Ziad Daoud Explains How War with Iran Will Reshape the Gulf | Odd Lots

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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 (https://www.bloomberg.com/news/articles/2026-04-10/gulf-airspace-disruptions-from-iran-war-hits-seychelles-tourism?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article) Bankers Start Weighing UAE Return Hours After US-Iran Ceasefire (https://www.bloomberg.com/news/articles/2026-04-08/bankers-start-weighing-uae-return-hours-after-us-iran-ceasefire?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article) Only http://Bloomberg.com (http://Bloomberg.com) subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots (https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast) Subscribe to the Odd Lots Newsletter (http://bloomberg.com/subscriptions/oddlots) Join the conversation: discord.gg/oddlots (https://discord.gg/oddlots) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets. Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts Check out more Odd Lots: https://youtube.com/playlist?list=PLe4PRejZgr0MuA6M0zkZyy-99-qc87wKV Get the Odd Lots newsletter via https://www.bloomberg.com/account/newsletters/oddlots And for all things Odd Lots, visit https://www.bloomberg.com/oddlots Visit our other YouTube channels: Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake #Bloomberg #Podcast #OddLots Visit us: https://www.bloomberg.com/podcasts Follow Bloomberg Podcasts on Twitter: https://twitter.com/podcasts For coverage on news, markets and more: http://www.bloomberg.com/video

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