The 2026 Iran war

One war, one strait, and the chain reactions that started there: oil, rates, gold, airlines and whole economies.

4 episodes

EP 11 ·

There's a War. So Why Did Gold Fall?

Gold is supposed to protect your money in a war. In 2026 it fell, and the families who lost most were in Asia.

  1. War
  2. Oil ▲
  3. Rates ▲
  4. Gold ▼
  5. Your savings

India · South Korea · China · Turkey · Indonesia · Vietnam · Philippines

EP 10 ·

Is AirAsia Running Out of Money?

AirAsia's planes were about 80% full, and it still lost RM9 million (≈ US$2.2 million) a day. Who pays if the cash runs out?

  1. The war
  2. No hedge
  3. Losses
  4. The cash
  5. The state
  6. Passengers

Malaysia · Thailand · Indonesia · Philippines

EP 09 ·

Which Southeast Asian Economy Breaks First?

Oil near $110, a Fed raising rates and money running to the dollar. We stress-tested six Southeast Asian economies against all three.

  1. Hormuz
  2. Oil ~$110
  3. The Fed
  4. Stress test
  5. Who breaks?
  6. You

Indonesia · Malaysia · Philippines · Thailand · Vietnam · Singapore

EP 01 ·

How the Iran War Could Pop the AI Bubble

A 21-mile strait in the Middle East and a $27 billion data center in Louisiana look unrelated. They are dominoes.

  1. The chokepoint
  2. Prices
  3. Rates
  4. The AI machine
  5. You

Iran · United States

Other themes