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
- 34
- Share
- 3.4%
- Shows
- 34
- Net sentiment
- −0.79
Down from 6.2% of episodes in the weeks before; net sentiment was −0.71.
Bullish 1Mixed 4Neutral 6Bearish 23
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%6%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bearish 23
- Escalating Yemen fighting and Saudi oil attacks raise supply risk and regional escalation fears.Yemen Launches Offensive as Houthis Target Saudi Oil · Epic Fury: The US-Iran War Podcast · Oct 5
- Houthi offensive against Aramco and possible Saudi regime collapse threaten oil supply and regional stability.LONDINIUM CHRONICLES PART 1 - Saudi Arabia And Energy Warfare · The John Batchelor Show · Oct 5
- Escalating strikes, US naval buildup and Houthi attacks on Saudi airports point to rising regional risk and supply disruption.Intel Update - Oct. 10 - Digging Deeper · S2 Underground · Oct 11
- Discussion of renewed US strikes on Iran, Houthi attacks and regional escalation signals downside risk.Report: US Preparing for Intensive Strikes on Iran + US Army M8 Carbine Fielding Starts in December + US Army Activates 4th Multi-domain Task Force · I - On Defense Podcast · Oct 10
- Strait of Hormuz attacks and escalation risk keep oil near $100 and supply fragile.How China Changed the Oil Market—and the Iran War · The Long Game with Jake Sullivan and Jon Finer · Oct 8
- Hosts see escalating Houthi strikes on Saudi energy assets and no clear path to de-escalation.Houthis at the Gates | Iran's Hormuz Game | NATO Eyes Kaliningrad · Conversations Among The Ruins · Oct 7
Show 17 moreShow fewer
- Bolton says the Iran war lacks strategy, leaving the regime in power and creating ongoing risk.Amb. John Bolton on Trump, the Iran War, China & America’s Alliances · The Burn Bag Podcast · Oct 6
- Tanker attack and possible US strikes on Iran lift oil and risk premiums, weighing on markets.Meanwhile, back in the Gulf · NAB Morning Call · Oct 8
- Iranian attacks and Hormuz disruption keep oil above $100 and markets anxious.How a Boeing jet survived a nosedive at extreme speed · Apple News Today · Oct 5
- Prolonged US-Iran war, regional damage and shattered Gulf trust point to continued instability and costs.France’s Unrest, Middle East Wars, Trump and Greenland, Resisting DOGE · Fareed Zakaria GPS · Oct 11
- Hormuz flows fell sharply and tanker attacks raise supply risk, pushing crude and fuel prices higher.Hormuz Shuffle, Canada Loosing Jobs, Are we seeing the End of NATO? · Energy News Beat Podcast · Oct 9
- Renewed strikes on Iran, Houthi attacks on Saudi airports and tanker strikes raise escalation risk and energy costs.Iran Strikes Before Midterms? Yemen Punishing KSA, East Africa Regional War, Oil Crisis Update, & MORE! WWN Ep. 185 · World War Now Podcast · Oct 11
- Iran tensions and Strait of Hormuz ship attacks push oil prices higher.America's Truckin' Network 10/9/26 · America's Truckin' Network · Oct 9
- Strait of Hormuz attacks and Houthi strikes keep oil volatile and supply exposed, with no quick resolution expected.Morning Call 10/9/26 · Morning Call · Oct 9
- Iran and Houthi attacks keep oil elevated and raise escalation risk into the midterms.Stocks Fall As Oil Spikes… And White House CTO On Trump Science Summit 10/8/26 · CNBC's "Fast Money" · Oct 8
- Attacks on ships, pipelines and Riyadh airport raise supply risk and energy prices.Investing Outside Big Tech, Oil Prices Rally, Powering AI Infrastructure 10/8/26 · Power Lunch · Oct 8
- Iran war and drone attacks on US bases are presented as making America less safe and disrupting oil flows.Politics Chat, October 6, 2026 · Politics Chat · Oct 7
- He warns Iran-related disruption could push oil prices sharply higher and strain Gulf states' debts.Martin Armstrong #1468 · Coffee and a Mike · Oct 6
- Houthi attack on a Saudi Aramco facility and Hormuz disruption add supply risk to oil.Weak payrolls lift stocks, but yields stay elevated · Moving Markets · Oct 5
- Iran war and control of the Strait of Hormuz described as a costly, open-ended conflict drawing US resources.How Melting Ice Is Redrawing the Global Order | Rana Faroohar · Hidden Forces · Oct 5
- The Iran war keeps fuel prices high and threatens US bases in Europe.Defense & Aerospace Report Podcast [Oct 11, ’26 Business Report] · Defense & Aerospace Report · Oct 11
- He criticizes the Iran war for costs, casualties and high diesel prices, calling for withdrawal.Can Nebraska's Dan Osborn Win Over Libertarians? · The Reason Interview With Nick Gillespie · Oct 5
- Iran war has pushed fuel and fertilizer costs up, hurting farm communities and Republican prospects.The Trump Tornado and Danger in the Dust Bowl · Beyond the Polls with Henry Olsen · Oct 8
Mixed 4
- Oil flows have partly normalized, but diesel supply stays constrained and shipping costs remain elevated.Ten31 Timestamp: Gilt Trip · TFTC: A Bitcoin Podcast · Oct 5
- Trump's pledge not to attack Iran before midterms lifted optimism, but may not last.UBS On-Air: Paul Donovan Daily Audio 'Worrying about the cost of war' · UBS On-Air: Market Moves · Oct 9
- Conflicting US and Iranian headlines make the outcome unclear, so the guest refuses to trade headlines.Why Rising Yields Could Sink Gold | James Lane · The FXE Podcast · Oct 11
- Mention of Iran-related bombings and energy squeeze as a macro shock that markets nonetheless shrugged off.S1E290: Beyond the black box: Inside a glass-box approach to Asean investing · The Business Times Podcasts · Oct 11
Neutral 6
- Crypto flows are described as helping Iran evade sanctions amid the military conflict.CRYPTO: Senate Report Says Tether's USDT Helps Iran Move Money · Philip Teresi · Oct 7
- Iran war policy, possible renewed strikes and the Mamdani vigil dominate coverage without a clear investing angle.VP Vance says Microsoft can no longer bring in foreign workers on H-1B visas | NYC Mayor Mandani asked about being booed at Oct. 7th attack anniversary vigil · Washington Today · Oct 8
- Discussion of Iran, Houthis, Hormuz control and Saudi relations is framed historically, not as market impact.Is Islam the Problem or Has the West Become Weak? | Raymond Ibrahim | PBD Podcast #868 · PBD Podcast · Oct 8
- Discusses vulnerability to Middle East wars and sanctions disrupting oil shipping routes.American Power Extra: Could the Americas Become Energy Independent? · American Power · Oct 9
- Covers the decline of Russian influence in the Middle East after Assad's fall.Russian Roulette LIVE: Putin's Global Campaign to Defeat the West with Hanna Notte · Russian Roulette · Oct 7
- Iran conflict is noted as weighing on energy and the host is avoiding trades tied to it.10 Breakout Stocks to Watch Before Chasing AMD Next Week · How to Trade Stocks and Options Podcast with OVTLYR Live · Oct 10
Around it
Companies named
- Aramco2
- Saudi Aramco 2
- Qatar Energy1
- ExxonMobil 1
Shows that covered it most
- Apple News Today1
- Epic Fury: The US-Iran War Podcast1
- Hidden Forces1
- Moving Markets1
- TFTC: A Bitcoin Podcast1
- The John Batchelor Show1
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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