Saagar Enjeti

If you're sailing to Israel, you're not coming through here either.

And this is the new sheriff in town in the Straits of Hormuz.

What's that sound like to you?

That sounds like a strategic victory right now.

So far for the Iranian Empire.

They get to, or the Iranian regime, potentially an empire.

Used to be an empire.

So we've got the Iranian regime, which is now re-empowered, massively rich already as a result of the war and spiking oil prices, control over the Straits of Hormuz.

They stood up and survived over the big, bad American military and Israel.

I mean-

this is a strategic nightmare.

And yet somehow it is still the preferable outcome.

And that's what's so insane about it.

Is we were really screwed either way, which is why we never should have been in this war.

I'm just like thinking through all of the global ramifications.

And I'm like, I cannot believe that we just blew up the global empire and then the global economy and told all of these countries, I mean, if you're the Gulf, I was telling you before, what do you do now?

Iran has been firing on your ship.

Now you've got to pay the piper.

Dubai was—they got more missiles yesterday than the first week of the war.

Do you just pay it?