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Geopolitics | Global power, conflict & policy

Geopolitics · Global power, conflict, and policy intelligence | Showing 7 of 7

Geopolitics | Global power, conflict & policy

Global power, conflict, and policy — the stories reshaping the world order.

Geopolitics · Showing 7 of 7

What Iran means for the dollar: a perfect storm for the petrodollar? | March 24, 2026 | Deutsche Bank Research Institute

**1. Metadata & Credentials** - **Title:** What Iran means for the dollar: a perfect storm for the petrodollar - **Author:** Mallika Sachdeva, Strategist - **Source/Publication:** Deutsche Bank Research Institute - **Core Thesis:** The current Middle East conflict is fundamentally testing the US security umbrella that underpins the 1974 petrodollar agreement. This geopolitical fracture, combined with a potential…

Mar 27, 2026·Currencies & FX
What Iran means for the dollar: a perfect storm for the petrodollar? | March 24, 2026 | Deutsche Bank Research Institute

Talking with Robin Brooks : Iran, oil, the dollar and everything. | Paul Krugman

> "If you're sure that you know what's happening then you're almost certainly wrong." - **Paul Krugman** [[00:00:45](https://youtu.be/bdrQJO_-j9s?si=L3NNLpFMpOqh8auj&t=0h0m45s)] > "When there is disruption to the oil sector there are forecasts that get trotted out that are often apocalyptic." - **Robin Brooks** [[00:10:41](https://youtu.be/bdrQJO_-j9s?si=L3NNLpFMpOqh8auj&t=0h10m41s)] > "My only twist on the John…

Mar 21, 2026·Crude Oil & Energy
Talking with Robin Brooks : Iran, oil, the dollar and everything. | Paul Krugman

Dollar Endgame : Brent Johnson, Whitney Baker, Michael Every, Izabella Kaminska, John Butler

> "The only way to truly stabilize this system is for everyone to be willing to move to a global monetary equilibrium where the reference point is not one that can be printed, devalued, or defaulted on by anyone else. And that's gold." - **John Butler** [[01:11:09](https://www.youtube.com/watch?v=M-ZHu5IW_p8&t=1h11m9s)] > "The United States has done more to tear down the rules-based order in the last 16 months…

Mar 18, 2026·all-in-podcast
Dollar Endgame : Brent Johnson, Whitney Baker, Michael Every, Izabella Kaminska, John Butler

If You Don't Understand the Petrodollar, You Don't Understand Money

- > "did you know there is an invisible system that controls nearly every trade on the planet and I don't mean supply and demand" - **Felix Pin** [[00:00:00](https://www.youtube.com/watch?v=bpEFA4LH6MM&t=0s)] - > "every single day the world burns through about 93 million barrels of oil" - **Felix Pin** [[00:02:30](https://www.youtube.com/watch?v=bpEFA4LH6MM&t=150s)] - > "the dollar was gold you could walk up to a…

Mar 18, 2026·Crude Oil & Energy
If You Don't Understand the Petrodollar, You Don't Understand Money

India - Strait of Hormuz closure: Not just about oil prices for INR | MUFG

> [Michael Wan](https://www.mufgresearch.com/meet-the-team#michael-wan): We see the Indian Rupee as vulnerable and USD/INR likely rising above 95 levels if the Iran and Middle East conflict is sustained and the Strait of Hormuz remains closed with Brent oil prices returning back to the US$100/bbl at the time of our writing: - While we do not yet know how the Iran and Middle East conflict will play out from here,…

Mar 14, 2026·Crude Oil & Energy
India - Strait of Hormuz closure: Not just about oil prices for INR | MUFG

The Great Rebalancing Chapter 1: Currency, crypto, and payment infrastructure | Feb 3, 2026 | Deutsche Bank Research Institute | Report

> Deutsche Bank Research Institute series, authored by [Marion Laboure, Ph.D.](https://www.linkedin.com/in/marionlaboure/) and [Camilla Siazon](https://www.linkedin.com/in/camilla-siazon-93b8ab121/), explores five global chokepoints reshaping economies: currencies, critical minerals, chips, cables and cloud. > Chapter 1: Currency, crypto and payment infrastructure – in a nutshell - The contest has changed: it’s…

Mar 14, 2026·Alternatives
The Great Rebalancing Chapter 1: Currency, crypto, and payment infrastructure | Feb 3, 2026 | Deutsche Bank Research Institute |  Report

140 Years Of Monetary History In 10 Minutes | GoldSilver

> "[00:00:00](https://youtu.be/wD3KYlpE2lk?t=0) Everybody thinks the **US dollar** is still as good as gold and it hasn't been since **1971**." - **Mike Maloney** (Context: Introduction to monetary misconceptions) > "[00:00:50](https://youtu.be/wD3KYlpE2lk?t=50) This is what gives governments the ability to start this **scam** in the first place where they print these **receipts** for gold and then they can print…

Feb 16, 2026·Currencies & FX
140 Years Of Monetary History In 10 Minutes | GoldSilver
Source
Currencies & FXCurrencyDollar
+1111 more tags
Dollar, Money & CurrencyEconomicsFinanceGeopoliticsIran ConflictMacro / EconomicsMarkets & Investments

What Iran means for the dollar: a perfect storm for the petrodollar? | March 24, 2026 | Deutsche Bank Research Institute

1. Metadata & Credentials

  • Title: What Iran means for the dollar: a perfect storm for the petrodollar
  • Author: Mallika Sachdeva, Strategist
  • Source/Publication: Deutsche Bank Research Institute
  • Core Thesis: The current Middle East conflict is fundamentally testing the US security umbrella that underpins the 1974 petrodollar agreement. This geopolitical fracture, combined with a potential…
View Full Article
UJ
Mar 27, 2026
Source
Crude Oil & EnergyCurrencyDollar
+77 more tags
Economics
Source
all-in-podcastCurrencies & FXCurrency
+88 more tags
Dollar
Source
Crude Oil & EnergyCurrencies & FXCurrency
+1414 more tags
Documentary
Source
Crude Oil & EnergyCurrencies & FXCurrency
Source
AlternativesChokepointsCurrencies & FX
Source
Currencies & FXCurrencyDollar
+88 more tags
Middle East
Report
Report, Blogs & Insights
Wall Street
Geopolitics
Macro / Economics
Macros
Middle East
Paul Krugman
Podcast

Talking with Robin Brooks : Iran, oil, the dollar and everything. | Paul Krugman

"If you're sure that you know what's happening then you're almost certainly wrong." - Paul Krugman [00:00:45]

"When there is disruption to the oil sector there are forecasts that get trotted out that are often apocalyptic." - Robin Brooks [00:10:41]

"My only twist on the John…

View Full Article
UJ
Mar 21, 2026
Economics
Geopolitics
Macro / Economics
Macros
Markets & Investments
Podcast
US / West

Dollar Endgame : Brent Johnson, Whitney Baker, Michael Every, Izabella Kaminska, John Butler

"The only way to truly stabilize this system is for everyone to be willing to move to a global monetary equilibrium where the reference point is not one that can be printed, devalued, or defaulted on by anyone else. And that's gold." - John Butler [01:11:09]

"The United States has done more to tear down the rules-based order in the last 16 months…

View Full Article
UJ
Mar 18, 2026
Dollar
Dollar, Money & Currency
Economics
Finance
Geopolitics
History
Knowledge Bytes
Learning
Macro / Economics
Macros
Petrodollar
Podcast
Primer

If You Don't Understand the Petrodollar, You Don't Understand Money

  • "did you know there is an invisible system that controls nearly every trade on the planet and I don't mean supply and demand" - Felix Pin [00:00:00]

  • "every single day the world burns through about 93 million barrels of oil" - Felix Pin [00:02:30]

  • "the dollar was gold you could walk up to a…

View Full Article
UJ
Mar 18, 2026
+7
7 more tags
GeopoliticsIndiaMacro / EconomicsMarkets & InvestmentsMiddle EastReport, Blogs & InsightsUSD/INR

India - Strait of Hormuz closure: Not just about oil prices for INR | MUFG

Michael Wan: We see the Indian Rupee as vulnerable and USD/INR likely rising above 95 levels if the Iran and Middle East conflict is sustained and the Strait of Hormuz remains closed with Brent oil prices returning back to the US$100/bbl at the time of our writing:

  • While we do not yet know how the Iran and Middle East conflict will play out from here,…
View Full Article
UJ
Mar 14, 2026
+9
9 more tags
CurrencyFinanceGeopoliticsMacro / EconomicsMacrosMarkets & InvestmentsReportReport, Blogs & InsightsWall Street

The Great Rebalancing Chapter 1: Currency, crypto, and payment infrastructure | Feb 3, 2026 | Deutsche Bank Research Institute | Report

Deutsche Bank Research Institute series, authored by Marion Laboure, Ph.D. and Camilla Siazon, explores five global chokepoints reshaping economies: currencies, critical minerals, chips, cables and cloud.

Chapter 1: Currency, crypto and payment infrastructure – in a nutshell - The contest has changed: it’s…

View Full Article
UJ
Mar 14, 2026
Dollar, Money & Currency
Economics
Finance
Geopolitics
History
Macro / Economics
Money
Podcast

140 Years Of Monetary History In 10 Minutes | GoldSilver

"00:00:00 Everybody thinks the US dollar is still as good as gold and it hasn't been since 1971." - Mike Maloney (Context: Introduction to monetary misconceptions)

"00:00:50 This is what gives governments the ability to start this scam in the first place where they print these receipts for gold and then they can print…

View Full Article
UJ
Feb 16, 2026