Hot Takes Happy Hour with Dany and Elise

Thanks all, and your patience appreciated. This war is complicated, and we try to break down some of the issues, and game out the ending. Part of the problem for both of us (and indeed, all of us), is that the President of the United States appears to have a variety of scenarios in mind. Are we out? Staying the course? Regime change? Are oil prices the deciding factor? What about the nukes? Good questions all. Check out our conversation, and the much promised 🎶 shownotes below.

SHOWNOTES

• WTH: No, we’re not losing to Iran

• Reading the Enemy

• WTH Extra! Defining Victory in Iran. Dany and Marc Discuss.

• What is the definition of victory in Iran? There are three.

• Slain Iranian Official’s Sons Hold $29M in Dubai Property Using Assumed Names

• Joint statement from the leaders of the United Kingdom, France, Germany, Italy, the Netherlands, Japan, Canada and others on the Strait of Hormuz: 19 March 2026

• And a nice map I promised to visualize what’s going on: