Show notes
Send us Fan Mail Missiles, markets, and political panic all collide as we try to make sense of a rapidly escalating U.S. Iran war. We walk through the latest battlefield signals, including U.S. Tomahawk strikes, the reluctance to risk sustained flyovers, and why the Strait of Hormuz has become the defining chokepoint for global oil prices and commercial shipping. When Iran declares the strait closed and Washington insists it “controls” it, the real question becomes simple: who can impose cost...

