Marko Papic, Chief Strategist of GeoMacro Strategy at BCA Research, discusses Israel's likely next retaliatory move against Iran, the economic ramifications of this attack, and the impact on the U.S. economy of the Presidential election outcome.

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00:00 - Intro

03:20 - Why Israel Delays Retaliation

05:23 - U.S. Influence on Israel's Decisions

08:04 - Iran’s Military vs. Israel’s Limits

12:09 - Nuclear Threats: U.S. vs. Israel

15:52 - Iran’s Strategy with Arab Allies

17:47 - Strait of Hormuz and Oil Markets

20:14 - Putin’s Role and Russia’s Limits

22:38 - What If Israel Nukes Iran?

26:23 - Iran’s Nuclear Ambitions

29:10 - Trump vs. Harris on Foreign Policy

32:07 - Future U.S. Geopolitical Strategy

38:11 - Trump’s Tariff Strategy

42:42 - Market Risks if Trump Wins

44:05 - Outro and Conclusion

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#geopolitics #israel #economy