What Wall Street Got Wrong About Iran
Summary
Host Ed Elson discusses the collapse of the US-Iran ceasefire with Brian Katulis, analyzing how escalating military strikes and Strait of Hormuz disruptions are driving oil prices and inflation fears. The episode then examines Meta’s mounting legal liabilities, comparing its lawsuits over teen mental health harms to the Big Tobacco era with guest Casey Mock. Elson concludes that geopolitical instability and regulatory risks remain underpriced by markets, signaling continued economic headwinds.
Topics discussed
Intro and Advertisements
Market Vitals: S&P, Dow, Nasdaq, and Oil
US-Iran Ceasefire Collapse and Escalation
Interview: Geopolitical Risks and Oil Markets with Brian Katulis
Mid-Roll Advertisements
Meta Lawsuits: The $1.4 Trillion Penalty
Interview: Meta's Legal Troubles and Big Tobacco Comparison with Casey Mock
Outro: Inflation Outlook and Iran Conflict Analysis
Credits and Closing Advertisements
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