DEBATES
Economic wisdom is debated from every angle. Access our full archive of unfiltered geopolitical and market analysis.
Iran Deal & Oil Markets
Veteran energy economist Dr. Anas Alhajji said during last night’s ZeroHedge debate that Iranian crude trading activity reflects a serious peace deal sticking. Alhajji joined Jeff Currie, co-chair of Abaxx Exchange, and Erik Townsend of Macro Voices to weigh in on the Iran deal’s implications for oil prices, which he believes are poised for a significant decline. Townsend, meanwhile, thinks China will come out on top.
Should the U.S. defend Taiwan if China invades?
Iran is dominating headlines, but Washington’s favorite bipartisan monster abroad is never too far from the sights of the hawks. Just days ago, and while the U.S. is fighting a war, Kentucky Senator Mitch McConnell scolded Marco Rubio for pausing a weapons shipment to Taiwan. Last night, ZeroHedge hosted opposing think tankers to answer the question that DC likes to keep ambiguous: Should the U.S. defend Taiwan if China invades?
Oil Market Deep Dive
Abaxx Markets’ Jeff Currie and Veriten’s Arjun Murti joined Real Vision's Ash Bennington for a ZeroHedge Debate on what the oil market is getting wrong. Surprise surprise… the EU is not looking good. But the U.S. may be in trouble too. Currie doubled down on his reserves-to-run-dry-by-July call.
How F***ed Are Markets?
As the S&P continues to reach new highs in the mid 7000s, leaving the COVID era 3000s as a forgotten fevered dream… and AI euphoria fueling increasingly speculative bets across Wall Street and Main Street, the sane among us need to ask the question: when will reality hit?
Post-Hormuz: Bullish or Bearish
Last night’s ZeroHedge debate featured the cautiously bullish Adam Parker, former Morgan Stanley chief equity strategist who now runs Trivariate, and bearish money manager Michael Pento, hosted by Adam Taggart of Thoughtful Money. While Parker is largely optimistic about equities, he put forth a gloomy prediction on gas prices, based on what he is hearing as a consensus on Wall Street. Namely that prices will remain high for at least a year even if Hormuz were to open today.
Hormuz Fertilizer Crisis
Even in a best case scenario where shipping lanes reopen immediately, Santiago Capital’s Brent Johnson says the damage is already embedded in the system. “If everything opens tomorrow in the strait and goes back 100% to normal, there’s a five to six week open spot where ships are not arriving where they typically arrived.” The warning came during last night’s ZH deep dive into a potential fertilizer and farming crisis, with possible Arab Spring-level disruptions in the Third World, but as Johnson said “the U.S. is not immune”.
Iran War: What's Next For Markets
As the dust begins to settle from the latest escalation in the Iran conflict, markets are left to grapple with a more complicated question: what comes next? Is this the beginning of a reset toward stability, another leg up in markets, and lower inflation -or- are the early stages of a broader economic unraveling tied to supply shocks, currency stress, and geopolitical fragmentation? Not to mention... is the Straight of Hormuz even open?
Will The Iran War Trigger A Dollar Crisis?
The oil spike has moderated and markets are mellow for the time being, but could the long-term economic consequences of this war just be getting started?
What Should Trump Do Now In Iran?
Joining the discussion: Curt Mills, executive director of The American Conservative, the magazine founded by Pat Buchanan and a prominent voice for the original America First right. Max Abrahms, Northeastern University professor and widely cited scholar on terrorism and international security.
Gold, Oil, & Uranium
Billionaire natural resources investor Rick Rule, legendary short-seller Bill Fleckenstein, and veteran oil trader Erik Townsend join ZeroHedge this evening at 7PM ET to give their outlooks on three key commodities sectors: Gold, Oil, and Uranium.