Majlis & Markets
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Majlis & Markets
Iran War & The Global Market Reset (ft. Hasnain Malik) Ep 86
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The old world order is dead. As the Iran-Israel conflict reaches a point of no return, we aren’t just looking at a news cycle—we are witnessing a permanent Global Reset of the financial and geopolitical map.
In this briefing, Hasnain Malik (Head of Geopolitical Risk and EM Equity Strategy Research at Tellimer) joins us to navigate the high-stakes intersection of war and wealth. With oil prices volatile and the Strait of Hormuz facing a historic "chokehold," the traditional rules of geopolitical risk no longer apply.
We explore why the market is still fundamentally mis-pricing the supply shock and what it means for your portfolio.
Inside this episode:
- The Regime Reset: Why the Iranian leadership has moved beyond the point of negotiation.
- Energy Chokepoints: The 2026 reality of $120 oil and the Hormuz maritime crisis.
- Asset Strategy: How Gold, Bitcoin, and the USD are behaving in the "Reset" era.
- The GCC Future: Economic diversification vs. urgent food and security dependencies.
🔗 Resources & Connect
- Tellimer Research: https://www.tellimer.com/
- Follow Hasnain Malik: http://www.linkedin.com/in/hasnainm
- Join the Majlis & Markets Community:
- YouTube: / @majlismarketspod
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- Email: hassan@majlisandmarkets.com
