In this episode, recorded on Wednesday, October 25th, G3 welcomes Sultan Meghji and Mike Edwards to the show to discuss the unfolding war in the Middle East.

Please note that we all recognize the terrible carnage that has taken place and in no way want to be insensitive to it. However, this podcast is designed to look at events through a markets angle. As such, while our hearts are heavy, we will be adhering to that approach.

Please check important disclosures at the end of the episode.

Timestamps:

• Is Israel’s postponement of the ground incursion into Gaza an escalation or de-escalation of the war? [2:22 ]
• What is Mike's perspective on Iran's intentions behind alerting Israel about the Oct. 7 attack? [16:10 ]
• What are the implications for defense spending as a result of the war? [24:50 ]
• Why does Sultan view space infrastructure as being critical to both U.S. military capabilities and the stability of the economy? [32:09 ]
• How could the recent events in the Middle East influence the price of crude oil? [39:37 ]
• Does Mike anticipate that the Middle East War will have any impact on the candidates vying for the GOP presidential nomination? [50:46 ]

Resources:

• Sultan’s start-up, Frontier Foundry
• Sultan’s Biography
• The current “warm war” in space
• Ukraine’s 3D printed bombs

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