Hidden Forces

Israel-Iran War: Economic and Strategic Consequences | Kamran Bokhari


Listen Later

In Episode 424 of Hidden Forces, Demetri Kofinas speaks with Kamran Bokhari, Senior Director at the New Lines Institute for Strategy & Policy, who has served in the U.S. State Department and as a Senior Consultant with the World Bank.

Bokhari first appeared on the podcast shortly after the October 7th attacks to discuss the violence ignited by Hamas, the nature and scope of Iranian involvement, and how various regional actors exploited the growing disorder to their advantage, as the Biden administration struggled to stabilize a region on the brink of another major war.

In subsequent appearances, Bokhari has provided the Hidden Forces audience with critical context for understanding U.S.-Israeli and Iranian strategic aims and limitations, the interests and constraints of other regional states (including Saudi Arabia and Turkey), how the events in the Middle East are perceived in Beijing and Moscow, and how the situation may evolve from here.

The broader conflict with Iran, which has consistently framed these discussions, has now directly involved the United States following its recent deployment of fourteen 30,000-pound bombs targeting three Iranian nuclear sites: the Fordow Uranium Enrichment Plant, the nuclear facility in Natanz, and the Isfahan Nuclear Technology Center. What happens next—and whether the White House's actions will ultimately prove beneficial to America's long-term strategic objectives—forms the central focus of this two-hour conversation.

In the first hour, Bokhari and Kofinas update listeners on recent developments, assessing the initial successes and failures of U.S. and Israeli strategic planners, the Iranian response, immediate risks to the United States and its allies, and how this war is likely to reshape the economic and security order of the Middle East over the next five years.

In the second hour, Demetri and Kamran widen their aperture to examine how the conflict will affect the economic and military imperatives of the United States and China, along with their respective alliances and trading networks. They also discuss the potential economic repercussions and secondary impacts resulting from America's attack on Iran. The episode concludes with an examination of best- and worst-case scenarios, ranging from a new investment supercycle in the Middle East to the deployment of battlefield nuclear weapons and heightened risks of international terrorism in the United States and Europe.

Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe.

If you’d like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe.

If you enjoyed today’s episode of Hidden Forces, please support the show by:

  • Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed

  • Writing us a review on Apple Podcasts & Spotify

  • Joining our mailing list at https://hiddenforces.io/newsletter/

Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou

Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas

Episode Recorded on 06/23/2025

...more
View all episodesView all episodes
Download on the App Store

Hidden ForcesBy Demetri Kofinas

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

1,403 ratings


More shows like Hidden Forces

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

588 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,063 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

927 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

199 Listeners

Superinvestors and the Art of Worldly Wisdom by Jesse Felder

Superinvestors and the Art of Worldly Wisdom

417 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

250 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

363 Listeners

Macro Hive Conversations With Bilal Hafeez by Bilal Hafeez

Macro Hive Conversations With Bilal Hafeez

96 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

460 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,347 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

374 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

60 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

389 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

89 Listeners