The Real War Isn’t in Iran — It’s in the US Treasury Market | Luke Gromen & Lyn Alden
About this episode
The episode discusses the implications of the US Treasury market in the context of geopolitical conflicts, particularly focusing on Iran and oil supply disruptions.
Mentor Sessions Ep. 061: Macro Legends on Oil, the Breaking US Treasury Market, and the Dollar Crisis No One Is Ready For | Luke Gromen & Lyn Alden Iran doesn't have to beat the US military. They just have to beat the US Treasury market — and that changes everything you think you know about this conflict. The Strait of Hormuz is the chokepoint for roughly 20% of the world's oil supply, and right now it sits at the center of a geopolitical storm with consequences that reach far beyond the Middle East. In this deep-dive interview, we break down exactly how a Hormuz disruption cascades into oil price spikes, supply chain breakdowns, and a inflation surge that puts the US dollar's reserve status under unprecedented pressure. You'll understand why this conflict is as much a financial war as a military one, what it means for energy markets in 2026, and why Bitcoin's role as a neutral, non-sovereign asset has never been more relevant. Whether you're trying to protect your wealth or just make sense of the headlines, this conversation gives you the framework to think clearly when the noise is loudest. ⏱️ Timestamps: 0:00 – Iran Doesn’t Need to Beat the Military, Just the Treasury 1:10…
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