Executive Summary of the Interview (26 minutes)
This interview features Danny from CapitalCosm speaking with Eric Yeung about how the Middle East conflict—particularly involving Iran—could reshape global commodity markets, especially oil, gold, silver, and base metals. Yeung outlines a multi-phase framework explaining why precious metals may not immediately surge despite geopolitical turmoil. Instead, he argues the market may move through several complex stages driven by oil supply disruptions, currency flows, and industrial supply chain effects.
