88,917 views since Nov 26, 2023

Biden finally gave the green light for military strikes against the Houthis in Yemen and oil price spiked. But what defines success and failure? What chain reaction will this decision set off in the Middle East and in the rest of the world? What is the great leverage that Iran is holding over Biden and the US? How are the 2024 US elections influencing the Middle East conflicts? Will the US sacrifice Israel to prevent a second term for Trump? Is the economic soft landing that the stock market is pricing consistent with increasing geopolitical risks in 2024 ? Why to get the 2024 macro right, it is so crucial to get oil price right? David Woo, a former top-ranked Wall Street global macro strategist, tells it as it is. You may not agree with everything he says but he will make you reassess everything you thought you knew.

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00:00 Introduction
03:15 Are the Houthis suicidal or really smart
05:35 Iran's leverage over Biden
10:50 Will Biden sacrifice Israel?

#geopolitics #2024elections #oilprice