DEAL in IRAN & Kevin O'Leary's Data Center Backlash | ZFS 65
About this episode
The episode discusses the complexities of the Iran situation and its impact on global markets, particularly focusing on crude oil and fertilizer supply.
Send us Fan Mail Everyone keeps saying the Iran situation is “cooling off” and the Strait of Hormuz is about to “open back up.” But when you actually look at the data, it doesn’t match the headline. We start with a Chevron CEO warning about real supply stress showing up overseas, then we walk through the market moves around the so called ceasefire and the “deal” rumors. We track the Strait live, look at crude, urea fertilizer, and the 10 year, and then get into the weirdest part: huge crude o...
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