Jacob welcomes Farzam back onto the podcast – and they have a great deal to discuss, not least of which is the death of three U.S. soldiers in a drone attack by a group supported by Iran. Jacob and Farzam dive past the headlines and talk about what the consequences of the attack will be, whether Iran was behind it, and what Iran’s strategic thinking is in the region more generally, and especially in relation to Oct. 7 and the Red Sea shipping disruptions.

--

Timestamps:

(00:00) - Intro

(03:00) - What happened with the attack in Jordan?

(11:24) - Who was behind the attack? Was it Iran?

(20:26) - Chances for a regional war/Iran’s red lines

(31:00) – What does Iran want and how will it affect Red Sea shipping

(41:08) – Iran-China relations

(46:00) – Iran’s domestic politics

--

CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

Subscribe to the Newsletter: bit.ly/weekly-sitrep

--

Cognitive Investments is an investment advisory firm, founded in 2019 that provides clients with a nuanced array of financial planning, investment advisory and wealth management services. We aim to grow both our clients’ material wealth (i.e. their existing financial assets) and their human wealth (i.e. their ability to make good strategic decisions for their business, family, and career).

--

Disclaimer: Cognitive Investments LLC (“Cognitive Investments”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Cognitive Investments and its representatives are properly licensed or exempt from licensure.

The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. It should not be considered a solicitation to buy or an offer to sell a security. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your attorney or tax advisor

This podcast uses the following third-party services for analysis:

Podtrac - https://analytics.podtrac.com/privacy-policy-gdrp