This end-of-week episode caps January with insights from Jamal Qureshi, Mukesh Sahdev and Arne Lohmann Rasmussen. The panel debated whether $70 Brent prices in US-Iran risks, the likelihood of Hormuz disruption, military deterrence and China’s role, with contrasting views on tail risks, dollar debasement and why oil’s rally may stay volatile but capped.
