Macro Mondays Macro Sunday #35 - War between the US and Iran? Guest: Jacob Shapiro
Feb 4, 2024
Geopolitics expert Jacob Shapiro joins the podcast to discuss the potential war between the US and Iran. They explore the implications for global markets, examine the stabilization of ship traffic, and express concerns about unresolved issues impacting shipping activity. They also delve into recent actions by Iranian militias, the lack of interest in escalation from most state actors, and the role of geopolitical competition in driving tech innovation and energy transition. The discussion includes rumors of a truce between Israel and Hamas and its potential impact on the oil price.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 2min
Stabilization of Ship Traffic, Concerns for Christmas Season, and Risk of Escalation between Iran and US
02:23 • 2min
Recent Actions by Iranian Militias and Trump's Comment
04:10 • 2min
US-Iran Relations and Geopolitical Tensions
06:00 • 29min
Geopolitical Competition and Tech Innovation
34:57 • 7min
Rumors of Truce and Impact on Oil Price
41:47 • 2min