The team at Ten31 is very high signal. I can confirm that John Arnold is, by my standards, a very smart guy. Highly recommend tuning in to this content and keeping an eye on Ten31's investment activity.
The idea that US involvement in Iran and Venezuela is related to Chinese oil supply is logical, but I'm still trying to make sense of it in the context of McNair's perspective that Venezuela was not about drugs and oil, but about underwater drones. Perhaps both can be true.