Roberto Rios returns to The Initiation. Formerly known as Peruvian Bull, Roberto is a macro analyst and author of The Dollar Endgame, known for his deep work on global liquidity, sovereign debt dynamics, and the long arc of monetary transitions.
In this conversation, we explore the unfolding Iran war as a potential catalyst in a much larger systemic shift - from geopolitics and energy markets to the fragility of the global financial system. What begins as a military conflict quickly reveals itself as something deeper: a stress test of the petrodollar, the s...