Dylan Jovine maps the two chessboards driving Iran China and global markets

Recorded on March 11 2026 Steve Yang sits down with Dylan Jovine for a wide-ranging macro conversation on why the current Iran conflict should not be viewed as an isolated event. Dylan argues there are two chessboards at work, a regional Middle East contest and a larger United States versus China struggle that shapes energy, trade, military pressure, and investor positioning. The discussion moves through the Strait of Hormuz, oil chokepoints, rare earth leverage, Taiwan war game scenarios, and why logistics still decide the balance of power. Dylan also explains why modern warfare is shifting toward speed, autonomous systems, and…