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Bloomberg Surveillance

Single Best Idea with Tom Keene: Robert D. Kaplan & Ed Morse

Apr 3, 2024
Renowned geopolitical analyst Robert D. Kaplan discusses potential Israeli policy changes post-Netanyahu and insights on Gaza, Hamas, and Hezbollah. Expert Ed Morse analyzes the impact of Brent crude oil reaching $90 a barrel and global hydrocarbon market dynamics, highlighting supply side factors and market distortions.
06:35

Podcast summary created with Snipd AI

Quick takeaways

  • Post-Netanyahu Israel may maintain strong military strategies targeting Hamas, Hezbollah, focusing on security and sovereignty.
  • Global oil market dynamics at $90 a barrel driven by supply constraints, hinting at price correction with resolved challenges.

Deep dives

Analysis of Robert D. Kaplan's Insight on Post-Netanyahu Israel Policies

Robert D. Kaplan offers valuable insights into the potential post-Netanyahu Israel policies, highlighting a continuation of strong military strategies targeting Hamas and Hezbollah. Despite the leadership change, Kaplan suggests a consistent approach towards maintaining sovereignty through military actions. He emphasizes a diplomatic shift while foreseeing a continuation of the fundamental war-oriented policy, especially in regions like Gaza and northern Israel.

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