Trump vs. Iran: shock, oil and market chaos

Trump vs. Iran: shock, oil and market chaos

March 25, 2026 · 28 min

About this episode

The episode discusses the implications of war on the economy, particularly focusing on oil prices and inflation.

War is not just geopolitics. It is also a large-scale fiscal experiment. The only real question: who ends up making money? Trump says high oil prices are great for the U.S. The Fed may be less enthusiastic. Inflation, debt and the dollar are back in play—again.

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