Episode
Is The War Over?
- Podcast
- The Jacob Shapiro Podcast
- Published
- Jul 2, 2026
- Duration seconds
- 3561
- Processing state
not_requested- Canonical source
- https://jacobshapiro.com/podcasts/is-the-war-over
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Summary
Hamidreza Azizi joins the show once more to ask a deceptively simple question: is the war over? Azizi argues the Memorandum of Understanding (MOU) is deliberately vague and fully reversible - sanctions relief hinges on a phone call, the $300 billion investment fund is unfunded, and both Iran and the US are already renegotiating its terms through actions, not words. They dig into Iran's Strait of Hormuz fee gambit, China's calculated non-intervention, Turkey's regional rise, and 80% inflation battering Iran domestically. Azizi's verdict: Iran emerges more resilient, not more powerful, and... you'll have to listen to get the rest! -- Timestamps: (00:00) - Welcome and Guest Intro (00:49) - Book Timing and Relevance (03:49) - Is the War Over (05:23) - Iranian View of Ongoing War (11:23) - MOU Favorable to Iran (12:56) - MOU Details and Reversibility (18:48) - Strait of Hormuz Fee Debate (21:05) - Iran Strategy and Leverage Clock (27:57) - Regional Order in Transition (35:46) - China and Great Power Dynamics (42:46) - Turkey and Israel Threat Perception (46:10) - Iran Domestic Fallout and 60 Day Outlook -- Referenced in the Show: Hamidreza's Substack - https://www.irananalytica.org/ Hamidreza on X - https://x.com/HamidRezaAz -- Jacob Shapiro Site: jacobshapiro.com Jacob Shapiro LinkedIn: linkedin.com/in/jacob-l-s-a9337416 Jacob Twitter: x.com/JacobShap Jacob Shapiro Substack: jashap.substack.com/subscribe -- The Jacob Shapiro Show is produced and edited by Audiographies LLC. More information at audiographies.com -- Jacob Shapiro is a speaker, consultant, author, and researcher covering global politics and affairs, economics, markets, technology, history, and culture. He speaks to audiences of all sizes around the world, helps global multinationals make strategic decisions a…