Jacob welcomes Farzam back onto the podcast – and they have a great deal to discuss, not least of which is the death of three U.S. soldiers in a drone attack by a group supported by Iran. Jacob and Farzam dive past the headlines and talk about what the consequences of the attack will be, whether Iran was behind it, and what Iran’s strategic thinking is in the region more generally, and especially in relation to Oct. 7 and the Red Sea shipping disruptions.

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Timestamps:

(00:00) - Intro

(03:00) - What happened with the attack in Jordan?

(11:24) - Who was behind the attack? Was it Iran?

(20:26) - Chances for a regional war/Iran’s red lines

(31:00) – What does Iran want and how will it affect Red Sea shipping

(41:08) – Iran-China relations

(46:00) – Iran’s domestic politics

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CI Site: cognitive.investments

Jacob Site: jacobshapiro.com

Jacob Twitter: x.com/JacobShap

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