Odd Lots

Ziad Daoud Explains How War with Iran Will Reshape the Gulf

April 13, 2026·45 min·4-min readconversationalnews
Podzilla Summary (4 min)
TLDR
The recent conflict between the U.S., Iran, and Israel has profoundly reshaped the Gulf region, challenging long-held assumptions about stability, security alliances, and economic diversification. Despite a temporary ceasefire, the war has exposed vulnerabilities in energy infrastructure, t

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Guest

Z

Ziad Daoud

conversational on Odd Lots

Mentions

Books, people, and resources mentioned in this episode.

People

Ziad DaoudTracy AllowayJoe Weisenthal

Companies

Bloomberg Economics

Products & Tools

DIFC 2.0

Research & Papers

The Price of Moneyby Tom Orlik and Jamie Rush

Topics

GeopoliticsMiddle East

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