Is the GCC facing a structural point of no return? With the Hormuz Blockade effectively "locking in" the region's economy, the old rules of Gulf growth are being rewritten. In Episode 88 of Majlis & Markets, Issam Al-Tawari re-joins us for a high-stakes briefing on the Gulf economic reset.

We move beyond the headlines to analyse why the 2026 conflict is more than just a volatility shock—it is a fundamental devaluation of regional security and credit profiles.

Key Briefing Points:

• The Chokepoint: The fiscal reality of stranded hydrocarbon exports.
• Credit Contagion: Why regional banks are tightening and the surge in war risk premiums.
• Kuwait’s Survival: Assessing the viability of Vision 2035 in a disrupted supply chain environment.
• The Global Reset: How shifting geopolitical hegemonies are forcing a new GCC financial strategy.

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Is the Iranian state effectively in receivership? As the 2026 conflict intensifies and the IRGC maintains its "toll booth" blockade on the Strait of Hormuz, the question of who actually holds the economic lever has never been more critical. Is President Pezeshkian’s administration a mere figurehead for the economy?

In this episode, renowned strategist Bijan Khajehpour joins Majlis & Markets for an institutional autopsy of the Iranian state. We move past the headlines to deconstruct the "Emboldened" strategy of the IRGC, the resilience of the banking sector under total sanctions, and the brutal geoeconomics of survival in 2026.

In this episode, we reveal:

• The $120B Demand: Why the release of frozen assets is the non-negotiable price for reopening the Strait.
• State vs. Shadow State: The internal deadlock between the formal government and the military council.
• Banking in Conflict: How Iran’s financial structures have pivoted to survive a total 2026 blockade.
• The "Toll Booth" Economy: How the IRGC funds the war effort through shadow maritime revenues.
• Geoeconomic Leverage: Why Tehran believes it holds the ultimate upper hand in the global energy war.

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🎓 About the Guest

Bijan Khajehpour is a leading authority on Iran’s geoeconomics and state structures.

• 📰 Analysis: Amwaj Media [https://amwaj.media/en/author/21066201]
• 🐦 X (Twitter): @BijanKK

The old world order is dead. As the Iran-Israel conflict reaches a point of no return, we aren’t just looking at a news cycle—we are witnessing a permanent Global Reset of the financial and geopolitical map.

In this briefing, Hasnain Malik (Head of Geopolitical Risk and EM Equity Strategy Research at Tellimer) joins us to navigate the high-stakes intersection of war and wealth. With oil prices volatile and the Strait of Hormuz facing a historic "chokehold," the traditional rules of geopolitical risk no longer apply.

We explore why the market is still fundamentally mis-pricing the supply shock and what it means for your portfolio.

Inside this episode:

• The Regime Reset: Why the Iranian leadership has moved beyond the point of negotiation.
• Energy Chokepoints: The 2026 reality of $120 oil and the Hormuz maritime crisis.
• Asset Strategy: How Gold, Bitcoin, and the USD are behaving in the "Reset" era.
• The GCC Future: Economic diversification vs. urgent food and security dependencies.

🔗 Resources & Connect

• Tellimer Research: https://www.tellimer.com/
• Follow Hasnain Malik: http://www.linkedin.com/in/hasnainm
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