Leaving the Iran conflict midway is a strategic disaster for global powers because Iran controls Hormuz and will proliferate weapons.

Iran's control of the Strait of Hormuz gives it permanent leverage over global energy flows, and without decisive action, they will continue nuclear and missile development.

A blockade alone won't achieve regime surrender; it's a game of chicken that Iran will eventually win because they can endure economic suffering.

Historical examples like Zimbabwe show economic sanctions take decades to work, and Iran has higher tolerance for economic pain than Western democracies have patience.

Without restarting full military action (bombing infrastructure, targeting leadership, taking Hormuz), the half-baked escalation creates the worst outcome: higher oil prices, falling stock markets, higher bond yields, falling confidence, slower growth, and persistent inflation without achieving strategic goals.

The speaker explicitly links the geopolitical failure to direct market consequences: 'you still have higher oil prices, going to have stock markets falling, bond yields higher. Consumer business confidence falling. More growth slowdown globally. More higher inflation for longer.'