Trump promised to end wars. Now he's bombing Iran, and one of Wall Street's sharpest independent thinkers says it may have just cost him his entire legacy.

Jim Iuorio and Bobby Iaccino sit down with Dr. Dave Collum, Professor of Organic Chemistry at Cornell University, to unpack what's really happening in Iran and oil markets. Collum argues the Strait of Hormuz can't be replaced as an oil transit route for at least a decade, which is why he thinks the current supply chain stress could take years, not months, to unwind and why he believes the second strike on Iran may have cost Trump his legacy.

They also get into Boomers' dangerous overexposure to stocks, why gold's refusal to rally or collapse is telling investors something important about the recession-versus-inflation debate, and whether the 1970s oil crisis was as manufactured as this one might be.

Timestamps:
00:00 Intro and Sponsors
03:37 Trump and the Epstein Files: Why It's Never Happening
05:57 Has Trump Been a Disappointment This Term
07:00 Twitter Fatigue, AI Slop, and the Death of Real Content
10:05 Andrew Ross Sorkin, AI-Written Books and Media Credibility
13:17 How Much Should the Average Person Care About Geopolitics
13:55 Boomers Are Dangerously Overexposed to Stocks
15:02 Apple's Price Went Up 10x on 50% Revenue Growth: What Does That Mean
16:00 Thomas Massie, Trump, and the Israel Connection
18:42 Charlie Kirk, Israel, and Why They "Squash" Dissent Publicly
21:09 The Tucker Carlson Controversy: Patton, Hitler, Stalin, and WWII Revisited
26:43 Iran, Oil, and the Real China Play
27:19 The Strait of Hormuz: Why It's a Decade to Replace
30:13 Monroe Doctrine 2.0: Venezuela, Greenland, and US Hemisphere Strategy
33:44 Trump Thought It'd Be Over by Now: His Grandiose Miscalculation
34:05 Can We Actually Bomb Iran's Nuclear Facility? Dave Says No
35:38 Did the Second Iran Strike End Trump's Legacy
41:47 Are Supply Chains Already Broken Beyond Repair
44:36 Gold Is Confused: What It's Telling Us About Recession vs Inflation
48:06 The 1970s Oil Crisis: Was It Manufactured?
52:17 Every Asset Is a Time Bomb: What Happens When One Triggers the Rest

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