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The Real War Isn’t in Iran — It’s in the US Treasury Market | Luke Gromen & Lyn Alden
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Mentor Sessions Ep. 061: Macro Legends on Oil, the Breaking US Treasury Market, and the Dollar Crisis No One Is Ready For | Luke Gromen & Lyn Alden Iran doesn't have to beat the US military. They just have to beat the US Treasury market — and that changes everything you think you know about this conflict. The Strait of Hormuz is the chokepoint for roughly 20% of the world's oil supply, and right now it sits at the center of a geopolitical storm with consequences that reach far beyond the Middle East. In this deep-dive interview, we break down exactly how a Hormuz disruption cascades into oil price spikes, supply chain breakdowns, and a inflation surge that puts the US dollar's reserve…