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Neil Freiman

๐Ÿ‘ค Speaker
4515 total appearances

Appearances Over Time

Podcast Appearances

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

blockade of the Strait of Hormuz, escalating the conflict with Iran after marathon peace talks failed to produce a breakthrough over the weekend.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

You might be thinking, wait a second, isn't Iran already blockading the Strait of Hormuz?

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

Yes, and what the U.S.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

intends to do is a blockade of a blockade, blockade-ception.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

Think of it like a chess match where one player's piece is under attack, but instead of moving that piece in danger to safety, they decide to put pressure on a separate opponent's piece.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

It's a risky high-stakes move to undermine Iran's main source of...

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

It's a risky, high-stakes move to undermine Iran's main source of leverage in the war.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

Energy experts have been pushing the Trump administration to apply the blockade strategy for weeks, Bloomberg reported.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

Here is the rationale.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

In the current status quo, Iran has full control over the world's most important energy waterway, but it's not keeping us straight entirely closed.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

It is allowing its own ships to go through, as well as ships from several countries like China and India who have to cough up a toll.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

One estimate from Frontier Investments suggests Iran is making $150 million a month from those tolls, a huge financial lifeline.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

With the U.S.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

's planned blockade, which begins at 10 a.m.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

Eastern today, it's aiming to cut off that revenue source.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

As President Trump told Fox News, it's going to be all or none, meaning Iran will need to open the strait to all ships or the U.S.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

won't let any get by into the open seas.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

The economic brinksmanship comes after a J.D.

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

Vance-led delegation to Pakistan couldn't agree to terms with Iran on a resolution to the war

Morning Brew Daily
US Plans Hormuz Blockade & Wall Street Bigwigs Nervous About Mythos

which is currently in a tenuous two-week ceasefire.