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Iran

6 statements across 6 episodes · 2 bullish · 3 bearish · 5 people on the record · first statement Oct 26, 2020 by Marko Papic · said 41 times in 12 episodes since 2019 · across every show →

Mentions by year

brought up most by Kiyan Zandiyeh (8), Marko Papic (7), Brett McGurk (7), Ben Hunt (7), Mo Haghbin (3), Jon Harris (2), Bruce MacDonald (2), Ted Seides (1)

tap a year for its mentions
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02320192020202120222023202420252026episodes it came up in
0051.510320192020202120222023202420252026episodesmentions per episode
2026 3 mentions in 2 episodes 2 per episode
2025 7 mentions in 1 episode
2024 10 mentions in 2 episodes 5 per episode
2023 9 mentions in 1 episode
2022 5 mentions in 3 episodes 2 per episode
2021 1 mention in 1 episode
2020 4 mentions in 1 episode
2019 2 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Iran, oldest first

Oct 26, 2020 bearish
Prediction Not publicly verifiable
Papic: Iran Will Not Negotiate With the US if Trump Wins Re-Election
“And so I think if Trump wins again, they see the writing on the wall, and I don't think they're gonna reach out by thinking of, oh, let's negotiate with the U.S.”
Marko Papic Oct 26, 2020 ▶ 38:17 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Feb 28, 2022 bullish
Prediction Didn’t hold up
Papic: There is basically no way the US will not get an Iran deal
“There's basically no way that we will not get an Iran deal.”
Marko Papic Feb 28, 2022 ▶ 20:43 Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
May 25, 2023 bullish
Disclosure
Zandiyeh: Sturgeon's Iranian tech startups reached $110M in profitable revenue
“For a period of years, we built those businesses up. They do around a hundred and ten million dollars in revenue. They're profitable businesses. They're the leader in their own sector and have a very long runway to grow ahead of them.”
Kiyan Zandiyeh May 25, 2023 ▶ 12:42 Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
Jun 24, 2024 negative
Prediction Not checkable as stated
Hunt: Iran-Israel Conflict Will Likely Escalate Beyond 'Phony War' Stage
“There is a hot war between those two countries. It is in its phony war stage. I don't think it remains in a phony war stage, or I think the risk is that it doesn't”
Ben Hunt Jun 24, 2024 ▶ 47:46 Ben Hunt - The Stories that Drive Markets (EP.393)
Dec 8, 2025 neutral
Assertion Partly supported
McGurk: Israel Eliminated All Iranian Air Defenses in October Counterstrike
“The Israelis responded by taking out all of Iran's air defenses last October, which set the stage to what happened this past June.”
Brett McGurk Dec 8, 2025 ▶ 52:56 Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
Apr 6, 2026 bearish
Opinion
India Faces Severe Macro Pressures From AI Disruption and Energy Dependencies
“India right now is going through a very difficult period. It's got a double whammy now of being in the crosshairs of AI because of IT services and the huge part of their economy that that sector represents. It's got the risk that it's facing from the Iran war,…”
Bruce MacDonald Apr 6, 2026 ▶ 48:37 Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
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