Bits + Bips: What Happens to Markets Now That the U.S. Has Struck Iran?

Unchained

Laura Shin

News, Tech News, Business News

4.6 • 1.3K Ratings

🗓️ 2 March 2026

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

A former Clinton and Biden foreign policy advisor saw it before it happened. Now the question is what investors do next. Hours after this episode was recorded, the United States and Israel launched a coordinated military campaign against Iran, killing Ayatollah Ali Khamenei in what analysts are calling the most significant U.S.-Iran escalation in decades. Charles Myers, Founder and CEO of Signum Global Advisors and a former senior foreign policy advisor to Hillary Clinton and Joe Biden, had just sat down with Steven Ehrlich to discuss the geopolitical landscape and what it means for investors. What he said about Iran during that conversation is now raising serious questions about what comes next, and the investment implications are far from settled. In this episode, Myers also addresses whether the "sell America" trade is overdone, where oil is heading, the future of AI funding, and whether Bitcoin can actually function as a safe haven when the world is on fire. Hosts: ⁠Steven Ehrlich⁠, Host of Bits + Bips: The Interview Guests: ⁠Charles Myers, Founder and CEO, Signum Global Advisors Links: Iran strike / military action: US strikes Iran — https://www.cnn.com/world/live-news/israel-iran-attack-02-28-26-hnk-intl US-Iran nuclear talks — https://www.nbcnews.com/world/iran/us-iran-nuclear-talks-trump-military-buildup-attack-missiles-rcna260764 Largest US military buildup in the Middle East since the early 2000s — https://www.militarytimes.com/news/your-military/2026/02/26/us-military-assembles-largest-force-of-warships-aircraft-in-middle-east-in-decades/ Oil markets: Oil prices surge after Iran strike — https://www.cnbc.com/2026/02/28/iran-us-attack-oil-market-economy.html Trump’s energy strategy: targeting oil in the low $50s — https://www.axios.com/2026/02/28/us-iran-attack-energy-oil-prices Sell America / US safe haven: Global investors question US safe haven status — https://www.cnbc.com/2026/02/28/markets-brace-for-impact-following-us-military-strikes-against-iran.html The “Sell America” trade, explained — https://www.bloomberg.com/news/articles/2026-02-02/sell-america-trade-why-investors-are-questioning-us-assets Venezuela / Monroe Doctrine: Maduro government and the US oil deal — https://www.cnbc.com/2026/01/05/maduro-overthrow-could-pave-the-way-for-us-oil-companies-to-recover-venezuela-assets.html The return of the Monroe Doctrine under Trump — https://www.cfr.org/articles/oil-power-and-the-climate-stakes-of-the-u-s-move-in-venezuela OpenAI / AI: OpenAI raises $110 billion — https://www.cnbc.com/2026/02/27/open-ai-funding-round-amazon.html Stargate: OpenAI and SoftBank’s AI moonshot — https://openai.com/index/announcing-the-stargate-project/ Prediction Markets: Polymarket Iran strike odds — https://polymarket.com Insider trading on Polymarket: the Maduro bet — https://en.wikipedia.org/wiki/2026_United_States_strikes_in_Venezuela Stablecoins / GENIUS Act: The GENIUS Act and stablecoin regulation — https://www.gibsondunn.com/the-genius-act-a-new-era-of-stablecoin-regulation/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	All right.
0:01.0	Hi everyone.
0:02.0	Welcome to another episode of Bits and Bips, the interview.
0:05.2	My name is Steve Ehrlich, head of research at Sharplink and also your host.
0:09.5	And I've got a really exciting guest for you today.
0:12.1	We have Charles Myers, the founder and CEO of Cigna Global Advisors.
0:17.5	Charles is an experienced foreign policy executive.
0:20.5	He has a long bio, which I'll ask him to provide in a second, but he was a senior foreign policy
0:25.7	advisor to Hillary Clinton in 2016, Joe Biden in 2020, and he also has had a distinguished
0:32.8	banking career, among many things he was the vice chairman of the Investment Bank Evercore.
0:38.3	So welcome, Charles.
0:39.6	Great. Thanks for having me.
0:41.2	Yeah.
0:42.3	I've actually, as you know, I've been wanting to have you on the show for a little while now
0:45.9	because the intersection of geopolitics and the economy, it's always hard to ignore,
0:51.6	but I wanted to wait for a time that really made sense.
0:54.2	And with everything going on in the world today, both domestically in the U.S.
0:57.7	And then around the world, there were high-stakes diplomacy in Geneva yesterday related to Iran, stuff going on in Venezuela.
1:05.9	There's a summit in China next.
1:08.3	I think it's in April.
1:10.1	And just everything in the US again like this
1:12.8	seemed to be a perfect time to bring on someone with your your type of expertise so
	...

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