Mario Nawfal

Paul Craig Roberts, an economist, author, and former Treasury official, discusses renewed Iran war risks, Israel’s influence on U.S. policy, and America’s shrinking role in the Middle East. He examines how conflict and tariffs could intensify inflation, Europe’s energy crisis, China’s rise, Western division, and the limits of tariffs in reversing deindustrialization.

French political commentator Le Raptor and journalist Alexis Poulin examine France’s unrest as 410,000 march and 1,000 are arrested. They discuss Macron’s decade in power, youth disillusionment, rising nationalism, EU control, deindustrialization, energy costs, and support for Ukraine. The conversation also explores Marine Le Pen’s 2027 momentum, Mélenchon, French sovereignty, and fears of a wider NATO-Russia conflict.

Larry McDonald, founder of the Bear Traps Report and author of two books on markets, explores how war, oil, inflation, and Fed policy could reshape the economy. They discuss a historic commodities bull market, reshoring’s inflationary cost, energy security, China’s refining leverage, housing stress, recession risks, concentrated indexes, Apple’s outlook, and warning signs beneath the AI boom.

Trita Parsi, an Iranian-American foreign-policy analyst and Quincy Institute executive vice president, examines alleged Israeli incursions into Iranian airspace and the risk of renewed war. They explore internal Israeli divisions, stalled U.S.-Iran negotiations, shifting political timelines, and possible Houthi and Gulf responses. The conversation also covers Saudi diplomacy, Gaza and Hebron, Turkey’s role in Syria, and Lebanon’s disputed agreement with Israel.

Amichai Stein, an Israeli journalist covering politics and national security, discusses Netanyahu’s plans for possible action against Iran and tensions with IDF leadership. They examine election risks, Mossad’s position, coalition politics, and potential leadership changes. The conversation also explores Hebron demolitions, collective punishment debates, post-October 7 security thinking, and rising annexation rhetoric around Gaza and neighboring territories.

Keith McCullough, founder and CEO of Hedgeye Risk Management, brings a macro strategist’s lens to Brazil’s market collapse, surging oil, and the fragile AI bubble. He explores slowing U.S. growth, widening credit risks, political dysfunction, and the Fourth Turning. He also discusses portfolio hedging, short selling, precious metals, and investment opportunities beyond AI megacaps.

A mysterious explosion in Syria may ignite a new proxy war as tensions intensify across the region. The discussion explores Israel’s internal political and military divisions, possible U.S. and Israeli operations against Iran, Hezbollah’s rebuilding, Houthi attacks on Saudi Arabia, and shifting cooperation among Iran, Turkey, Pakistan, Saudi Arabia, Egypt, and Russia. Oil routes and the Strait of Hormuz add further pressure.

Peter Schiff, economist, author, investor, and Euro Pacific Capital CEO, joins a high-stakes discussion on oil surging past $117, gold’s next breakout, and Treasury yields climbing. They explore AI’s debt-fueled boom, housing-market collapse risks, Japan’s weakening yen, China’s quiet gold accumulation, Middle East wars, sanctions, and the accelerating shift away from the dollar.

Investigative journalist Ryan Grim discusses mounting pressure on independent media, reports that Israel’s military leadership is resisting a pre-election war with Iran, and the possibility of a Trump strike before the midterms. The conversation also examines Israeli influence in Washington, attacks on Gaza journalists, collective punishment in Hebron, Iran’s negotiating stance, the strategic importance of the Strait of Hormuz, and the rise of a multipolar Middle East.

Luiz Philippe Bragança, a Brazilian politician and author, joins David Wolf, a Brazil-focused financial markets analyst, to examine Lula’s narrow election victory. They discuss disputed electronic voting, alleged judicial influence, regional voting patterns, market turmoil, potential pressure on opposition figures, Brazil’s growing ties with China, and the result’s wider impact on Latin America.