Episode
Kontrarian Korner #93 - Dexter White
- Podcast
- Kontrarian Korner
- Published
- Apr 8, 2026
- Duration seconds
- 5895
- Processing state
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Summary
Yesterday I had Dexter White on the podcast as the perfect follow up to Tom Luongo on Monday. This was before the ceasefire, so we will see how that plays out and how markets react. We talked about the Strait of Hormuz and other international choke points, some of the nuances of AI and the media environment, and the national security importance of the great power competition with China. For anyone interested in a look at some of the most important topics facing the US right now, this one is worth a listen. You can find Dexter on Twitter and at Gold Goats n’ Guns . Podcast Summary * The situation with the Strait of Hormuz, what it means for the US, and the various supply chains that are impacted by it. * The nuances that are involved with the situation in Iran, and the lack of second and third order thinking from different media personalities. * The legal problems facing Netanyahu, and why Israel has influence, but they aren’t the only driving force behind the recent operations in Iran. * Why the US approach to China’s access to energy is a matter of national security. * The different islands in play in the Strait of Hormuz, from Qeshm and other islands in the narrowest part of the channel, and why he wouldn’t be surprised to see US Marines taking Qeshm, Hormuz, Larac, and the other small islands. * The importance of Kharg Island farther north, and why the US has to cut off the flow to reorder the political situation in Iran. * Why the US is targeting different international choke points, and how other countries have benefited from our role as guarantor of global shipping lanes. * The AI spending and the brute force approach of the LLM models that make it more power and data hungry than they need to be. * Why we won’t get AGI until you start working with neural tissue c…