Geopolitics and Policy
Middle East conflict
Not on the starting list: Claude named it and a second pass merged look-alike labels into it.
- Episodes
- 82
- Share
- 7.6%
- Shows
- 56
- Net sentiment
- −0.69
Bullish 3Mixed 14Neutral 17Bearish 48
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 3
- Strait of Hormuz disruption locks Gulf refinery exports, tightening the seaborne diesel market and pushing prices up.The Global Diesel Problem · Thoughts on the Market · Sep 24
- Peak escalation appears past, with oil positioning crowded and conflict moving in cycles of de-escalation.Are Markets About to Take Off Again? | Macro Mondays: September 21, 2026 · Real Vision · Sep 21
- Hopes of Iran reopening the Strait of Hormuz pushed oil lower, supporting risk assets.9AM HOUR: Nasdaq Extends Record Run, AI Trade Goes "Meta," Paramount Settlement 9/22/26 · Squawk on the Street · Sep 22
Bearish 48
- Escalating Houthi and Iranian attacks raise risks to Gulf energy infrastructure and shipping lanes.Houthis strike Riyadh jet-fuel depot as Turkey, Pakistan vow Saudi Arabia support · Iran: The Latest · Sep 21
- Discussion centers on wounded Israeli soldiers, Gaza fighting, and the ongoing conflict's toll on Israel.Sneak Peek: Amit Segal on why Israel can't address its long-term problems, and more... · Call Me Back - with Dan Senor · Sep 26
- Discussion centers on instability, militia power, wars and regime risks threatening regional stability and investment.The Region that Defies Prediction. The Middle East’s Past Upheavals and the Storms Yet to Break. With Author Simon Sebag Montefiore · Money Maze Podcast · Sep 25
- Iran war and attacks on regional oil infrastructure are tightening supply and pushing prices higher.Gas Prices and Oil Wars · It Could Happen Here · Sep 24
- Pape argues the Iran war keeps escalating, cutting Gulf oil supply and deepening the regional crisis.The Escalation Trap: Is America's Strategy in Iran Backfiring? · The Great Simplification with Nate Hagens · Sep 23
- Analysts see Israel's war-related images and policy eroding its international standing and security backing.Is Israel’s Global Standing on The (Israeli) Ballot? - with Amit Segal and Nadav Eyal · Call Me Back - with Dan Senor · Sep 24
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- Iran war costs, interceptor depletion, and military losses are presented as heavy risks and burdens.Daily Digest Sep 23: Trump Tells UN He May Annihilate Iran, Calls for US Diesel Export Ban - China Outbuilds US Drones 300-to-1 · Peak Prosperity · Sep 23
- Escalating Iran threats and possible strikes raise risks of wider war and oil supply disruption.Daily Digest Sep 21: Trump Mulls Blowing Up All of Iran, and Hackers Unlock Flock Secrets - Will the Rate Hike Fix Inflation? · Peak Prosperity · Sep 21
- Hormuz closure and attacks on Saudi and Russian energy sites signal supply shocks and escalating risk.Daily Digest Sep 26: France to Send Troops to Saudi Arabia, Britain Assigns Every Billionaire a Tax Compliance Officer · Peak Prosperity · Sep 26
- Iran blockade talks look stalled, with escalation risk keeping oil elevated and markets exposed.Geopolitics could continue to dog this market for a long while yet. · Saxo Market Call · Sep 25
- Iran war disruption to Gulf refining and energy flows is framed as raising fuel costs and risk.Gas Prices Skyrocket, Trump Freaks Out & His Powerlessness Is Exposed: The True War Agenda Revealed · The Tucker Carlson Show · Sep 24
- Speaker expects continued escalation disrupting oil supply and pipelines, keeping energy prices elevated and risky.MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle · Macro Voices · Sep 24
- Iran war casualties, Houthi threats to Red Sea shipping, and uncertain negotiations point to continued regional risk.Trump Claims “The Spoils” at the U.N. · Shield of the Republic · Sep 23
- Stalled Iran-US talks and possible Hormuz tolls raise risks to oil supply and Gulf stability.UBS On-Air: Paul Donovan Daily Audio 'Independent thinking' · UBS On-Air: Market Moves · Sep 22
- Speaker alleges a written plan to infiltrate both parties, NGOs and institutions, and urges designating the group a terrorist organization.The Brutal Details About Islam's Plan That the Media Ignores | Brigitte Gabriel · The Rubin Report · Sep 25
- Iran war, Strait of Hormuz disruption and stalled talks keep supply risk and prices elevated.Global Gas Shortage: This Is When Oil Price Doubles | Josef Schachter · The David Lin Report · Sep 24
- Iran war and Hormuz disruption keep oil flows constrained, pressuring energy supply and prices.Shashank Joshi on Why Russia Won't Invade NATO—Yet · The Good Fight · Sep 23
- Guest predicts escalation with Iran and oil supply disruption, framing it as a risk to stability.Kontrarian Korner #154 - LTC Steven Murray · Kontrarian Korner · Sep 23
- Iran conflict and Hormuz disruption are cutting Saudi exports and tightening global refined product supply.Saudi Cuts Europe Off, Burchett Wants a Diesel Export Ban & the Big Inch Plan | BDE 09.22.26 · Big Digital Energy · Sep 22
- Discussion centers on the Israel-Iran war, Gaza and regional escalation with no resolution in sight.Max Blumenthal on His Iran Trip, Being Detained by Trump & the Globalist Chokehold on American Media · The Tucker Carlson Show · Sep 21
- Gaza casualties, Netanyahu's conduct and Israeli politics are framed as deepening instability.“Gonna Be CHAOS!” Xi Jinping Meets Trump + Netanyahu vs Mamdani | With Jeffrey Sachs · Piers Morgan Uncensored · Sep 23
- Iran conflict keeps oil elevated and markets uneasy, with Treasury yields at multi-year highs.S15 EP171: Hour 1 - Trump, Xi, and Peace · The Erick Erickson Show · Sep 23
- Iran-linked disruption of Hormuz and pipelines keeps oil and diesel prices elevated and supply tight.An Energy Crisis & A Global Economic War · This Week in Geopolitics · Sep 21
- The Iran war has expanded to Houthi attacks threatening Saudi Arabia and shipping lanes.Fareed Zakaria on America’s Retreat from the World · The Prof G Pod with Scott Galloway · Sep 24
- China's informal cooperation with Russia, North Korea and Iran is seen as undermining the Western order.Americano: the truth about Xi & Trump’s summit · Best of the Spectator · Sep 27
- Houthi strikes on Riyadh and Aramco infrastructure escalate the Saudi-Houthi conflict.This Week in Business: Venezuela next out of OPEC? RAK’s ‘haunted’ palace and Amazon HQ rumours · This Week In Business · Sep 25
- Iran war is seven months old with no clear end, keeping oil prices elevated.The Week: Trump vs the Press, Meta’s AI Win, and the Turning Political Tide · The Prof G Pod with Scott Galloway · Sep 25
- Iran escalation in Hormuz and the Red Sea threatens energy flows and market stability.MacroVoices #551 Michael Every: Decoding The Global Geopolitical Puzzle (Part 2) · Macro Voices · Sep 25
- The Iran conflict pushes oil prices higher, pressuring supply chains and markets.Don’t Wait For Cheaper Stocks — Rebecca Walser On Stocks To Buy Now · Street Talk · Sep 24
- Houthi territorial gains near Bab al-Mandab threaten shipping choke point and could drive sustained closure risk.Crosswire — September 23, 2026 · Crosswire · Sep 23
- Iran's defiant UN speech, Trump's annihilation threat and Hormuz shipping attacks signal escalating risk.Iran's Pres. at UN calls Pres. Trump a bully and says Iran will never 'bend the knee' | Chinese Pres. arrives in DC for state visit | AI company CEO's brief UN Security Council · Washington Today · Sep 23
- Hormuz shipping, Houthi uncertainty and possible US diesel embargo threaten oil supply and European prices.The narrowness of the advance at least a medium term concern. · Saxo Market Call · Sep 23
- The Iran war has cut Saudi output and disrupted oil flows, raising costs broadly.Prof. Steve Hanke: ‘Trump is TRAPPED in Inflation Crisis’ Warns to STAY AWAY from US Bond Market · Going Underground Hosted by Afshin Rattansi · Sep 21
- Iran war drives energy prices and market stress; Trump and Iran's president trade threats.US Treasury yields soar · FT News Briefing · Sep 24
- The Strait of Hormuz standoff keeps oil elevated, and prolonging it raises risks, with no clear resolution.The Market Took a Week to React to the Fed · Know Your Risk Podcast · Sep 23
- Strait of Hormuz disruptions have pushed oil prices sharply higher and threaten global trade choke points.If Global Trade Breaks, It’s Worse Than 2008 | Ed Conway · The Master Investor Podcast with Wilfred Frost · Sep 22
- The escalated Middle East war hurts oil-linked and Dubai real estate fundamentals and investor confidence.Economics: PODCAST|Key Takeaways: 2026 Emerging and Frontier Markets Opportunities Conference · At Any Rate · Sep 22
- The Iran war is called the gravest threat to global prosperity and stability.AI, Trade, Taiwan—Here's What To Expect From The Trump-Xi DC Summit: Expert · Forbes Newsroom · Sep 21
- Speakers link the Iran conflict to higher oil and diesel prices hurting consumers.The Scott Adams School - 09/21/26 Monday With The Home Team. The Middle Class Will Decide! · Real Coffee with Scott Adams · Sep 21
- South Korea declined to join a Hormuz mission amid the Iran war, raising shipping and oil supply risks.Daily Digest Sep 25: Good News Friday: Homeschoolers Top National Averages as HHS Opens EMF and Glyphosate Reviews · Peak Prosperity · Sep 25
- Naval blockade ultimatum and threatened interdictions push oil higher and stress diesel supply.This is nuts - when's the intervention? · Saxo Market Call · Sep 24
- China's ties to Iran and the Strait of Hormuz disruption are presented as a serious risk to China and the US.China Insider | Trump-Xi Summit, BYD's "Evergrande" Crisis, Xi Jinping's Health Concerns · China Insider · Sep 22
- Iran war disruption and Houthi advances near the Red Sea threaten oil shipments.MOVE more important than VIX · Saxo Market Call · Sep 21
- US-Iran conflict fears push oil prices and inflation expectations higher, hitting risk assets.2465: $15 Trillion BlackRock Says AI Will Drive Massive Bitcoin Demand · Bitcoin News Alerts | Daily BTC Macro Signal · Sep 23
- Iran-related shipping disruption and fuel price spikes are said to strain fertilizer and food supplies.The Green Revolution has failed Africa · Farm Gate · Sep 22
- Diesel price records and energy shock risks pressure inflation and consumers.Nasdaq posts record close driven by AI trade · Squawk Box Europe Express · Sep 21
- Welch says the Iran war has raised diesel prices and no clear negotiated exit exists.Ken Langone, Sen. Peter Welch & Anthony Scaramucci 9/22/26 · Squawk Pod · Sep 22
- The US war with Iran is portrayed as strategically futile and damaging to American interests.The U.S.–China Relationship Is Moving in Two Directions · The Long Game with Jake Sullivan and Jon Finer · Sep 24
Mixed 14
- Gulf diplomacy has improved sentiment somewhat, but talks remain indirect and rhetoric stays aggressive.UBS On-Air: Paul Donovan Daily Audio 'Spinning away from war?' · UBS On-Air: Market Moves · Sep 23
- Talks with Iran offer hope of a deal, but threats and war keep oil and risk sentiment unsettled.U.S.-Iran meeting at the UN · Squawk Box Europe Express · Sep 22
- Iran sanctions and possible Hormuz reopening cut oil prices, cutting both ways for energy investors.Daily Digest Sep 22: Bessent Threatens Shutdown of Iranian Airlines, White House Debuts TrumpTV, Anthropic Enters Pharma · Peak Prosperity · Sep 22
- China cutting energy imports and diesel exports affects oil and gas prices tied to the Iran war.Fault Lines Episode 628: Xi in Washington: Trade, Tech, Taiwan, and the Iran Wild Card · Fault Lines · Sep 21
- Economic pressure campaign and blockade against Iran aim to force a deal, with uncertain timing and outcome.Secretary Bessent: China Trade Extension & Economic Pressure On Iran · The Bret Baier Podcast · Sep 24
- Rumors of US-Iran talks drove equity optimism, but the speaker doubts credibility and sees skepticism from officials.Stocks Stayed Flat as Bond Yields Exploded. Something Doesn't Add Up · Know Your Risk Podcast · Sep 24
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- Ongoing Iran standoff creates tail risks, yet hopes of talks are pulling oil prices lower.Nasdaq Hits a Record High—But More Stocks Are Hitting New Lows · Know Your Risk Podcast · Sep 21
- Possible Iran deal could ease oil and yields, but conditions and red lines leave outcome uncertain.10AM Hour: Akamai CEO, Trump-Xi Updates, and AI Banks Risks 9/25/26 · Squawk on the Street · Sep 25
- Strait of Hormuz oil flows recovered, but Saudi contract cancellations and elevated gas prices keep supply uncertain.US Takes Control of Greenland | Vance Rallies in Iowa | Toys R Us Enters Its Gilded Age | 9/21/26 · The A.M. Update · Sep 21
- Iran's Strait of Hormuz closure and nuclear talks create uncertainty, with China accused of indirect support.A Trump-Xi Summit & Cathie Wood’s Investor Letter 9/25/26 · Squawk Pod · Sep 25
- Possible Trump-Pezheshkian meeting offers hope, but rhetoric remains aggressive.UBS On-Air: Paul Donovan Daily Audio 'Affordability, again' · UBS On-Air: Market Moves · Sep 21
- Peace talk headlines lift markets, but skeptics doubt a deal and see sanctions pressure as the real lever.Trump-Xi Summit, Navigating Higher Yields, Oracle’s ‘Force Majeure’ 9/24/26 · Power Lunch · Sep 24
- Oil spikes tied to the Iran conflict may fade if escalation stops, though the war's costs are rising.AI Is Turning Big Tech Into a Commodity Business · Know Your Risk Podcast · Sep 22
- Iran's offer to reopen the Strait of Hormuz depends on easing U.S. military pressure, leaving outcome uncertain.Morning Briefing: Elemental Royalty Announces US$290 Million Acquisition of Royalty and Streaming Portfolio · Mining Stock Daily · Sep 22
Neutral 17
- Historical discussion of regional conflicts, partitions, and wars with no investing angle.Simon Sebag Montefiore on the Origins of the Modern Middle East · The Good Fight · Sep 26
- Covers Houthi advances, Iran conditions for talks and Saudi shipping, reported factually without a clear investing lean.President Trump to Address UN General Assembly on Tuesday + UK RAF to Provide Air Refueling Support to Saudi Arabia + US Army Contracts Precision Strike Missile Inc 2 · I - On Defense Podcast · Sep 22
- Covers Iran's regime, Gaza and Israel with no direct investing angle discussed.UN's Jaws Drop as Javier Milei Roasts Them to Their Faces · The Rubin Report · Sep 24
- Historical and current conflict analysis with no direct investing implication.149: Patriotism is too important to leave to extremists, with Prof. Alex Yakobson · Ask Haviv Anything · Sep 25
- Trump's UN speech threatened Iran and predicted a deal after the midterms, discussed factually.The Scott Adams School 09/23/2026 · Real Coffee with Scott Adams · Sep 23
- Covers UN speeches and Gaza claims factually, with the ceasefire's durability as the main open question.Crosswire — September 26, 2026 · Crosswire · Sep 26
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- Iran war exposed air power limits and readiness gaps, with Iran's air defenses still effective.Defense & Aerospace Daily Podcast [Sep 21, 2026] Look Ahead w/ Byron Callan · Defense & Aerospace Report · Sep 21
- Discussed as US war with Iran and China's support for Tehran, without a clear market angle.Xi Jinping meets Trump: who holds the cards? · Today in Focus · Sep 24
- US-Iran indirect talks show public gap and a fragile back channel, with the Strait of Hormuz as the flashpoint.Crosswire — September 24, 2026 · Crosswire · Sep 24
- Discussed factually as China's role in supporting Iran during the war.Xi Jinping meets Trump: who holds the cards? · Full Story · Sep 24
- Ongoing conflict keeps energy prices high; timing of resolution is highly uncertain.Energy Shock and Rate Hikes Could Cause a 2022 Style Bear Market | Eric Wallerstein | Clocktower Group · Monetary Matters with Jack Farley · Sep 23
- Iran war discussed as a possible area of US-China cooperation, with China's influence on Tehran.The State of U.S.-China Relations Ahead of the Trump-Xi Summit: A Conversation with Demetri Sevastopulo and Xiangwei Wang · ChinaPower · Sep 23
- Treasury is expanding sanctions on Iran, with timing of effects uncertain.Treasury Sec. Bessent, AI Control, & the White House Press Pool 9/21/26 · Squawk Pod · Sep 21
- The Iran war drives shipping disruption and is a topic of the summit.Will Trump and Xi extend their trade truce? · FT News Briefing · Sep 23
- Pakistan's role in mediating the Iran conflict and its missile and Israel-related implications were mentioned.Pakistan under seige - Fight U.S. imperialism, free Imran Khan! with Rizwana & Comrade Eibhlin · SpartTalk · Sep 27
- Brief mention of Trump warning Iran at the UN about nuclear weapons.59% of Democrats Would Back a Military Coup? The Poll That Should Alarm Everyone · American Ground Radio · Sep 23
- Authoritarian states such as Iran are seen as cooperating with China and Russia.Navigating the New Global Order: Rebeccah Heinrichs, Senior Fellow at Hudson Institute · The Reboot Chronicles with Dean DeBiase · Sep 23
Around it
Companies named
- Exxon Mobil1
- Saudi Aramco1
- ExxonMobil1
- Aramco1
Shows that covered it most
- Peak Prosperity5
- Know Your Risk Podcast4
- Saxo Market Call4
- Squawk Pod3
- UBS On-Air: Market Moves3
- Crosswire3
Travels with
Themes in the same episodes, against chance.
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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