DEBATES
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Hormuz: Fertilizer Crisis
Even in a best case scenario where shipping lanes reopen immediately, Santiago Capital’s Brent Johnson says the damage is already embedded in the system. “If everything opens tomorrow in the strait and goes back 100% to normal, there’s a five to six week open spot where ships are not arriving where they typically arrived.” The warning came during last night’s ZH deep dive into a potential fertilizer and farming crisis, with possible Arab Spring-level disruptions in the Third World, but as Johnson said “the U.S. is not immune”.
Iran War
Joining the discussion: Curt Mills, executive director of The American Conservative, the magazine founded by Pat Buchanan and a prominent voice for the original America First right. Max Abrahms, Northeastern University professor and widely cited scholar on terrorism and international security.
Cato Vs Heritage On Immigration
In last night’s ZeroHedge immigration debate, Simon Hankinson of the Heritage Foundation and David Bier of the Cato Institute offered sharply different policy prescriptions on the border, ICE, and H1B visas. A proponent of net subzero immigration, Hankinson emphasized national cohesion and first-world culture while warning against treating people as interchangeable labor inputs. Bier, by contrast, defended the increasingly unpopular position of loosening immigration restrictions to allow a freer flow of individuals across the border.
Oil Price: Bull vs Bear
Oil stocks seem to be the only cheap equities on the market, but does that mean they are going higher? Join ZeroHedge for an actionable deep dive into everything affecting the oil market, moderated by former energy trader and macro-podcaster Erik Townsend.
Sovereign Debt Crisis
ZeroHedge and George Gammon (of the Rebel Capitalist show) are hosting a debate over America’s mounting public debt - which now sits at over $38 trillion - and what to do about it. Our debaters bring two sharply opposing solutions, while Gammon, a self-described anti-government capitalist, moderates this high-stakes debate over how (or whether) the U.S. can navigate its way through record public debt.
Economic Nationalism
On September 19, President Trump issued a proclamation imposing a $100,000 one-time fee on new H-1B visa petitions. He’s also pressing for equity stakes for the federal government in strategic U.S. firms—such as a reported bid for up to 10% ownership of Lithium Americas tied to its DOE loan deals. And the administration already holds stakes in Intel, MP Materials, and others, shifting grants and subsidies toward direct ownership. The moves have brought an ideological divide on the right to the surface. Namely between the libertarians, capitalists, “free market” guys and MAGA, nationalist, America First camps.