Iran War, Oil Shock, Off Ramps, AI's Revenue Explosion and PR Nightmare
In this All-In Podcast segment, the hosts discuss the Iran war through a market and macro lens, focusing on Brent crude volatility, inflation forecasts, and the risk of broader escalation. They debate whether the conflict will remain a limited, short-duration campaign or turn into a prolonged quagmire, and why an off-ramp matters for markets and geopolitics. The conversation also briefly touches on State of the Union politics and the rollout of Trump accounts for kids.