diagnosis
He warns that markets underreact initially and then overcorrect; sustained Strait disruption is treated as materially worse than typical energy-price shocks because it hits production machinery itself.
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Markets
He warns that markets underreact initially and then overcorrect; sustained Strait disruption is treated as materially worse than typical energy-price shocks because it hits production machinery itself.
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Timestamped Evidence
Transcript
"...monumental shock to the production system of the entire planet. The markets so far have been remarkably resilient, given how stressed this has all..."
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Transcript
"So this is going to be a financial crisis caused by damage to the production system, which is the opposite of the usual situation...."
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Relevant Lectures And Readings
Reading
Jiang reframes Hormuz disruption as a production-system collapse and argues that escalation incentives make the Iran conflict a political-economic choke point beyond price shocks.
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