Commodities: which can shift and which can't

💡With oil, food, and energy all in flux, positioning in hard assets matters more than ever. Join Wealthion's Real Assets Community: https://wealthion.com/getready

Geopolitical analyst Jacob Shapiro joins Maggie Lake to break down the long-term impact of the Iran War on oil, food prices, and global supply chains. Jacob explains why fertilizer disruptions have already locked in higher food prices for the next six to nine months, and draws a direct line between food price spikes and the Arab Spring. He argues Trump has a two-week window to end this war before a "really, really rough second half of the year" becomes unavoidable. Jacob also makes his contrarian case against investing in the Gulf and explains why China is the most important long-term question coming out of this conflict.

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Chapters:

0:56 - Is the Strait of Hormuz Permanently Changed?  

3:21 - Has Iran Opened a Dangerous New Shipping Playbook?  

6:53 - Are Commodities Entering a Higher Price Era?  

9:44 - Who Could Replace the Gulf as a Fertilizer Hub?  

11:02 - How Long Will the Energy Shock Last?  

14:15 - Do Export Bans and Resource Nationalism Come Next?  

16:57 - Inflation Shock or Just More Volatility?  

19:51 - Could This War Cost Trump the Midterms?  

23:51 - Has the Gulf Lost Its Safe-Haven Status?  

30:15 - ⭐️Wealthion Golden Nugget: China — Off-Ramp, Bystander, or Bigger Rival? 

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