The Iranian "Wildcard" – Trading a Regime Change In this episode, we strip away the surface-level headlines to analyze the "Big Trade" lurking behind the current Middle East volatility: Iranian regime change. While the market is currently fixated on the immediate paralysis of the Strait of Hormuz—where a fifth of the world’s oil and LNG is effectively trapped —smart money is looking at the long-term structural shift that could follow a transition of power. From a trader’s perspective, Iran is...