Amos Hochstein, Managing Partner at TWG Global and former White House Sr. Advisor to President Biden, joins the show to break down the realities of global energy markets amid escalating geopolitical tensions. Drawing on firsthand experience in high-stakes diplomacy, including as a key negotiator in talks involving Hezbollah, he explains how backchannel negotiations actually work and why today’s market may be dangerously misreading the situation. He argues that what we’re seeing is “the worst energy disruption the world has ever seen.” The conversation dives into the gap between paper and physical oil prices, the impact of a prolonged Strait of Hormuz closure, and what policymakers could have done differently.
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