Iran's strategy: 'we'll keep hitting oil infrastructure before every Fed meeting'

The speaker frames the current global energy and financial shocks around four competing theories and cites concrete events and numbers: diesel is at a national average of $6.40, oil spiked 'up 59% in March', and the 10-year Treasury yield moved 'over 5%' after the Federal Reserve hike on September 16th. Key events invoked are February 28th (US and Israel action vs Iran), closures of the 'Strait of Hormuz' and 'Bab el-Mandeb', Saudi pipeline damage, and a JP Morgan note saying 'we have no idea what's about to happen to the world.'

The four theories enumerated are:

• Theory 1 (Iranic attack on US finances): Iran weaponizes oil chokepoints to force higher oil and diesel, triggering Fed rate hikes that blow up the US Treasury market. The speaker notes US debt at '$40 trillion' and that 'interest on the debt is now bigger than the whole defense budget', and cites an Iran parliamentary post promising to target infrastructure before Fed meetings.
• Theory 2 (profits and power): The defense industry, Wall Street and Big Tech centralize capital and control—examples include a '$24 billion sale of 48 F 35 jets to Saudi Arabia', asset managers/ banks engineering Treasury demand, and the 'Genius Act' tying digital dollars to U.S. Treasuries.
• Theory 3 (deliberate energy destruction): The US could benefit by disabling rivals' energy supply (Nord Stream 2 cited alongside Biden's 'we will be able to do it. I promise you, we'll be able to do it.'), forcing Europe/Asia to buy US energy in dollars and gaining leverage.
• Theory 4 (prophecy-driven choices): Elements in US, Israeli and Iranian leadership interpret current events through end-times prophecy—examples invoked include Christian Zionism in the US, statements attributed to Benjamin Netanyahu, and Iran preparing for the 'Madi'.

The speaker argues these theories overlap and recommends preparation: own assets that survive inflation or collapse (stocks, gold, Bitcoin, collectibles, real assets), keep cash for deflationary breakdowns, and store a few months of food and basics. He leans toward an inflationary collapse scenario but keeps contingency for both outcomes.