Is The War Over?

Is The War Over?

From The Jacob Shapiro Podcast by Jacob Shapiro

July 2, 2026 · 59 min · Season 1 · Episode 346

About this episode

Hamidreza Azizi discusses the complexities of the current state of war and negotiations involving Iran and the US.

Hamidreza Azizi joins the show once more to ask a deceptively simple question: is the war over? Azizi argues the Memorandum of Understanding (MOU) is deliberately vague and fully reversible - sanctions relief hinges on a phone call, the $300 billion investment fund is unfunded, and both Iran and the US are already renegotiating its terms through actions, not words. They dig into Iran's Strait of Hormuz fee gambit, China's calculated non-intervention, Turkey's regional rise, and 80% inflation battering Iran domestically. Azizi's verdict: Iran emerges more resilient, not more powerful, and... you'll have to listen to get the rest! -- Timestamps: (00:00) - Welcome and Guest Intro (00:49) - Book Timing and Relevance (03:49) - Is the War Over (05:23) - Iranian View of Ongoing War (11:23) - MOU Favorable to Iran (12:56) - MOU Details and Reversibility (18:48) - Strait of Hormuz Fee Debate (21:05) - Iran Strategy and Leverage Clock (27:57) - Regional Order in Transition (35:46) - China and Great Power Dynamics (42:46) - Turkey and Israel Threat Perception (46:10) - Iran Domestic Fallout and 60 Day Outlook -- Referenced in the Show: Hamidreza's Substack - https://www.irananalytica.org/…

People in this episode

Host: Jacob Shapiro

Guest: Hamidreza Azizi

Topics covered

Keywords

Mentioned in this episode

Organizations: Audiographies LLC, Irananalytica, Substack

Places: Iran, Turkey, China, Strait of Hormuz

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