The Crisis Hidden Inside the Iran War
About this episode
The episode discusses the economic implications of the Iran War, focusing on commodities and infrastructure damage.
Equity markets have spent the past month treating the war in Iran like a minor inconvenience — a 'buy the dip' opportunity rather than a structural crisis. But while stock traders debate whether the President will 'TACO out' of the conflict, the real story is unfolding in the commodities that never make the headlines: LNG, helium, fertilizer, and aluminium. With the Strait of Hormuz effectively closed, Qatar's liquefaction plants in ruins, and Oxford Economics estimating the waterway will remain largely impassable until May, no Truth Social post is going to fix this. In this video, we look at why the physical damage to the region's infrastructure means the economic fallout will be felt long after the shooting stops — and why the winners and losers of this crisis are not who you'd expect. Patrick's Books: Statistics For The Trading Floor: https://amzn.to/3eerLA0 Derivatives For The Trading Floor: https://amzn.to/3cjsyPF Corporate Finance: https://amzn.to/3fn3rvC…
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