Ethmos Podcast Pulse
Start free
← The Pulse · week of Oct 19–25
PodcastThe President’s InboxOctober 22, 2026

The Iran War and the Midterms

The U.S.-Iran war remains a stalemate with no good escalation options, and China's noncompliance undercuts the sanctions siege regardless of midterm outcomes.

  • Strategic stalemate: Cole Bucy says the U.S. has been stuck since early in the war with three options—escalate, negotiate, or hold the line—none clearly viable.
  • Blockade's hidden costs: The U.S. naval blockade curbs Iran's oil exports but requires costly resources; Iran launches rockets and tankers pay sharply higher insurance premiums to move partial cargo.

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 trial

14-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.