Sir JJ: Sitting on the Edge of the World, but Gasoline Remains Cheap

Sir JJ joins Trevor to analyze the escalating crisis in the Strait of Hormuz and its profound impact on global energy markets. The discussion explores the growing divergence between a self-sufficient U.S. market and an energy-starved Asia, where Middle East oil shipments have effectively ground to a halt. JJ examines President Trump’s "historic mission" to address the Iranian threat, suggesting the U.S. is prepared to see OPEC’s influence fade while prioritizing domestic production and regional allies. Finally, the episode breaks down why gold is currently behaving as an unstable asset rather than a traditional safe haven and uses "real arithmetic" to show that gasoline remains historically affordable compared to 2008 price peaks.