Episode Details
Back to EpisodesKharg Island, Inflation, Gold Oh My
Description
00:00 - Friday Rituals and Hibachi Tips
01:24 - How Liquidity Risk Turns Into Credit Risk
03:36 - The Asymmetry of the Strait of Hormuz
06:15 - The Bull Case vs. Reality of Taking Kharg Island
09:07 - U.S. vs. Israel: Differing Geopolitical Incentives
12:44 - The Economic Reality of $180 Oil and Gasoline Spikes
14:42 - Negotiating with Paranoia: The Iranian Leadership Dilemma
17:25 - Institutional Positioning: Insurance vs. Overleveraged Tech
19:36 - Refinancing Risk and the S&P 500 Outlook
21:56 - Using the Lumida Invest App to Track Insider Selling
24:19 - The "Moment to Buy" and the Coming Face-Ripping Rally
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