Show notes
Send us Fan Mail The Iran war isn’t just a battlefield story, it’s a chokepoint story. When the Strait of Hormuz is squeezed, the shock doesn’t stop at oil prices. It hits shipping lanes, airlines, fertilizer and food costs, supply chains, and the political patience of voters already stretched by inflation. We dig into why a ceasefire can look stable on TV while the underlying leverage remains dangerously intact, and why that makes any “clean” victory narrative hard to sustain. We’re j...

