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
- 53
- Share
- 5.1%
- Shows
- 40
- Net sentiment
- −0.75
Down from 5.3% of episodes in the weeks before; net sentiment was −0.73.
Bullish 4Mixed 2Neutral 13Bearish 34
4 weeks
Share of each week's episodes, and net sentiment.
0%2%4%6%
Sep 21Sep 28Oct 5Oct 12
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 4
- Houthi attacks and Hormuz disruption tighten crude and diesel supply, supporting energy prices.Houthis Hit Riyadh, Aramco Sounds the Alarm & Trump Buys Russian Diesel | BDE 10.13.26 · Big Digital Energy · Oct 13
- Iran war and Strait of Hormuz disruption keep oil and diesel prices elevated, supportive of energy prices.Après Trump · Geopolitical Cousins · Oct 14
- Strait of Hormuz flow collapse and attacks on Saudi facilities could push oil prices meaningfully higher.Applied Materials’ $5 billion AI lab aims to cut chip development time in hal... · Skyler's Money Matters · Oct 13
- Claims the Iran war and Strait of Hormuz disruptions keep oil and gas risk premiums elevated.Monday Brief: Did Trump and Putin Just Kill London’s Oil Game? · Promethean Updates · Oct 12
Bearish 34
- Houthi strikes on Saudi civilian infrastructure and escalating Yemen fighting signal deepening regional risk.Houthi Attack on Saudi Arabia's King Khalid International Airport Kills 12; Wounds Over 300 + Yemeni Forces Advance Near Bab el-Mandeb Strait · I - On Defense Podcast · Oct 12
- Escalating US strikes and Iranian shipping attacks raise regional risk and disruption to commerce.PDB Afternoon Bulletin | October 15th, 2026: Trump May Unleash the "Mother of All Bombs" on Iran & Hundreds of U.S. Troops Sent to Panama · The President's Daily Brief · Oct 15
- Houthi strikes on Saudi oil infrastructure threaten energy supply and regional stability, raising risk for oil assets.PDB Afternoon Bulletin | October 14th, 2026: Can Saudi Arabia Finally Defeat the Houthis? & Ukraine’s Starshield Restrictions · The President's Daily Brief · Oct 14
- Houthi strikes on Saudi airports, Aramco and the Aden palace raise regional security risks and threaten stability.PDB Afternoon Bulletin | October 16th, 2026: Houthis Launch Deadly Attack on Yemen's Presidential Palace & Trump–Zelensky Feud Escalates · The President's Daily Brief · Oct 16
- Escalating Houthi and Iranian attacks threaten Gulf energy infrastructure, US bases and the Red Sea shipping lane.Is Trump About to Expand the Iran War? Admiral Stavridis Weighs In · The Smerconish Podcast · Oct 12
- Houthi strikes on Saudi airports and energy sites disrupt travel, investment events and economic diversification plans.Saudi under siege: Houthis attack airport · Economist Podcasts · Oct 12
Show 28 moreShow fewer
- Escalating Yemen and Hormuz fighting threatens Saudi assets, shipping lanes and energy flows, raising downside risk.Meloni Slams Diesel Deal, IMF Warns Debt Crisis Looms, Timor Leste Schools Close as Haze Brings Hazards, Yemen Conflict Strikes Aramco, and more... · World News Daily · Oct 16
- Attacks on Saudi infrastructure and Hormuz shipping threats raise risks to energy supply and shipping costs.☢️ WATCHDOG NEWS — 10/14/2026 TWO STRAITS, ENERGY CRISIS, AND AMERICA’S POWER GRID UNDER PRESSURE · Watchdog News Report · Oct 14
- Ongoing US-Iran war and Strait of Hormuz disruption threaten oil supply, prices and broader economic stability.Amb. Wendy Sherman: The Iran Nuclear Deal, Trump’s War & What’s Next · The Burn Bag Podcast · Oct 13
- Houthi strikes on Saudi airport signal escalating regional war and disrupted Gulf aviation.Houthis attack Riyadh airport; Trump’s “energy ceasefire” between Russia and Ukraine, and more · The World in Brief from The Economist · Oct 12
- Houthi attacks on Saudi energy sites and a passive US response raise oil supply risk and prices.Attacks in Saudi & Fanatics Goes All-In on Gambling 10/14/26 · Squawk Pod · Oct 14
- Houthi strikes on Riyadh airport and Hormuz shipping attacks threaten Gulf energy security and supply.The Rest of the World Report | October 12, 2026 — Morning Edition · The Rest of the World Podcast · Oct 12
- Attacks on shipping and Saudi oil facilities raise risk premiums and push oil and freight costs higher.Missiles, Diesel and the Working Week: The Price of Risk · The Economic DNA of Nations · Oct 16
- Hormuz disruption and renewed attacks keep supply at risk and push barrels to far-off sources.Why Oil Hasn't Hit $200—and What Happens Next | Javier Blas · Oil Ground Up · Oct 14
- Missile attacks on Riyadh airport and a foiled Iran-linked plot raise regional escalation risks for oil.Donald Trump defends his Russian diesel plan; another missile hits Riyadh airport, and more · The World in Brief from The Economist · Oct 13
- Ongoing Houthi strikes, Gaza violence, and Iran-linked conflict threaten regional stability and oil supply.HoosLeft This Week - October 18, 2026 · HoosLeft Podcast · Oct 18
- The Iran war is described as costly, destabilizing, and draining interceptors needed elsewhere.Can the U.S. Still Lead in Today’s World? A Conversation with Jake Sullivan · Carnegie Connects · Oct 13
- The Iran war has pushed oil and gasoline prices sharply higher and damaged consumer confidence.Scott Lucas: Trump's Incompetence is Bad for America, Great for the Rest of the World · The CEO Retort with Tim El-Sheikh · Oct 12
- Houthi strikes on Saudi airports threaten a wider regional war and Saudi investability.Rising Oil Tensions, AI Agent Oversharing 10/12/26 · Squawk Pod · Oct 12
- Iran war, Houthi attacks and Gulf shipping risks raise volatility and threaten energy flows.Defense & Aerospace Daily Podcast [Oct 12, 2026] Look Ahead w/ Byron Callan · Defense & Aerospace Report · Oct 12
- Attacks on Riyadh airport and possible US strikes raise escalation risk and energy supply concerns.Geopolitical risks, bank earnings and AI drive market outlook 10/12/26 · Morning Call · Oct 12
- Possible re-escalation with Iran and Israel threatens oil supply and regional stability.#424 | RÚSSIA, CHINA, IRÃ E EUA: O NOVO MAPA DA GEOPOLÍTICA EM 2026 · Market Makers · Oct 15
- Iran-backed Houthi attacks in Yemen and on Saudi targets signal regional escalation.Ukraine resumes strikes on Russian oil; Houthis attack Yemen’s presidential palace, and more · The World in Brief from The Economist · Oct 16
- Vessels were struck in the Strait of Hormuz, with attacks escalating this month.Rising American inflation; Starlink limits service in Ukraine, and more · The World in Brief from The Economist · Oct 15
- The Iran war and energy crisis drive gas prices, inflation and diesel and shipping costs.Episode 94: Insights through Investing in the World · Global in the Granite State · Oct 13
- Regional spillover into the Red Sea and Horn of Africa could threaten shipping lanes and chokepoints.The Next Yugoslavia? · The Jacob Shapiro Podcast · Oct 12
- He describes Iran as a grave danger with the Straits of Hormuz in play and no clear path to victory.Eric Weinstein: The Secret Alien Programs Nobody Is Talking About · The Diary Of A CEO with Steven Bartlett · Oct 12
- Naval standoffs in the Strait of Hormuz keep oil supply risk elevated and geopolitical tension high.THE 7,800 BREAKOUT - Big Banks Roar & The AI Agent Race! · The ELEVEN: US Markets · Oct 12
- Hosts cite Persian Gulf and Iran tensions and a grim news tape as weighing on sentiment.The Option Block 1507: Walking the Razor's Edge of a Solar Storm · The Options Insider Radio Network · Oct 12
- War with Iran is cited as raising gas prices that voters feel daily.Red, White and Who? The Inflation Election · The Journal. · Oct 14
- Houthi missile attacks on Saudi Arabia threaten travel, events and business continuity.Morning Call 10/13/26 · Morning Call · Oct 13
- War and fuel price increases raised shipping costs and pressured e-commerce and marketing budgets.Neil Patel and Eric Siu's Biggest Business Wins and Mistakes of 2026 · Marketing School - Digital Marketing and Online Marketing Tips · Oct 13
- Middle East disruptions are raising energy and maritime transport costs.Singapore GDP grows 5.4% in Q3 as MAS holds monetary policy steady · CNA938 Rewind · Oct 15
- Attacks on Saudi Aramco facilities and a sunk container ship raise shipping and energy supply risks.Libre News of The World. Friday the 16th of October 2026 · Libre News of The World · Oct 15
Mixed 2
- Speakers see no clear exit from Iran conflict and expect a negotiated multi-polar order eventually.CIA & Wall St. Insider Confirms the Plan to Freeze Your Money | Dixon & Rickards · BTC Sessions · Oct 15
- Oil reaction to military headlines has faded, suggesting less priced-in risk, though escalation could still lift prices.The Market Is Splitting in Two—and AI Is Driving the Divide · Know Your Risk Podcast · Oct 13
Neutral 13
- Covers Houthi strikes, possible US-Iran fighting, Israeli threats and Gaza developments without any investing angle.Report: US Planning Use of MOAB on Iranian Infrastructure if Fighting Resumes + Houthi Missile & Drone Attack Targets Yemen Presidential Palace in Aden + France to Continue Next Gen Combat Aircraft Program Solo · I - On Defense Podcast · Oct 16
- Host argues the Iran war is a narrative cover for a broader geopolitical realignment rather than a real kinetic war.The Narrative Ep. 84: American Villain · Badlands Media · Oct 12
- Iran-linked plots against UK and US military sites are reported, with Iran denying involvement.PDB Afternoon Bulletin | October 13th, 2026: Xi Jinping's Plan to Make China a Superpower Is Backfiring & Russia's European Sabotage · The President's Daily Brief · Oct 13
- Covers Hezbollah rearmament and the risk of renewed fighting in Lebanon, described factually.How the Middle East Is Changing Warfare: Lessons for the Future of War · SSI In Focus · Oct 13
- Houthi attacks on Saudi Arabia, Iran pressure and possible US military response are discussed factually.Mamdani Trying To Put Pressure On Trump Over NYC ICE Shooting · Brian Kilmeade Show · Oct 12
- Iran shipping attacks and Saudi-Houthi fighting were reported without a clear investment angle.A lousy week for tech stocks; Trump’s press secretary is out, and more · The World in Brief from The Economist · Oct 17
Show 7 moreShow fewer
- Reports Houthi missile attacks on Yemen's palace and Saudi airport, with summit postponed.Hegseth Pushes Military Buildup Amid China Rivalry · NTD+ · Oct 16
- Historical discussion of Iraq, Saddam's capture and the Iran rivalry, without market implications.Delta Force Legend Reveals What War Really Does to a Man | PBD Podcast #873 · PBD Podcast · Oct 15
- The Iran war is cited as a bigger driver of diesel prices than Russia.Kicking Kyiv: Trump’s doubtful deals · Economist Podcasts · Oct 14
- Possible Hezbollah drone threat from Lebanon discussed factually without investing implications.Unidentified Intruder: UFO Incident in Israeli Airspace | MHP 10.12.26. · The Micah Hanks Program · Oct 12
- Brief references to the Iran war, Gaza and Houthi attacks are discussed factually.David Ignatius on a World in Transition: Trump, Xi Jinping, AI & Global Power · A Charlie Rose Global Conversation · Oct 12
- Fighting in the Middle East and a tanker hitting a sea mine in the Strait of Hormuz.Zelensky claims Starlink restrictions were deliberate; Protests flare up across France, and more · The World in Brief from The Economist · Oct 18
- Mentioned as context for US forces being committed and for oil and Hormuz effects.The PDB Situation Report | October 17th, 2026: Ukraine Is Taking the Fight to Russia's Critical Infrastructure & China's Growing Taiwan Threat · The President's Daily Brief · Oct 17
Around it
Companies named
- Saudi Aramco 7
- Aramco 3
- ADNOC1
Shows that covered it most
- The World in Brief from The Economist6
- The President's Daily Brief5
- Economist Podcasts2
- I - On Defense Podcast2
- Morning Call2
- Squawk Pod2
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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