Iran cease fire?
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Mar 25, 2026 · 9:37
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary · Mar 25, 2026 · 9:37
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00:00 - Soho Event & New York Conference
00:36 - The Ceasefire Gambit: Why a Deal is Unlikely
01:00 - Trump’s Urgency vs. IRGC’s Deterrence
01:45 - The Tanker Crisis and Global Oil Flow
02:26 - Missile Effectiveness and Defense Interceptors
03:28 - The Trust Deficit and the Ukraine Precedent
05:37 - Market Volatility: Fading the Gap Up
07:13 - Israel’s Existential Stance and Netanyahu’s Incentives
08:25 - The Path to Coercion in the Strait of Hormuz
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Episodes: Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
