Brad Setser on the War in Iran and the Future of the US Dollar

2026-04-16 · 52 min · 14 entities

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→ appeared on Odd Lots podcast

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Brad Setser on the War in Iran and the Future of the US Dollar
→ discusses Business concept

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Feed category: Business
→ discusses News concept

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→ discusses Investing concept

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→ hosted by Bloomberg company

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Feed author/publisher: Bloomberg
→ discusses Business News concept

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evidence rules-v4
Feed category: Business News

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mentioned Business concept

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evidence rules-v4
Feed category: Business
mentioned Investing concept

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evidence rules-v4
Feed category: Investing
mentioned News Commentary concept

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evidence rules-v4
Feed category: News Commentary
mentioned Business News concept

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Feed category: Business News
mentioned the US Dollar concept

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the Future of the US Dollar
discusses Business concept

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evidence rules-v4
Feed category: Business
discusses News concept

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evidence rules-v4
Feed category: News
discusses Investing concept

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evidence rules-v4
Feed category: Investing
discusses News Commentary concept

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evidence rules-v4
Feed category: News Commentary
discusses Business News concept

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evidence rules-v4
Feed category: Business News

companys 2

mentioned Bloomberg company

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Feed author/publisher: Bloomberg
hosted by Bloomberg company

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evidence rules-v4
Feed author/publisher: Bloomberg

persons 1

mentioned Brad Setser person

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evidence rules-v4
Brad Setser on the War in Iran and the Future of the US Dollar

podcasts 1

appeared on Odd Lots podcast

0.63

evidence rules-v4
Brad Setser on the War in Iran and the Future of the US Dollar

Episode description as stored

It's possible that the war in Iran could reshape financial flows in significant ways. Perhaps the Gulf states will end up as less desirable places to do business. Perhaps Iran will have a tollbooth at the Strait of Hormuz. Perhaps this episode will accelerate the world's shift away from oil. It's impossible to say. But given the uncertainty, fresh questions are being raised about the existing financial world order, upon the top of which the US dollar sits. On this episode, we speak once again with Brad Setser, the Whitney Shepardson senior fellow at the Council on Foreign Relations. We discuss how the war is already creating new global imbalances, and the degree to which this episode parallels past energy shocks. We also talk about broader trends in reserve management, other factors driving financial flows, and the unique situation facing East Asia, which is seeing a surge in its energy import bills at the same time its making making a fortune selling chips for the AI boom. Read more: US Probes Suspicious Oil Trades Made Before Trump Pivots China’s $51 Trillion Savings Help Bonds to Outperform During War Only http://Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.