The Jay Martin Show The TRUTH About The War In Iran: The Worst Crisis in 30 years
Mar 28, 2026
Grant Williams, macro commentator focused on monetary history and markets. Luke Gromen, macro analyst known for deep research on commodities and monetary systems. They dissect control of the Strait of Hormuz, propaganda and fog of war, fragile supply chains, cascading financial stress, a possible Suez-style turning point, and the rise of alternative oil settlement systems like petro-yuan and gold.
AI Snips
Chapters
Transcript
Episode notes
Non-Traders Should Avoid Short-Term Markets Now
- If you're not a highly experienced trader, stay out of short-term markets during this crisis and hold cash or long-term positions.
- Grant Williams recommends only expert traders attempt tactical trades amid extreme volatility and propaganda.
On-The-Ground Signals Show Miscalculation And Russian Involvement
- Officials appear to have miscalculated Iran's response and the involvement of Russia, making the conflict larger and longer than expected.
- Luke reports on evacuations and damaged bases suggesting on-the-ground realities differ from public narratives.
Who Gets Hit First When Hormuz Is Closed
- Fragile supply chains and short national stockpiles make Australia, GCC nations, and Southeast Asia early casualties if Hormuz stays closed.
- Luke cites Australia at ~8–18 days of diesel and Taiwan low on LNG as immediate triggers.