
Peter Middlebrook on Dubai as the New New York and the Return of the Golden Age
Is the Middle East entering a new golden age?
Loulou sits down with one of the most well-connected geopolitical economists working today for a structural read on the region recorded as the US-Iran 60-day MOU process opened, Strait of Hormuz traffic restarted, the IMEC corridor returned to the working-group table and Saudi Arabia pivoted NEOM capital into AI infrastructure. The episode is built to hold whether the ceasefire holds or slips: Middlebrook's read is 10 to 20 years out, not week to week.
Dr. Peter Middlebrook is the CEO of Geopolicity and has advised the World Bank, the European Union, the United Nations, the British Government, the Iraqi Prime Minister's office, and governments across the Middle East, Africa and Central Asia. He is the author of two new books in 2026: "How to Make Britain Great Again" and "Rich Student, Poor Student."
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Chapters:
1:43 The US-Iran ceasefire, the Hormuz reopening and the return to business
3:58 Why Dubai is a replacement for New York
9:40 Why the Gulf is no longer a single bloc
16:34 IMEC explained: Mumbai to Jebel Ali to Piraeus
19:02 MENA youth unemployment: NEET and the 30% problem
21:20 White-collar work, debt, social protection and the climax of capitalism
25:20 Hybrid governance: phones, governments and the Sixth Estate
33:48 Saudi's pivot from megaprojects to AI data centers
36:41 Why society itself has to change
41:16 China, state capitalism and the West losing the critical raw materials race
46:15 Albania appointed an AI minister: why the Gulf is next
47:10 Closing: a long-term investor's case for the Middle East
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Dr. Peter Middlebrook
Linkedin: https://www.linkedin.com/in/peter-middlebrook-14477018/
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