Coffee and a Mike

Matt Bracken, Navy SEAL, author, and historian, discusses Iran’s military resilience and asymmetric tactics. He contrasts Iran to Iraq and Vietnam, explains risks of limited landings and forcing the Strait of Hormuz, and frames the conflict as an energy war with global supply chain and industrial consequences.

Catherine Austin Fitts, former Assistant Secretary of Housing and publisher of The Solari Report, speaks on financial geopolitics and the rise of digital control systems. She covers Iran and liquidity warfare, risks facing Israel, COVID 2.0 and a financial reset, food and fertilizer vulnerabilities, and how programmable money and bitcoin factor into a global control grid.

Art Berman, geologist and energy analyst known for his work on oil, natural gas, and energy policy. He unpacks Iran’s strategic leverage via the Strait of Hormuz and escalation risks. He discusses how oil supply shocks ripple through the economy, limits of strategic reserves, differences in crude quality, and cascading threats to gas, fertilizer, and critical minerals.

Sam Faddis, a retired CIA operations officer and national security commentator, shares hard-nosed perspectives on Iran and regional strategy. He discusses Iran’s tradecraft and leverage, risks to shipping in the Strait of Hormuz, why a ground invasion would be catastrophic, economic ripple effects like rising food prices, and the complicated regional and great-power dynamics shaping any off-ramp.

Karl Denninger, author and operator of market-ticker.org, offers sharp economic and geopolitical commentary. He discusses Iran’s nuclear claims and spent fuel risks. He covers shipping and tanker vulnerabilities, energy and fertilizer priorities, and how conflicts create cost-push inflation. He also delves into fiscal stress, private credit fragility, and limits on sustained ground wars.

Sal Mercogliano, associate professor and maritime historian who runs the YouTube channel 'What's Going on With Shipping', discusses the Strait of Hormuz crisis. He covers ships and crews trapped at sea, insurance freeze and US backstop, drone and unmanned-boat attacks, and how supply chains and global trade could be reshaped by weeks or months of disruption.

Josh Young, who runs Bison Insights and invests in oil and gas stocks, joins to discuss energy and geopolitics. He tackles U.S. political fragmentation and why domestic fraud matters more to daily life. He examines misinformation, AI-manipulated videos, oil market interventions, tanker behaviors in the Gulf, Strategic Petroleum Reserve mechanics, and which countries face the biggest shortage risks.

Dave Collum, Cornell organic chemistry professor and commentator, and Bob Moriarty, legendary investor and founder of 321gold.com, trade sharp takes on geopolitics and markets. They probe the real agenda in the Middle East, debate military and casualty claims, warn about private credit and looming energy and fertilizer shortages, and discuss the wider risks of economic and societal instability.

David Jensen, a precious metals analyst and mining executive, outlines risks around gold, silver, interest rates and geopolitics. He covers London market disruptions, a looming silver shortfall, how metals drive bond and yield moves, and why bitcoin may distract from physical metals. Expect sharp takes on energy, food supply risks, and the limits of paper markets.

Michael Yon, war correspondent, author and photographer known for frontline reporting. He outlines routes, resources, and ideology as drivers of conflict. He discusses maritime chokepoints, famine risks from closed shipping lanes, and how drones and cheap missiles reshape naval warfare. He also touches on geopolitical shifts surrounding Iran, Netanyahu, and Western decline.