Ziad Daoud Explains How War with Iran Will Reshape the Gulf
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 13 April 2026
⏱️ 48 minutes
🧾️ Download transcript
Summary
Regardless of whether the war with Iran continues, it seems likely to have a lasting impact on the Gulf states. They may have to rebuild damaged pipelines and other infrastructure, or create new ones that bypass the Strait of Hormuz. They might have to spend more money on their own defense, or intensify a push to diversify their economies away from oil. New political alliances may be formed, and old ones could fall apart. In this episode, we bring back Ziad Daoud, chief emerging markets economist at Bloomberg Economics, to discuss the many ways the war could impact the region for years to come.
Read more:
Gulf Airspace Disruptions From Iran War Hits Seychelles Tourism
Bankers Start Weighing UAE Return Hours After US-Iran Ceasefire
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Transcript
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| 0:00.0 | Thanks for listening to Odd Lots. |
| 0:01.9 | Follow the show on Amazon Music for more future episodes or just ask. |
| 0:06.1 | Alexa, play the Odd Lots podcast on Amazon Music. |
| 0:12.2 | Bloomberg Audio Studios. |
| 0:14.7 | Podcasts Radio News. |
| 0:17.1 | Music. News. |
| 0:32.1 | Hello and welcome to another episode of the Odd Thoughts podcast. I'm Tracy Allaway. |
| 0:33.5 | And I'm Joe Wisenthall. |
| 0:36.1 | Joe, it is currently April 10th. |
| 0:36.6 | That's right. |
| 0:38.6 | It's a Friday. It's a beautiful Friday outside. |
| 0:46.7 | We always say when we're recording things nowadays because we never know what's going to change in the next hour or day or week. |
| 0:56.4 | But at the moment, there is some sort of ceasefire. Yes. Between the U.S. and Iran, Israel is rather more uncertain at the moment. |
| 1:00.9 | But it seems that whatever happens in the short term with this particular conflict, |
| 1:07.6 | that the region, the Gulf region and the Middle East, has already been vastly, vastly changed. |
| 1:08.0 | Yeah. |
| 1:12.8 | It seems almost certain of that in many different dimensions. I mean, |
| 1:17.1 | look, you know, first of all, there's just been the literal physical damage. You can have a ceasefire, |
| 1:23.4 | but there's going to be energy and time to get expended, et cetera. Then, of course, and we already have done an episode, for example, about Dubai real estate in particular or Dubai in particular, |
| 1:29.8 | and the question of, like, here is this country that was perceived. |
| 1:33.5 | Really, by people around the world is maybe one of the most stable places that you could live, |
| 1:38.1 | and obviously some of that is being called into question. |
... |
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