Rockford Weitz

Craig Murray, former head of the UK Maritime Section, gives practical naval and historical perspective. Rockford Weitz, Tufts maritime law expert, explains legal and navigation options. Hassan Ahmadian, Iranian foreign policy scholar, outlines Tehran’s political and legal rationale. They discuss international law, wartime rights, alternate shipping routes, military vs diplomatic options, and potential tolls and agreements.

Michael Lohan, CEO of IDA Ireland, on foreign investment and Ireland’s AI and energy push. Jason Greenblath, corporate credit strategist at American Century, on how markets and credit react to geopolitical shocks. Rockford Weitz, maritime security expert at Tufts, on mine threats and vulnerabilities in the Strait of Hormuz. They discuss oil price spikes, naval risks, credit stress points, and why companies still invest in Ireland.

Ellen Wald, an expert on energy policy, discusses the caution shown by U.S. oil executives regarding investment in Venezuela, emphasizing the need for stable legal frameworks. Rockford Weitz analyzes the geopolitical implications of Russia and China in Venezuela, highlighting their strategic interests in the region. Chief economist Gregory Daco examines the labor market's slowdown and explores how Venezuelan oil could influence inflation, revealing potential AI benefits for economic resilience.

Rockford Weitz, maritime security expert on shipping chokepoints; Khaled Batarfi, analyst of Saudi foreign policy; Farea al-Muslimi, Yemen and regional dynamics researcher. They explore Houthi control of Bab al-Mandeb and asymmetric naval threats. They discuss why Houthis may hesitate to escalate, recent US strikes and impacts on insurance, rerouting and global trade.

Joining the show are Rockford Weitz, a professor of naval strategy and maritime security, and Mike Collins, a fixed-income market expert. They delve into the U.S. military operations in Venezuela, likening it to past interventions and discussing geopolitical motivations. Jimena Zuniga highlights Venezuela's dire economic situation and potential political futures, while Sam Stovall analyzes how oil price fluctuations impact markets and GDP growth. Discussions reveal the intricate balance between military actions and economic realities in this politically charged landscape.