PodcastMoney Maze PodcastSeptember 25, 2026
The Region that Defies Prediction. The Middle East’s Past Upheavals and the Storms Yet to Break. With Author Simon Sebag Montefiore
Montefiore sees a 2-3 year reordering of Middle East oil infrastructure and alliances as US credibility fades and Iran's aging generals, not clerics, hold real power.
- Book's framing: Montefiore's The Cauldron starts in 1900-1902 (Ibn Saud seizing Riyadh) to center Middle Eastern agency over the Ottoman/Persian empires, rejecting Western-centric narratives.
- Pipelines and geography: With Hormuz a 'vanishing asset' for Iran, he predicts a 2-3 year 're-plumbing' of oil routes via pipelines to the Mediterranean (e.g., Haifa), constrained by anti-Israel domestic politics.
The full card is a free trial away.
The full summary and the deep dive on this episode, plus a brief every morning on the shows and companies you follow.
Read free — start your trial14-day free trial
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.
