Call Me Back - with Dan Senor Iran’s Economic Warfare
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Mar 15, 2026 Recorded amid sirens, the conversation spotlights Iran’s shift to economic warfare. They map five sharp targets: oil and gas infrastructure, fertilizer supply chains, AI data centers, financial hubs, and the Strait of Hormuz. Discussion covers recent strikes, global market ripple effects, and how regional actors are responding.
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Watch Sector Divergence Not Just Headlines During Crises
- Monitor sector-specific rebounds rather than headline indices to find investment signals during conflicts.
- Yonatan highlights SaaS recoveries like Wix and Monday.com and defense winners Elbit and Cognite as differentiated plays.
Beirut's Shift Signals Potential Rebalance On Hezbollah
- Lebanon's government signalled a rare shift by criticizing Hezbollah, restricting Iranian officials and proposing direct Israeli-Lebanese ceasefire talks.
- Yonatan argues Michel Aoun's moves could reshape northern border politics and affect postwar economics.
Iran's Five-Point Economic Warfare Strategy
- Iran is pursuing coordinated economic warfare instead of direct military parity with the U.S. and Israel.
- Yonatan outlines five targeted levers: oil infrastructure, natural gas, fertilizers, AI/data centers, and the Strait of Hormuz to maximize global economic pain.