This Past Weekend w/ Theo Von

#675 - Professor Jiang

with Professor Jiang
14 Aug 2026 5 min read 1h 20m

Professor Jiang argues the U.S.-Iran war is escalating along a predictable 'escalation ladder' — from the failed February 28th decapitation strike that killed Ayatollah Khamenei, to a naval blockade strangling Iranian oil exports to China, toward potential strikes on Iranian power plants. He warns that Iran's proxies — Hezbollah, the Houthis, and Iraqi Shia militias — can collectively choke off the Strait of Hormuz, the Bab el-Mandeb, and the Suez Canal, threatening 20%+ of global oil supply and triggering cascading economic collapse across Asia, Africa, and Europe.

Professor Jiang
“The best case scenario is that becomes um uh America's Vietnam. But I think the problem is that this war is expanding very rapidly.”
Professor Jiang responding to Theo asking whether the Iran war could become America's new Vietnam.
▶ 4:51
Professor Jiang
“Imagine Saudi Arabia as just this huge oil field. All I have to do is take a match, light it on fire, and then everything blows up. And Iran can do that with its drone and ballistic missile uh capabilities.”
Professor Jiang explaining how Iran can hold the entire Middle East energy infrastructure hostage.
▶ 11:37
Professor Jiang
“We can help you because we have all these friends in the United States and we can arrange visas for your kids to go study at elite universities. We can ensure that they get good jobs.”
Professor Jiang describing how Mossad exerts influence over Middle Eastern leaders through soft leverage rather than overt blackmail.
▶ 16:53
Professor Jiang
“The Iranians have been under sections for the past uh 30 years. So they are used to being poor. So therefore, the Iranians are much more able to bear pain than the American.”
Professor Jiang explaining why the U.S. naval blockade strangling Iranian oil exports failed to collapse the Iranian government.
▶ 26:18
Professor Jiang
“The real fear is that um the Americans will be under so much pressure that they use tact tactical nuclear weapons against Iran. And then we could be looking at nuclear war and civilizational collapse.”
Professor Jiang describing the top of the escalation ladder if the Iran war continues to intensify.
▶ 29:10
Professor Jiang is a high school teacher, geopolitics expert, and YouTuber behind the channel Predictive History, where he uses game theory to explain global events and forecast geopolitical outcomes. He gained online attention for accurately predicting Donald Trump's 2024 election win and a subsequent U.S. war with Iran. His approach involves modeling world powers as rational players in a strategic game, allowing him to make testable predictions about conflicts and alliances.
1
Three choke points could cut global oil by 27% Iran's proxies — Hezbollah in Lebanon, Houthis in Yemen, and Shia militias in Iraq — control or threaten the Strait of Hormuz (20% of global oil), the Bab el-Mandeb Strait (7%), and the Suez Canal. If all three close simultaneously, the global economy faces cascading collapse across Asia, Africa, and Europe.
2
Escalation ladder predicts Iran war trajectory Professor Jiang lays out a step-by-step escalation model: the U.S. first tried a decapitation strike killing Ayatollah Khamenei on February 28th, then a naval blockade on Iranian oil to China, and next likely targeting Iranian power plants to deny electricity. Each failed step pushes both sides up the ladder toward more destructive options.
3
Ukraine may intentionally merge its war with Iran's Professor Jiang argues Zelensky is strategically using Ukrainian drones to attack Iranian cargo ships on the Caspian Sea, hoping to force the U.S. to intervene in both conflicts simultaneously. A Ukrainian drone already hit an Iranian ship transporting Russian supplies, and Ukraine issued an apology — but the game theory incentive to escalate remains.