The Team House

The Global Economic Fallout: Week 5 Iran War | EYES ON GEOPOLITICS

April 1, 2026·54 min·2-min readroundtablepolitics
Podzilla Summary (2 min)
TLDR
A major disruption in global energy supply, particularly from the Strait of Hormuz, has triggered a cascading crisis affecting oil, gas, helium, aluminum, and shipping, with markets underpricing the severity. The S&P 500's resilience is misleading, as physical shortages in Asia are alread

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Guest

N

Nick Trickett

roundtable on The Team House

Mentions

Books, people, and resources mentioned in this episode.

People

Nick TrickettDimitri KonstantinosJonathan HackettJack Murphy

Books

Empire of Austerityby Nick Trickett

Companies

S&P Global Energy

Products & Tools

HeliumAluminumSubstack

Research & Papers

Brent Crude Oil Benchmark

Topics

EconomicsGeopoliticsGlobal NewsInflationRenewable EnergySupply ChainUs Politics

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