Geopolitical strategist @ZeihanonGeopolitics joins Scott Galloway to discuss the escalating war between the United States, Israel, and Iran – and what it could mean for the global economy. They break down the risk of disruptions to oil supply in the Middle East, why energy markets are on edge, and how the conflict could impact global growth. Peter also explains what the war could mean for China, Europe, and the future of globalization. We’re also now live on Substack: Subscribe at profgmedia.com to get ad-free versions of all our videos, the full archive of Scott’s newsletters, and exclusive content including deep dives, livestream conversations, and subscriber Q&As. Timestamps 00:00 - In This Episode 00:43 - Where are we right now in the Iran war? 03:16 - Could this escalate into boots on the ground or a wider regional war? 04:31 - What could go right for the U.S. in this conflict? 07:50 - Could the U.S. declare victory and leave? 10:25 - Could Iran’s new leader take a hard line publicly but negotiate privately? 12:36 - Will the U.S.–Israel–Gulf alliance hold? 15:51 - Is the bigger risk the Strait of Hormuz or oil production? 16:28 - Are we losing the asymmetric warfare battle on projectiles? 18:18 - Ad Break 19:29 - Should the U.S. try to end this conflict quickly? 21:27 - What are the global effects of $100 oil? 23:47 - Is $100 oil good for Russia and bad for China? 24:03 - What’s happening with Europe cracking down on Russia’s shadow fleet? 25:29 - Who are the winners so far in this conflict? 26:12 - What major geopolitical story are we missing right now? 28:36 - Where could the Ukraine war be in a year? 30:08 - Is the U.S. less willing to endure wartime losses than Russia? 32:28 - What impact could this have on Europe? 34:42 - Even if the U.S. loses reputationally, are we still the least weakened power? 37:28 - Ad Break 38:36 - What black swan risks should we be worried about? 40:19 - Could any country realistically mediate this conflict? 42:27 - Is the U.S. currently a rogue nation? 43:53 - What do you tell clients about the U.S. economic outlook? 45:21 - Any predictions for the 2026 midterms or 2028 election? Please support this channel by subscribing here: https://links.profgmedia.com/youtube-... Want more Prof G? Check out everything we're up to at https://links.profgmedia.com/home #ProfGMedia #ProfGConversations #ProfG #ScottGalloway #Politics #Economy #Tech #Culture #AI #Business #Leadership #Strategy #Innovation #Podcast #Interview #Insights #Culture