Ultimately, the US faces a stark binary choice: defeat Iran or retreat. Both carry profound implications for the post-war Bretton Woods order that has shaped modern economies and the commodity flows that sustain them. Indeed, it is precisely those commodity flows that both define this binary choice and make commitment to either path so difficult. Jeff Currie, Co-Founder of 1947 Oil & Gas, returns to the show to unpack this stark reality, its consequences for the world, and why he decided to launch an oil and gas company.
