Bishop's final June 16th takeaways concluded that the overwhelming majority of scenarios end in a negotiated Iranian capitulation with no meaningful damage to global oil supply or Gulf assets, which proved a useful market-relevant conclusion even though US intervention (assigned 25%) did occur.

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Speaker

Joe Weisenthal

Evidence Quote

The overwhelming majority of scenarios end in a negotiated Iran capitulation with no meaningful damage done to global oil supply or Gulf assets. I think that's a pretty good conclusion

Source

How a Geopolitical Analyst Predicts the Outcome of War | Odd LotsBloomberg Podcasts
Created: 6/18/2026, 2:17:57 PM

My Notes

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