Odd Lots

Brad Setser on the War in Iran and the Future of the US Dollar

April 16, 2026·51 min·5-min readconversationalnews
Podzilla Summary (5 min)
TLDR
Amid heightened geopolitical tensions and oil market disruptions, Brad Setser, CFR senior fellow and frequent All Things guest, analyzes the current oil shock in contrast to the 1970s, explaining why today’s price surge is less severe despite major physical supply interruptions. He explor

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Guest

B

Brad Setser

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Brad SetserTracy AllowayJoe Weisenthal

Books

Choke Point Capitalismby Cory Doctorow and Rebecca Giblin

Companies

Council on Foreign Relations

Research & Papers

IMF Report on Global Imbalancesby International Monetary Fund

Topics

EconomicsGeopoliticsGlobal NewsPolitical News

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