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Last week we covered Week One of the Iran war and why I believe it may represent the beginning of a global reset. This week we move into Week Two. And something unexpected has happened. While the world is focused on Iran, Israel and the United States, one country appears to be quietly benefiting the most from the economic fallout. Russia. Oil markets, energy flows, financial stress in private credit markets, and rising Treasury yields are revealing something deeper about what is really happening behind the headlines. Tonight on Simon Dixon Hard Talk I’ll break down Week Two of the Iran war and why the conflict may already be transitioning toward an endgame.
In part one I’ll walk through the second week of the conflict and explain why markets may already be pricing the limits of escalation.
We’ll cover:
We’ll also look at what the financial markets are signalling:
And why the oil market may already be telling us:
this war has an expiration date.
BTC Sessions Interviews Simon Dixon
In part two I’ll be airing my recent interview on BTC Sessions, where we go deeper into the forces shaping this conflict.
The argument I make is controversial:
This may not be a traditional war between nation states.
It may be a struggle between three competing power structures shaping the next global system.
We cover:
We also discuss:
This episode isn’t just about missiles and headlines.
It’s about the architecture of power behind the war.
No transcript available for this episode.
Simon Dixon Hard Talk