PBD Podcast Iran's Strait of Hormuz THREATS + McDonald’s CEO Gets ROASTED | PBD #752
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Mar 4, 2026 
Mark Moss, entrepreneur focused on finance, crypto and macro trends, and Jeff Snider, macro analyst known for Eurodollar and monetary system commentary. They discuss Iran’s threats to the Strait of Hormuz and potential global oil supply shocks. They examine military moves, regional geopolitics including China and Saudi calculations, and the broader strategic and economic risks at play.
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Strait Of Hormuz Is Iran's Main Leverage
- The Strait of Hormuz threat is Iran's primary leverage to spike global oil prices and pressure China.
- Jeff Snider explains U.S. strategy focuses on preventing closure via military presence and underwriting insurance to neutralize Iran's only real card.
Act Now Before Iran's Missile Stockpile Becomes Irreversible
- U.S. strikes aim to remove Iran's asymmetric capabilities (missiles, drones, navy) before their stockpiles become unmanageable.
- Mark Moss and Tom Ellsworth highlight a hockey-stick growth in Iranian missiles vs slower interceptor capacity.
Visible Military Action Calms Oil Markets
- U.S. shows resolve by sinking Iranian ships and deploying air assets to assure oil passage, calming markets.
- Jeff Snider links visible military moves to oil prices falling as markets bet on U.S. control of the strait.