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July 17, 2025 40 mins

When the U.S. bombed Iran, most people tuned into the headlines…

But very few stopped to ask: What does this mean for the dollar? For interest rates? For inflation?

That’s exactly why I brought on Kirk Elliott—a PhD in public policy with decades of experience studying geopolitical and economic shifts.

Because this isn’t just about war. It’s about oil shocks, debt spirals, rate policy gridlock, and how your investment strategy could be blindsided if you’re not paying attention.

In this episode, we dive deep into:

  • How geopolitical conflict triggers energy inflation—and why it hits everything from gas to groceries
  • Why the Federal Reserve may be stuck between crushing inflation and triggering a recession
  • How Japan’s decision to end the yen carry trade quietly killed a major engine of global liquidity
  • What a weakening dollar could mean for U.S. manufacturing, exports—and real estate
  • Why traditional investment advice could be disastrous in today’s environment

Kirk lays it all out in plain English. No hype. No political bias. Just clear cause-and-effect logic that every investor needs to hear.

If you’re trying to make sense of what’s happening in the markets and how to position yourself for what’s coming next…

This is the episode.

Take Control, Hunter Thompson

Resources mentioned in the episode:

1. Episode with Alex Epstein

Anti-Science Claims About COVID & The Environment

2. Kirk Elliott

X/Twitter

Website

Interested in learning how to take your capital raising game to the next level? Meet us at Capital Raiser’s Edge.

Learn more here: https://raisingcapital.com/cre

 

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