In this episode of the Global Rewire podcast, we are joined once again by Stanford finance professor Matteo Maggiori to examine the evolving landscape of geoeconomics amidst current international conflicts. We explore how his research team uses advanced AI and language models to analyze real-time data on supply chain disruptions and corporate market uncertainty.

Focusing on the recent closure of the Strait of Hormuz, Maggiori details why global oil prices remained relatively stable, attributing it to the non-linear nature of economic power and the global market's remarkable capacity for substitution and adaptability—similar to Europe's rapid pivot to U.S. liquefied natural gas following Russia's invasion of Ukraine.