
About this episode
Ram Ahluwalia argues that CENTCOM’s move to enforce the US Naval blockade of the Strait of Hormuz was exquisitely timed — placing the IRGC in a vice with no clean exit. He walks through why Iran can’t escalate without facing worse outcomes, and can’t stand down without ceding economic control. Austin Campbell adds the market dimension: we’ve shifted from kinetic escalation to long-term economic attrition, and the regional neighbors are notably not objecting. Chris Perkins frames China’s role as reluctant broker and what a scheduled Xi-Trump meeting in May could mean for resolution.
Hosted by Ram Ahluwalia (Lumida), Austin Campbell (Zero Knowledge Consulting), and Christopher Perkins (250 Digital Asset Management)
This clip is from a longer conversation on the Iran blockade, Anthropic’s Mythos, AI buyback risk, and the WLFI conflict. Full episode here: https://youtube.com/live/P4fSTXVnC2Y
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