Iran War & The Global Market Reset (ft. Hasnain Malik) Ep 86

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 & ConnectTellimer Research: https://www.tellimer.com/Follow Hasnain Malik: http://www.linkedin.com/in/hasnainmJoin the Majlis & Markets Community:YouTube: / @majlismarketspodLinkedIn: https://lnkd.in/eXKNRVcFX (Twitter): @MajlisMarketsInstagram/TikTok: @majlis.marketsEmail: [email protected]