Konstantin Kisin

And there was, I don't know if you remember, a few weeks ago, there was a ceasefire that was agreed.

And at that point, I got sort of like told you so messages from a bunch of former guests and other people going, I told you this would be over quickly.

I told you this wouldn't be such a big, I told you, look at Robert Pape.

He was so wrong about that, that, that, that, that, that, that.

And as I look at the news now, it's still going on.

Not only that, I mean, they're talking about a deal, but I don't know that a deal is going to be done quickly.

And if it is, I don't think there's any evidence to suggest where we sit today that that deal is going to be any better than the deal might have been done before this war ever occurred.

I mean, don't forget.

global Brent crude oil prices are now 60% higher than they were a year ago.

And by the way, the reason a lot of people...

have stopped talking about this issue is, you know, everyone gets tired of talking about the same thing.

And so like, it was like the war in Ukraine.

It was everywhere for a year.

And then everyone just kind of moved on.

The war didn't stop.

But the thing with Iran is like, I think most people don't realize that the economic impact directly, and I'm not talking about a 3% increase in the price of whatever.

I'm talking about real economic impact.

will last for years from this.

The IEA called this the biggest disruption to the global oil market in history, what's happened.

And it's not just oil, it's gas, it's fertilizer, it's all this stuff.