US-Iran conflict as US-China proxy war
The guest argued the US-Iran conflict is the first real proxy war between the US and China, with China supporting Iran to secure its Belt and Road energy corridor and prevent US hegemony.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.
The story so far
CONTESTED · 88 MENTIONS · 49 EPISODES · 20 SHOWS
23 AUG 2025 — 16 AUG 2026 · 2D AGO
21 SUPPORT · 4 CHALLENGE · 2 REPEAT · 61 MENTIONED
- SMARTERMARKETS
13 EPISODES BETWEEN · 32 MENTIONS
- MACROVOICES
- SMARTERMARKETS · 2 MENTIONS
- THE GRANT WILLIAMS PODCAST · 10 MENTIONS
- Iranian regime collapse risks regional fragmentation
- Iran regime decay, not collapse
- US aims to drive wedge between IRGC and army
- IRGC's power peaked in 2013, now waning
- Watch Iran's military dynamics for regime stability
- US and Israeli actions as external wildcards
- 2015 nuclear deal was a tactical respite, not surrender
- Regional powers see threat and opportunity in Iran's weakness
- Current protests fueled by IRGC's strategic failure, economic pain
- Iran's strategic culture shaped by western threats
- EMPIRE · 4 MENTIONS
- EMPIRE · 3 MENTIONS
- MACROVOICES
- MACROVOICES
- BIGGERPOCKETS REAL ESTATE PODCAST
- THE BUSINESS BREW · 3 MENTIONS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- THE POMP PODCAST
- SMARTERMARKETS · 2 MENTIONS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 2 MENTIONS
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- US-Iran conflict as US-China proxy war · THIS IDEA
- Market mispricing Iran war as quick win or taco
28 EPISODES BETWEEN · 46 MENTIONS
- WHAT BITCOIN DID
- MACROVOICES
- MONETARY MATTERS WITH JACK FARLEY · 3 MENTIONS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 2 MENTIONS
- THE JULIA LA ROCHE SHOW
- EMPIRE · 2 MENTIONS
- EMPIRE · 3 MENTIONS
- THE JULIA LA ROCHE SHOW
- MONETARY MATTERS WITH JACK FARLEY
- EMPIRE · 3 MENTIONS
- THE JULIA LA ROCHE SHOW
- THE GRANT WILLIAMS PODCAST · 4 MENTIONS
- MACROVOICES
- EXCESS RETURNS
- THE GRANT WILLIAMS PODCAST · 2 MENTIONS
- FORWARD GUIDANCE · 2 MENTIONS
- ALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG
- ODD LOTS
- REAL VISION DAILY BRIEFING
- COMMODITY CULTURE
- PALISADES GOLD RADIO · 2 MENTIONS
- MACROVOICES
- COMMODITY CULTURE
- WEALTHION - BE FINANCIALLY RESILIENT · 4 MENTIONS
- MACROVOICES
- PALISADES GOLD RADIO
- PALISADES GOLD RADIO
- PALISADES GOLD RADIO · 2 MENTIONS
- MACROVOICES
- WEALTHION - BE FINANCIALLY RESILIENT
- BLOOMBERG SURVEILLANCE
- THE JULIA LA ROCHE SHOW
- WEALTHION - BE FINANCIALLY RESILIENT
- THOUGHTFUL MONEY · 2 MENTIONS
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD