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March 16, 2026 | Season 8 | Episode 7

We track how the Strait of Hormuz turns geography into leverage, pushing oil prices toward the level that can rattle inflation, rates, and stocks. We also connect war-driven energy shocks to the Fed’s next decision and then pivot to why Microsoft and Nvidia may look mispriced despite nonstop AI headlines. 
• geography as the constraint technology cannot erase 
• the Strait of Hormuz as a live chokepoint for oil prices 
• how Iran can use shipping disruption as strategic leverage 
• World War I Dardanelles and Gallipoli as modern parallels 
• the English Channel lesson and why narrow waterways shape war 
• China’s Malacca Dilemma and Taiwan-related energy vulnerability 
• oil’s link to inflation expectations and Treasury yields 
• deficit and debt-servicing risk as a secondary market shock 
• key war headlines including escorts and regional spillovers 
• the week ahead for the Federal Reserve and market pricing 
• why market narratives fail with Bitcoin and clean energy moves 
• the valuation case for Microsoft via Azure, OpenAI, and Copilot 
• what to watch at Nvidia GTC including inferencing and supply

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