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
- 51
- Share
- 4.8%
- Shows
- 36
- Net sentiment
- −0.74
Down from 7.6% of episodes in the weeks before; net sentiment was −0.69.
Bullish 2Mixed 4Neutral 20Bearish 25
2 weeks
Share of each week's episodes, and net sentiment.
0%2%4%6%
Sep 21Sep 28
Net sentiment
−10+1
Sep 21Sep 28
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 2
- Ongoing Iran war and strait blockade keep oil supply tight and prices elevated.Oil & Gas Investing: Iran, Strait of Hormuz, OPEC+, and the Shale Revolution (with Robin Mills) · The Wealth Elevator Podcast: Real Estate, Taxes, Investing · Sep 29
- Ongoing Middle East disruption removes barrels from the market and pressures sour crude grades.Middle East supply concerns strengthen market for Russian oil · Oil Markets · Oct 1
Bearish 25
- Militia threats, border closures and disputes over US military presence raise regional instability risks.THE US SOLDIERS LEAVE IRAQ - But American Companies Are Moving In · My FX Buddies · Oct 2
- Iran war, Houthi attacks on Saudi oil facilities and Red Sea shipping threats point to escalating risk.President Trump Meets with Senior Advisors at Camp David; Iran War & Saudi Arabia - Houthi Conflict on Agenda + Saudi Arabia Preparing Offensive Against Houthis + US Army Precision Strike Missile Increment 4 Program · I - On Defense Podcast · Oct 3
- Stalled talks and threats of more strikes signal continued conflict and oil supply risk.Trump Regrets His 3 Supreme Court Picks; Rubio Orders Iranians Out | 10/2/26 FIRST LOOK · The Rubin Report · Oct 2
- Iran's currency hit record lows and talks over reopening the Strait of Hormuz remain stalled, signaling continued instability.Trump Gets Major SCOTUS Win; Clancy Lawyer Now Asks "Where Is the Evidence?" | 9/30/26 FIRST LOOK · The Rubin Report · Sep 30
- Hosts see the Iran war as escalating, with blockade weakening, casualties mounting, and oil above $100.Trump’s Next War? Leaked Plans Reveal Escalation in Cuba and Iran · Drop Site Livestream · Sep 30
- Hosts argue Gulf oil and gas exports are halted, pushing fuel prices and shortages higher.Things Mainstream Media “Forgot” to Tell You in September · Sovereign Finance · Sep 29
Show 19 moreShow fewer
- Financial isolation tools, from designations to banking de-risking, could materially harm Israeli banks, firms and the shekel.Is the Iran-Sanctions Playbook Coming for Israel? - with Mark Dubowitz · Call Me Back - with Dan Senor · Sep 28
- Ongoing Iran war and Strait of Hormuz disruption are seen as worsening, with no clear path to resolution.Mark Hertling: Trump on the World Stage is WAY Beyond Embarrassing · Impolitic with John Heilemann · Sep 28
- Regional wars, Israel-Turkey rivalry and the Iran conflict are described as dangerous and destabilizing for the region.How Türkiye Navigates a World of War · Pivotal States · Sep 28
- Strait of Hormuz closure and Houthi seizure of Mocha point to lasting oil supply disruption and rising risk.Crosswire — September 29, 2026 · Crosswire · Sep 29
- Trump's Iran rhetoric and fears of higher gas prices point to continued oil-supply risk.Washington Weekly Podcast: UN General Assembly, US-China summit · UBS On-Air: Market Moves · Sep 28
- Attacks on tankers, Abqaiq and Fujairah threaten Gulf energy exports and supply stability.Daily Digest Oct 1: No Short-Term Fix to Diesel as Trucking Companies File Bankruptcy - Cleric Demands US Reparations in Iraq · Peak Prosperity · Oct 1
- Blocked Strait of Hormuz disrupts shipping, energy prices and electronics supply chains.Rewind 16 – RAMmageddon Part 2: The Geopolitical Escalation · RAMmageddon – DigitalWasteland · Oct 2
- Iran war raises oil prices and yields, acting as a recurring tax on households.The Week: An IPO False Start, an Agent That Goes Shopping, and a War We Keep Paying For · The Prof G Pod with Scott Galloway · Oct 2
- Host sees the Iran Strait conflict as a policy mistake keeping rates, oil and equities under pressure.Why the AI Winners May Not Be Big Tech · Know Your Risk Podcast · Sep 28
- Iran tensions and threats to shipping push oil prices higher, adding inflation and market pressure.10AM Hour: Nvidia’s $150B Buyback, Mortgage Rate Outlook, Meta Pulls Back 9/28/26 · Squawk on the Street · Sep 28
- Hosts argue the Iran war has depleted munitions and weakened deterrence in the Middle East.Emergency Episode: Hegseth’s Quantico Manifesto · Shield of the Republic · Oct 1
- Chinese aid to Iran's targeting of US troops is discussed as a serious escalation risk."Rolling out the red carpet for President Xi Jinping" · Deadline: White House · Sep 28
- Iran conflict spreading to Yemen and the Horn of Africa adds regional instability.RAAF F-35 parts wind up in China, Xi Jinping in USA, & Russia testing NATO? · Australian Defence Magazine Podcast · Sep 28
- Gulf War price effects and diesel price complexity point to upward pressure on energy costs.UBS On-Air: Paul Donovan Daily Audio 'The labor market anomaly' · UBS On-Air: Market Moves · Oct 2
- Hosts say the Iran war is prosecuted recklessly, with more troops being sent and no end in sight.Hegseth’s Military of the Future: Led by Musk and Gingrich 10/1/26 · The Mark Thompson Show · Oct 1
- The Iran war is described as damaging the economy and politically costly, with regret expressed.The Scott Adams School - 09/29/26 Steve Cortes Returns. Illegal Immigration. Mid Terms. Space-X · Real Coffee with Scott Adams · Sep 29
- Iran's attacks on shipping in the Strait of Hormuz raise supply and shipping risks.Daily Digest Sep 28: Trump's FDA Pick Says Vaccines Safe and Effective, Italy Caps Fuel Prices, Gates Says AI Can Kill Billions · Peak Prosperity · Sep 28
- Iran war strikes on Gulf bases and infrastructure exposed weaknesses in air and missile defense and logistics.Planes, Trains, and Military Mobility: Strengthening NATO Through Critical Infrastructure Security · FDD Events Podcast · Sep 28
- High oil prices from the conflict drive jet fuel costs, inflation and rate expectations.10AM Hour: New AI Safety Warnings, MongoDB Interim CEO, Alaska Air Group CEO 9/29/26 · Squawk on the Street · Sep 29
Mixed 4
- Speakers discuss the Iran conflict, Iraq withdrawal and the Flight 1073 hijacking with differing views on outcomes.The Scott Adams School - 10/01/26 Joel Pollak Stops By · Real Coffee with Scott Adams · Oct 1
- Host discusses the Iran war, blockade, and contested claims from Iran's president and Trump without a clear investing lean.The UN General Assembly & the New US-China Relationship · This Week in Geopolitics · Sep 29
- Iran talks are volatile; the blockade pressures Iran's economy but escalation risks remain.Trump Meets Anthropic CEO; Rejects Iran’s Latest Offer · Balance of Power · Sep 28
- Covers Iran negotiations and Gulf diplomacy, with uncertain outcomes and positive signs mixed with threats.Elon Musk's Chilling Warning Is Coming True as Ugly Details of Terror Plot Revealed · The Rubin Report · Sep 29
Neutral 20
- Covers Iran talks, Hormuz blockade and oil flows, with the outcome unresolved and largely factual reporting.Trump Rejects Iran's Deal; 5 Arrested in Alleged U.S. Base Bomb Plot | 9/28/26 FIRST LOOK · The Rubin Report · Sep 28
- Discussed as a strategic security matter with US interests at stake, with no direct investing angle.Not a Burden, a Blessing: Amb. Yoram Ettinger on the Two-Way Street Between America and Israel · Proclaiming Justice · Sep 29
- Hosts discuss Iran's war posture, its endorsement letter, and US military success against Tehran's nuclear and proxy capacity.This is Why Iran is Endorsing Democrats · Ruthless Podcast · Oct 1
- Discussed as the context of US sanctions on Iran and the war with Iran.Trump Spirals as His Commerce SEC. Is Linked to Crypto Company Profiting From Sales to Iran & Hamas · Legal AF by MeidasTouch · Sep 28
- Covers Iran war negotiations, the UK terror arrests and the Fly Dubai incident, reported factually.Latest Iran Proposal Receives Offical US Response; Not Revealed + US Secretary of War Speech to Senior Military Officers at Quantico + Winning Week for Boeing Contracts; Grey Wolf / F/A-XX / F-15EX Eagle II · I - On Defense Podcast · Oct 2
- Discussion of the foiled hijacking and Israel's history and security context, no investing angle.Brutal Debate Moment May Turn Cali Red in Governor's Race · The Rubin Report · Oct 1
Show 14 moreShow fewer
- Discusses Iran sanctions evasion and funding of Hamas as context for the allegations.Trump Official's Ties to Iran Money Trail Revealed · Legal AF by MeidasTouch · Sep 29
- Iran conflict and the use of Shahed-style drones against US bases are discussed as lessons.Reaganism with Chris Brose: Russia, Iran, and Laboratories of the Modern Battlefield · Reaganism · Sep 28
- Discussion of the hijacking attempt, Israeli election politics and Senate West Bank vote.9/30/26: Trump Sham AI Deal, Nvidia Stock Buyback, Flight To Israel Hijacked, Minab School Bombing Horrors · Breaking Points with Krystal and Saagar · Sep 30
- Iran war claims and letter reported without a clear investing angle.Daily Digest Sep 30: Trump Unveils America.gov Chatbot as Europe Attempts to Ease Pump Prices - Is X Money After the Banks? · Peak Prosperity · Sep 30
- Speakers describe a reconfiguration of global order and US military limits, discussed factually.Kontrarian Korner #156 - Ron Dodson · Kontrarian Korner · Oct 2
- Discussion of Islamist politics, Gaza, and foreign lobbying money connected to Israel and Gulf states."Whoop" Bill Maher? Abdul El-Sayed Just Started a War He Can't Win · Keeping It Real: Conversations with Jillian Michaels · Sep 30
- Discussion of Israeli politics, Netanyahu's conduct and regional attention disparities.The Next Powder Keg Ready to Blow · Shield of the Republic · Sep 29
- Discussed factually as a point of divergence between the two powers over Iran and Hormuz shipping.When Trump Met Xi - Again · Morning Brief · Sep 28
- Host says the Iran situation must be concluded through military force and diplomacy.PENTAGON: Elon Musk Returns To Government · Philip Teresi · Oct 3
- Reports on a Fly Dubai cockpit incident and its reported terror-related motives.Reporter Humiliated as Trap for Elon Musk Blows Up in Her Face · The Rubin Report · Sep 30
- Possible Iran links to the RAF Fairford plot and the Iran war are discussed without confirmation.The Scott Adams School - 09/28/26 Monday Madness With The HOME TEAM · Real Coffee with Scott Adams · Sep 28
- Trump rejected Iran ceasefire offer; host sees no immediate resolution and advises staying invested.Crypto Liquidations Hit $380M as Bitcoin Tests Key Support · The Modern Market Show · Sep 28
- Brief references to the Iran war and its impact on gas prices and defense investing.The Vatican vs. Thiel, Trump Ex’s New SQUEEZE & Snowden goes NUCLEAR on AI | Julian Dorey · Julian Dorey Podcast · Oct 3
- Covers the Gaza injury case and a diverted airliner incident, reported factually with unverified claims flagged.Crosswire — October 01, 2026 · Crosswire · Oct 1
Around it
Companies named
- Alaska Airlines1
- Maersk1
Shows that covered it most
- The Rubin Report6
- Peak Prosperity3
- Real Coffee with Scott Adams3
- Legal AF by MeidasTouch2
- Squawk on the Street2
- UBS On-Air: Market Moves2
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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