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Samir Puri
King's College London (visiting lecturer, War Studies)
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He calls Trump's China election-interference speech 'theatrical misdirection' @10:11 from 'an unresolved war in the Middle East... actually going back into a state of all-out war' @10:22-10:29. Canonical mapped to oil-gas as nearest key: the conflict and Strait of Hormuz closure are the ledger's live oil-price driver.
“I think there's a very real problem that Donald Trump has, which is that the war against Iran may not be wrapped up or stabilized by November. The indicators are that it won't be.”
'There's a captive audience in global south countries, many of which are economic partners to the Belt and Road Initiative' @14:50; he ties it to 'a parallel discussion about overvaluation on the future financials of US AI giants, that could be a story that plays out over the next few years' @16:33-16:42.
“because if China can compete on cost grounds with the US, with Japan, with others, that's really an open road, I think, for China to make some serious inroads”
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