
What the Iran War Reveals About the Dollar, Gold, and the End of US Exceptionalism – Ep 289
From The Intellectual Investor – Value Investing by Vitaliy Katsenelson by Vitaliy Katsenelson
May 14, 2026
About this episode
The episode discusses the implications of the Iran war on the US dollar, gold, and the concept of US exceptionalism.
The Iran war exposes a quiet rewriting of the rules that made the US exceptional. Why we own oil, why we hate owning gold, and why crypto still isn't for client accounts. The post What the Iran War Reveals About the Dollar, Gold, and the End of US Exceptionalism – Ep 289 appeared first on The Intellectual Investor - Value Investing by Vitaliy Katsenelson .
People in this episode
Host: Vitaliy Katsenelson
Topics covered
- Iran War
- US Exceptionalism
- Dollar
- Gold
- Crypto
- Oil
Keywords
- Iran War
- US Dollar
- Gold
- Crypto
- Oil
- Exceptionalism
Mentioned in this episode
Organizations: US
Products: gold, crypto, oil
Places: Iran
More episodes of The Intellectual Investor – Value Investing by Vitaliy Katsenelson
- This Is Your Captain Speaking – Buckle Up – Ep 293 · June 9, 2026
- Fiddler on the Roof and Value Investing – Ep 292 · June 5, 2026
- What to Do When a Stock Drops 25% – Ep 291 · May 28, 2026
- Greg Abel Takes Over Berkshire Hathaway: My Thoughts After Omaha 2026 – Ep 290 · May 21, 2026
- Q&A Series: On Firing Clients, Sizing Positions, and Ignoring Book Value – Ep 288 · April 23, 2026
- Q&A: The Antifragile Investor: Balancing Geopolitics, Identity, and the Cost of Growth – Episode 287 · April 16, 2026
Explore listener stats, chart rankings, contacts and more on the The Intellectual Investor – Value Investing by Vitaliy Katsenelson podcast page.