Forever war with Iran would sustain high oil
The guest argued a low-probability 'forever war' scenario where Iran retains control of the Strait of Hormuz would lead to a higher, sustained oil price.
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The story so far
CONTESTED · 49 MENTIONS · 37 EPISODES · 18 SHOWS
21 JUL 2026 — 5 AUG 2026 · YESTERDAY
36 SUPPORT · 10 CHALLENGE · 3 REPEAT
- PROF G MARKETS
30 EPISODES BETWEEN · 41 MENTIONS
- THOUGHTFUL MONEY
- PALISADES GOLD RADIO
- THE OPTIONS INSIDER RADIO NETWORK
- THOUGHTFUL MONEY
- COMMODITY CULTURE · 3 MENTIONS
- EXCESS RETURNS
- THOUGHTFUL MONEY
- MACROVOICES · 2 MENTIONS
- THE DIVIDEND CAFE
- THE POMP PODCAST
- WSJ WHAT'S NEWS
- THE OPTIONS INSIDER RADIO NETWORK
- WSJ WHAT'S NEWS
- BLOOMBERG SURVEILLANCE
- SMARTERMARKETS · 3 MENTIONS
- PROF G MARKETS
- THE DIVIDEND CAFE
- COMMODITY CULTURE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- MONETARY MATTERS WITH JACK FARLEY
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- PALISADES GOLD RADIO · 4 MENTIONS
- WSJ WHAT'S NEWS
- CNBC FAST MONEY
- PLANET MICROCAP PODCAST · 2 MENTIONS
- COMMODITY CULTURE · 2 MENTIONS
- REAL VISION DAILY BRIEFING
- CNBC FAST MONEY
- PALISADES GOLD RADIO
- WEALTHION - BE FINANCIALLY RESILIENT
- MARKETPLACE
- COMMODITY CULTURE · 2 MENTIONS
- Energy markets a 'no touch' due to political risk
- Forever war with Iran would sustain high oil · THIS IDEA
- BLOOMBERG SURVEILLANCE
- THE DIVIDEND CAFE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD