In this in-depth interview, market analyst and author Alex Krainer joins us to break down rising U.S.–Iran tensions, the likelihood of a regional escalation, and how this could impact oil prices in 2026. Krainer also analyzes the current state of the Israel–Hezbollah front, the stalled negotiations in the Ukraine–Russia war, and the geopolitical forces shaping global markets. He explains the volatile outlook for gold and silver, the potential for crude oil to swing from $40 to $200, and issues a major warning about a looming European bond crisis driven by declining confidence in EU governments. The conversation also explores long-term opportunities in commodities—especially grains—and revisits concerns about a bubble forming in the AI sector. A must-watch for investors, traders, and anyone following macroeconomics, geopolitics, and global risk trends.

🗓️ Recording date: February 20, 2026

📖 Chapters
0:00 Intro
00:45 – U.S.–Iran tensions and Trump’s ultimatum
03:40 – Why Iran won’t accept “face-saving” deals
06:30 – Will the U.S. actually strike Iran?
09:00 – Vulnerability of U.S. bases and carriers
12:05 – Israel, Hezbollah and multi-front risk
14:10 – Misreported stories & geopolitical psyops
16:49 – Status of the Ukraine–Russia war
19:00 – Why negotiations in Geneva failed
21:20 – Potential territorial losses for Ukraine
22:56 – Gold and silver outlook for 2026
25:45 – Oil scenarios: $40 or $200?
27:30 – Impact of sanctions and Hormuz risk
29:12 – European bonds and ECB crisis warning
31:52 – What a bond collapse means for citizens
34:14 – Historical context: bond market Armageddon
36:36 – Why grains may be the next big trade
38:04 – AI sector bubble concerns