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Jacob Shapiro: U.S. Bombs Iran, Now What? — Trump's Gamble, WW3 Fears & A Global Power Shift

4 snips
Jun 23, 2025
In this engaging discussion, Jacob Shapiro, Head of Geopolitical and Macro at the Bespoke Group, analyzes the recent U.S. military actions against Iran. He explores whether Trump's strike is a strategic gamble or a dangerous risk. Shapiro discusses the consequences of U.S. unpredictability in global alliances and the declining dollar, while examining China's ambitions in the Middle East. He raises alarm over the internal chaos in Iran and its implications, warning about the underestimated threats facing the West amid these geopolitical tensions.
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INSIGHT

Global Instability Shapes Conflict

  • The Middle East conflict with Iran is part of a broader region-wide instability from Russia-Ukraine to India-Pakistan tensions.
  • This wider chaos influences global political and market dynamics, beyond just the Middle East.
INSIGHT

Iran Faces Isolation Alone

  • Iran stands alone without military allies; Russia, China, and others refuse to defend it.
  • The absence of support diminishes the threat of a wider war involving Iran.
INSIGHT

China Avoids Military Conflict

  • China values Iranian oil access but will not militarily defend Iran or risk conflict escalation.
  • China is accelerating renewable energy to minimize Middle East oil dependence and avoid military entanglements.
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