Peter Zeihan: The War With Iran Could Reshape the Global Economy | Prof G Conversations
Peter Zeihan joins Scott Galloway to discuss the U.S.-Iran war, the Strait of Hormuz blockade, and how the conflict could collapse energy supplies and reshape the global economy.
The gist
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Zeihan says 150 million barrels were shut in within 10 days, enough to trigger a global recession even if the conflict stops now.
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Iran's new supreme leader is a military hardliner with no reason to surrender, so Zeihan expects the conflict to drag on indefinitely.
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Zeihan warns China may have only 40 days of oil import cover, making East Asia the most overlooked economic risk of the conflict.
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Zeihan says companies should assume zero returns from China-dependent supply chains and start rebuilding manufacturing in the Western Hemisphere now.
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Zeihan on Geopolitics
· "Peter Zeihan is a geopolitical strategist and founder of Zeihan on Geopolitics."
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