How to invest for the Iran War
Wall Street Unplugged - What's Really Moving These Markets
Frank Curzio
4.5 • 1.1K Ratings
🗓️ 4 March 2026
⏱️ 56 minutes
🔗️ Recording | iTunes | RSS
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| 0:00.0 | What's going out there? |
| 0:01.2 | It's Wednesday, March 4th. |
| 0:03.5 | I don't think of course. |
| 0:04.0 | It's the Wall Street on the podcast. |
| 0:04.9 | So I break that head on lines. |
| 0:06.0 | And, uh... |
| 0:07.0 | I'll tell you what's really moving these markets. |
| 0:14.1 | Deal, Creech. |
| 0:15.1 | What's going on, man? |
| 0:15.7 | How's everything? |
| 0:16.3 | I mean, not too much to talk about in the markets these days, huh? |
| 0:18.4 | Nope. |
| 0:18.8 | Nothing in markets. |
| 0:19.6 | Happy March. |
| 0:20.3 | March. March Madness will be here in a couple weeks. March Madness. I always relate this back to Frank Drebben from police squad when the building was blowing up in the background and the fireworks and he saw like a guy like launch out of the fireworks. He's like, there's nothing to see here, nothing to see here. The whole building and all the fireworks going off. Yeah, a lot going on. I think the most important story by far is that I saw is Canada, where sales of cannabis are flat year over year. I mean, nobody's drinking, no one's smoking, but what's going on? I don't know. |
| 0:54.3 | That shocks me. Year over year, they're flat? Year over year. Yeah, year over year. Adult sales, whatever that means. I don't know if they're tracking sales of kids, but they say adult sales. So of children. I don't know if maybe they have another stat out there, but I'm assuming that most people smoke our adults. But yeah, surprise. I think we need more people to drink and more people to smoke weed because everyone's angry all the time, we're processed and everything going on with the big topic, which we're going to dig in deep and tell you the best ways to play it in what's really going on in the markets and stuff that you probably not hear in the media because it's so political right now. But, you know, the war on Iran, right? So the Strait of Homer was closed right now. There's an area where 20% of the global oil market flows through, well, 5 million barrels of oil per day. We roughly, you know, it's about 100, it was 100 million barrels, right? Yeah, give or take it. We're rounding, yeah. And it's leading to a surge in oil prices. |
| 1:46.4 | We're all over 70 now, around 74. |
| 1:49.0 | Also, natural gas prices surging as one of the biggest facilities, the LNG facilities |
| 1:53.5 | in Qatar, which amounts to 20% of the global LNG supply was attacked. |
| 1:58.0 | It's offline. |
| 1:59.5 | 70% of the LNG from that facility flows into Asia. |
| 2:05.4 | So a lot of disruptions taking place. What do you want to start? What are your thoughts? Because I have a lot of |
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