{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Chuck Yates Got A Job","title":"Crude Tensions: the Missing Israel - Iran Risk Premium","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/2e1176f1\"></iframe>","width":"100%","height":180,"duration":5153,"description":"James Kostohyrz argues there’s a real chance that Israel and Iran are going to war.  Like bombs and missiles.  Real war. If so, what’s Iran’s first move?  Shut down the Strait of Hormuz and immediately block 20% of the world’s oil production.  Oh crap.  What would that mean for oil prices?   It’s a scary yet possible scenario we are facing.  Horrifying with huge ramifications for oil prices.  James argues it’s not priced into today’s crude prices.\nClick here to watch a video of this episode.\n00:00 - Intro\n01:52 - How Anas Makes Money\n03:09 - Geopolitical Risk and Oil Prices\n07:10 - Impact of Middle East War on Oil Prices\n11:29 - Iran's Blockade of the Strait of Hormuz\n17:59 - Iran's Economy and Potential Regime Change\n27:46 - Public Executions in Iran\n28:40 - Israel's Regime Change Policy\n29:40 - Likelihood of Regime Change in Iran\n32:53 - US Shale Revolution Insights\n34:00 - Overconfidence in US Shale Production\n36:20 - Asymmetric Risk/Reward in Energy Sector\n40:00 - Market Strategies for Investors\n43:53 - Israeli Perspectives on Regional Issues\n51:54 - Trump Administration's Potential Actions\n58:05 - Scenarios for War Outcomes\n1:00:50 - Potential Peace Deal Scenarios\n1:02:44 - Iran's Nuclear Program and Israeli Strategy\n1:05:50 - Trump’s Iran Policy and Diplomacy Prospects\n1:10:05 - Israel's Threat from Iran's Proxies\n1:11:02 - Ukraine's Role in the Conflict\n1:19:10 - Market Apathy Towards Geopolitical Risks\n1:20:17 - Contact Information for Teddy\n1:21:10 - Recent Changes in Israel\n1:23:06 - October 7, 2022 Events\nhttps://twitter.com/collide_iohttps://www.tiktok.com/@collide.iohttps://www.facebook.com/collide.iohttps://www.instagram.com/collide.iohttps://www.youtube.com/@collide_iohttps://bsky.app/profile/digitalwildcatters.bsky.socialhttps://www.linkedin.com/company/collide-digital-wildcatters","thumbnail_url":"https://img.transistorcdn.com/c5WQufo5wbt5DUoayihGmjPfi-6mpIXlFv-B8NwxUXk/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS81ODIw/NmQyYjMwOTI3MTcw/NjU3ZTI2NDViYTlk/M2NkNi5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}