The Crisis Hidden Inside the Iran War
Community Score: 50% | 1.1M views | 3mo
0 community ratings: null thumbs up, null thumbs down
Take your personal data back with Incogni! Use code BOYLE at the link below and get 60% off an annual plan: https://incogni.com/boyle Equity markets have spent the past month treating the war in Iran like a minor inconvenience — a 'buy the dip' opportunity rather than a structural crisis. But while stock traders debate whether the President will 'TACO out' of the conflict, the real story is unfolding in the commodities that never make the headlines: LNG, helium, fertilizer, and aluminium. With the Strait of Hormuz effectively closed, Qatar's liquefaction plants in ruins, and Oxford Economics estimating the waterway will remain largely impassable until May, no Truth Social post is going to fix this. In this video, we look at why the physical damage to the region's infrastructure means the economic fallout will be felt long after the shooting stops — and why the winners and losers of this crisis are not who you'd expect. Patrick's Books: Statistics For The Trading Floor: https://amzn.
Tags: finance, trading, patrick boyle, on finance, cfa exam, kings college london, business school, quantitative finance, financial derivatives, personal finance, investing, investments, stock market, corporate finance
More from Patrick Boyle
- Is Russia Actually Losing? — Score: 50%
- The Real Reason European Cars Can't Compete — Score: 50%
- Brexit, 10 Years On: What It Actually Cost Britain — Score: 50%
- How to Lose a Global AI Monopoly in One Afternoon — Score: 50%
- How SpaceX Humiliated Wall Street — Score: 50%
- The Real Reason You Can't Afford a House — Score: 50%