coupon code majority to get 10% off your purchase Check out today's sponsors: DELETE ME: Get 20% off your DeleteMe plan when you go to joindeleteme.com/MAJORITY and use promo code MAJORITY at checkout. COZY EARTH: Go to cozyearth.com/MAJORITYREPORT for up to 20% off. NAKED WINES: To get 6 bottles of wine for $39.99, head to NakedWines.com/MAJORITY and use code MAJORITY for both the code AND PASSWORD.  SUNSET LAKE:  Head on over to SunsetLakeCBD.com and use coupon code "Left Is Best" (all one word) for 20% off of your entire order. Follow the Majority Report crew on Twitter: @SamSeder @EmmaVigeland @MattLech On Instagram: @MrBryanVokey Check out Matt's show, Left Reckoning, on YouTube, and subscribe on Patreon! https://www.patreon.com/leftreckoning Check out Matt Binder's YouTube channel: https://www.youtube.com/mattbinder Subscribe to Brandon's show The Discourse on Patreon! https://www.patreon.com/ExpandTheDiscourse Check out Ava Raiza's music here! https://avaraiza.bandcamp.com

Max Amini (comedian and actor) joins Chris Cuomo to talk about what the world misunderstands about Iran and the people who live there. Born in Arizona to an Iranian family and raised partly in Iran, Amini describes what it was like growing up between two cultures — experiencing both the warmth of Persian culture and the repression of the Islamic Republic. He explains the “double life” many Iranians live under the regime, the difference between the Iranian people and their government, and why Western audiences often get the country's identity wrong. Cuomo and Amini also discuss cancel culture in comedy, the pressure artists face in a social media age, and how propaganda and political messaging shape how Americans view the Middle East. Amini argues that storytelling — even through comedy — can help bridge cultural misunderstandings and bring attention to the reality of life inside Iran. The conversation also touches on the Iranian revolution, the role of the regime in fueling regional conflicts, and why Amini believes the Iranian people deserve to have their story told beyond the stereotypes often seen in the news. Join The Chris Cuomo Project on YouTube for ad-free episodes, early releases, exclusive access to Chris, and more: https://www.youtube.com/@chriscuomo/join Follow and subscribe to The Chris Cuomo Project on Apple Podcasts, Spotify, and YouTube for new episodes every Tuesday and Thursday: https://linktr.ee/cuomoproject Head to https://factormeals.com/cuomo50off and use code cuomo50off to get 50% off and free breakfast for a year (new customers only, auto-renewing subscription required). Get 20% off and free rush shipping on LEAN, the weight loss supplement from Brickhouse Nutrition, at https://takelean.com with promo code CUOMO. Head to https://Superpower.com and use code CUOMO at checkout for $20 off your membership. Live up to your 100-Year potential. #superpowerpod Learn more about your ad choices. Visit podcastchoices.com/adchoices

A.M. Edition for Mar. 10. Iran says the negotiations to end the war are off the table, even as President Trump says the conflict will be over “very soon.” WSJ Middle East correspondent Jared Malsin discusses the leverage Tehran believes it still possesses. Plus, WSJ commodities reporter Ryan Dezember explains why Americans have been insulated from higher energy costs, despite a surge in global natural-gas prices after fighting began in the Middle East. And Nasdaq will collaborate with crypto platform Kraken to launch tokenized stocks on its exchange. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Carl Jackson discusses the current state of gas prices and the US energy dominance under President Trump's administration. He talks about how the US has weakened Russia and Iran by increasing oil production and exporting liquefied natural gas, making them vulnerable to economic pressure. Carl also touches on the hypocrisy of Democrats, who claim to care about gas prices but have historically ignored the Arab Spring and supported appeasing Iran. He emphasizes that the US has an abundance of oil and is not dependent on the Middle East, and that President Trump's "drill, baby, drill" strategy is working to reduce global prices. Facebook: https://www.facebook.com/carljacksonradio X/Twitter: https://twitter.com/carljacksonshow Parler: https://parler.com/carljacksonshow Instagram: https://www.instagram.com/thecarljacksonshow http://www.TheCarlJacksonShow.com Visit our Store https://CarlJacksonStore.comSee omnystudio.com/listener for privacy information.

C1. Guests: Bill Roggio and Ambassador Husain Haqqani Headline: Global Markets Shudder as Oil Surges Past $100 Summary: War in the Middle East has triggered a damaging global economic surge, with oil exceeding $100 per barrel. Panelists discuss Iran's resilient regime and the appointment of late leader's son, Mojtaba Khamenei. (2)2. Guests: Bill Roggio and Husain Haqqani Headline: The Myth of Winning Through Air Power Alone Summary: Experts warn that air power cannot achieve lasting regime change and dismiss "boots on the ground" as politically impossible. They emphasize that Iran has historically resisted Western invaders for 2,000 years. (3)3. Guests: Ernesto Araújo and Alejandro Peña Esclusa Headline: A "New Dawn" as Cuba Negotiates with the White House Summary: Shifting dynamics in Latin America see Cuba entering direct negotiations with the Trump administration as Venezuelan oil subsidies end. The region's turn toward right-wing governments signals a major geopolitical transformation. (4)4. Guests: Ernesto Araújo and Alejandro Peña Esclusa Headline: Brazil's Election and the "Shield of the Americas" Summary: The panel analyzes Brazil's upcoming election where Flavio Bolsonaro is gaining ground against President Lula. They discuss how regional anti-crime initiatives and the war in Iran are influencing South American politics. (5)5. Guest: Malcolm Hoenlein Headline: Iran Launches Cluster Bombs Against Israeli Civilians Summary: Malcolm Hoenlein reports on Iran's use of cluster-bomb warheads against Israeli cities like Haifa. Despite the attacks and financial burdens, 93% of Israelis support the effort to end regional threats permanently. (6)6. Guest: Malcolm Hoenlein Headline: Regional Escalation and the Targeting of Energy Infrastructure Summary: Israel expands operations into Lebanon while Iran targets Azerbaijan's critical energy pipelines. China watches closely as its Middle Eastern oil supplies are threatened by the closing of the Strait of Hormuz. (7)7. Guests: Bill Roggio and David Daoud Headline: Hezbollah's Strategy to Protect the Iranian Regime Summary: David Daoud examines how Hezbollah's attacks aim to divert U.S. and Israeli focus from Tehran. The IDF responds by dismantling Hezbollah's financial institutions and propaganda networks to break their control over Lebanon. (8)8. Guests: Bill Roggio and David Daoud Headline: Psychological Warfare and the Threat of Drone Swarms Summary: Discussion centers on Hezbollah's use of inexpensive drone swarms and "pin pricks" to destabilize the Israeli psyche. Daoud explains these tactics aim to exhaust Israel's economy by making defense financially unsustainable. (9)9. Guests: Bill Roggio and Jonathan Sayeh Headline: Internal Resistance and the Mindset of Young Iranians Summary: Jonathan Sayeh provides insight into young Iranians who view the conflict as liberation from a 50-year occupation. However, he warns that destroying critical infrastructure risks alienating the population and damaging nationalism. (10)10. Guests: Bill Roggio and Jonathan Sayeh Headline: Monitoring the Fog of War in Tehran Summary: Analysts examine Tehran's internal state, noting that foot soldiers are becoming increasingly alienated. They monitor the Basij and regular military for signs of defection while the regime anticipates a ground invasion. (11)11. Guests: Bill Roggio and Edmund Fitton-Brown Headline: Iran's "Nihilistic" Attacks on Neutral Neighbors Summary: Iran has launched self-destructive missile attacks against neutral neighbors like Qatar, Oman, and Turkey. The panel critiques British indecisiveness and the lack of clearly articulated American war objectives. (12)12. Guests: Bill Roggio and Edmund Fitton-Brown Headline: The Question of Regime Change and "Boots on the Ground" Summary: Experts debate if the Trump administration seeks permanent regime change. They discuss the risks of mission creep and the extreme difficulty of empowering internal Iranian insurgencies without a clear roadmap. (13)13. Guests: Bill Roggio and John Hardy Headline: Zelensky Offers Drone Expertise to Counter Iran Summary: President Zelensky offers Ukrainian assistance to counter Iranian drones using battle-tested technology. Meanwhile, Vladimir Putin pledges unwavering support for Iran's new leadership as the conflict increasingly impacts the global stage. (14)14. Guest: Jessica Winkle Headline: Bias and Conflict of Interest in Climate Science Manuals Summary: Professor Jessica Winkle details controversy surrounding the federal judicial manual's climate chapter. She highlights significant conflicts of interest and the use of biased, non-neutral rhetoric intended for judges. (15)15. Guest: Gregory Copley Headline: Assessing the Air War and Global Oil Panic Summary: Gregory Copley evaluates the U.S.-Israeli air campaign against Iranian nuclear and military infrastructure. He notes the potential for the Iranian monarchy's return to rally opposition against the clerical regime. (16)16. Guest: Gregory Copley Headline: Russia and China's Strategic Stakes in the Iran Conflict Summary: The conversation examines how the war impacts Russia's trade corridors and China's primary oil supplies. Copley argues that U.S. air dominance serves as a profound warning to the leadership in Beijing. (17)

### 7. Mariam Wahba: Egypt's Economic Crisis Mariam Waba analyzes Egypt's domestic fuel hikes amid Middle East turmoil. She explains President Sisi's challenge in managing multiple crises, including Muslim Brotherhood threats, military economic dominance, and the influx of refugees from Sudan. (8)1930 TEHRAN CEMENT FACTORY

March 9, 2026Trump had no plan for what would happen in Iran, Initial strikes killed the people the administration thought could take over in Iran, Stopping traffic through the Strait of Hormuz has set off an energy crisis so severe it is threatening the global economy, Ties with Middle East countries are being strained by the spreading war, Increasing pressure over the Epstein files cause DOJ to release some missing documents, Desperate about the midterm elections, Trump attempts to force a vote on the SAVE Act to limit voting.  Trump issues conflicting message about the course of the Iran War. Watch today's recording here: https://www.youtube.com/live/g9TUa1Rwd6U?si=T8_KKcHQZElhpnZ-Get full, free access to Letters from an American here: https://heathercoxrichardson.substack.com/subscribeYou can also find me at:Bluesky: https://bsky.app/profile/hcrichardson.bsky.socialInstagram: https://www.instagram.com/heathercoxrichardson/?hl=enFacebook: https://www.facebook.com/heathercoxrichardson/YouTube: https://www.youtube.com/@heathercoxrichardson Get full access to Letters from an American at heathercoxrichardson.substack.com/subscribe

Defense Secretary Pete Hegseth says Tuesday will be the "most intense day" of U.S. strikes on Iran. Sen. Roger Marshall (R-Kan.) joins Meet the Press NOW to discuss the ongoing war in the Middle East and President Trump's efforts to pass the SAVE America Act. NBC News Chief Data Analyst Steve Kornacki previews the special election for former Rep. Marjorie Taylor Greene's seat and midterm primaries in Mississippi. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Stew rips the mask off Trump's Zionist puppet regime. Over the weekend, more American bodies piled up in Israel's endless Middle East war – a conflict Trump vows won't end until Netanyahu says so. Uncensored.AI founder J.D. Sharp joins Stew to expose how the Talmudic tribe controls churches, banks, Hollywood, media, and all mainstream AI to feed your sons into the war machine for their prophecy.

Our Chief Cross-Asset Strategist Serena Tang discusses how rising oil prices and geopolitical tensions could make stocks and bonds move in the same direction, challenging one of the key principles of portfolio diversification.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Serena Tang, Morgan Stanley's Chief Cross-Asset Strategist. Today: what happens if your main diversification strategy suddenly stops working because of oil price moves? It's Tuesday, March 10th, at 10am in New York. For decades, investors have relied on the idea that stocks and bonds return tend to move in opposite directions. When equities fall, bonds often rise, helping cushion portfolio losses. But that relationship isn't guaranteed. Between 2021 and 2023, coming out of the pandemic, stocks and bonds sold off together, and the traditional 60/40 equity-bond portfolio suffered its worst annual performance in nearly a century. Now, recent geopolitical tensions and rising oil prices are raising a familiar concern for investors: Could that uncertainty dynamic return? At first glance, oil prices may seem like a narrow commodity story. But in reality, they can shape the entire macroeconomic environment. The classic negative correlation between stocks and bonds depends on a fairly simple economic pattern: growth and inflation moving in the same direction. When economic growth accelerates, inflation often rises as well. In that environment, equities may perform well while bonds weaken. But when growth and inflation move in opposite directions, the relationship between stocks and bonds can flip. That's what happened coming out of the pandemic. Bond investors worried about rising inflation, while equity investors were worried about slowing growth. In that scenario, both asset classes' returns declined at the same time.A sustained oil price shock could potentially recreate those conditions. Higher oil prices can push up inflation while also weighing on economic activity – a combination that economists often refer to as stagflation. If markets begin to price in that kind of environment again, the relationship between stocks and bonds could shift back toward that less favorable regime. Despite recent volatility tied to tensions in the Middle East, the relationship between stocks and bonds today still largely reflects the traditional pattern. Overall, stock-bond returns correlation remains negative, meaning bonds can still help diversify equity risk. In fact, correlations between U.S. stocks and 2-year Treasury returns have been trending negative since 2024, and on a longer-term basis they are now extremely negative relative to the past three years. But the key point here is that not all bonds behave the same way. Many investors think of government bonds as a single asset class. But the maturity of the bond – how long it takes to repay – matters a lot for diversification. Shorter-dated bonds, such as 2-year U.S. Treasuries, have maintained stronger negative correlations with equities. Longer-dated bonds, however – particularly the 30-year Treasury – have behaved a bit differently. Their correlation with stocks has been stickier and less negative, partly because markets increasingly view longer-dated bonds as risky. As a result, the difference between how 2-year and 30-year Treasuries move relative to stocks has remained unusually wide for several years. In recent days oil prices have been rising -- linked in part to concerns around the Strait of Hormuz. That's pushing up yields at the front end of the Treasury curve, creating what's known as a bear-flattening. In other words, short-term interest rates are rising faster than long-term ones, reflecting markets placing more emphasis on inflation risks. And that brings us to the key questions for investors: Which risks will dominate from here – is it going to be higher inflation or slower growth? The answer could determine which assets provide better diversifications in the months ahead. So the takeaway is this: Higher oil prices and geopolitical risks could increase the chances that stocks and bonds move together again. But diversification isn't disappearing. It's just becoming more nuanced. For investors, the real question isn't whether bonds diversify portfolios. It's which bonds do. Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Why would someone raised as a Muslim decide to follow Jesus? What cost would you be willing to pay to be publicly aligned with the Son of God in a hostile nation? Join us for a riveting conversation with Brother Rachid, a man who is passionate about sharing the Gospel with people living in the Middle East.Become a Parshall Partner: http://moodyradio.org/donateto/inthemarket/partnersSee omnystudio.com/listener for privacy information.

Just to get you up to speed on oil prices: Brent Crude is at $92 a barrel this morning. Yesterday morning, it was at $117. While prices have dipped, they're still higher than they were before the Middle East war began. That means more money for oil producers. So will domestic producers use that extra cash to drill more? Also: the latest in Anthropic's dispute with the Pentagon and what to make of last year's big jump in product recalls.

As war in the Middle East pushes oil prices up, the price of jet fuel rises too. And that means air travel could get more expensive. The catch? Airlines are responding unevenly. In this episode, airlines balance pinched consumers with climbing fuel costs. Plus: Small business owner uncertainty is at its highest level in decades, investors scrutinize Oracle's AI spending, and a Minneapolis cafe owner switches to a pay-what-you-can model amid ongoing ICE operations in the area.Every story has an economic angle. Want some in your inbox? Subscribe to our daily or weekly newsletter.Marketplace is more than a radio show. Check out our original reporting and financial literacy content at marketplace.org — and consider making an investment in our future.

In this conversation, Dan Senor discusses the complexities of the current geopolitical landscape, particularly focusing on Iran's military ambitions and the implications for Israel and the U.S. He explores the potential for regime change in Iran, the military strategies being employed by the U.S. and Israel, and the political challenges that come with military engagement. Additionally, Senor emphasizes the importance of Jewish identity and community building in the face of rising anti-Semitism, while also critiquing local leadership's response to these issues. Be sure to check out the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠On Brand with Donny Deutsch YouTube page⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Takeaways Dan Senor is a leading expert on Israel and the Middle East. Iran poses a significant military threat to the region and beyond. The potential for regime change in Iran hinges on domestic unrest. U.S. and Israel's military strategies have achieved unexpected successes. Political challenges complicate military engagement in the Middle East. Building Jewish identity is crucial in combating anti-Semitism. Local leadership's rhetoric can exacerbate tensions in the community. Investing in Jewish life is essential for future generations. The U.S. must find a balance in its foreign policy approach. Effective leadership requires bringing down the temperature of rhetoric. Learn more about your ad choices. Visit megaphone.fm/adchoices

Just to get you up to speed on oil prices: Brent Crude is at $92 a barrel this morning. Yesterday morning, it was at $117. While prices have dipped, they're still higher than they were before the Middle East war began. That means more money for oil producers. So will domestic producers use that extra cash to drill more? Also: the latest in Anthropic's dispute with the Pentagon and what to make of last year's big jump in product recalls.