Iran Memo's Impact on Energy Prices and Markets
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 6 May 2026
⏱️ 30 minutes
🧾️ Download transcript
Summary
The latest in finance, economics and investment.
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyWednesday, May 6, 2026
Featuring:
1) Paul Eitelman, Global Chief Investment Strategist at Russell Investments, talks about why the markets still have a solid foundation to absorb the impact of the Iran war, and where markets could go if the war were to soon end.
2) Jonathan Maxwell, founder at Sustainable Development Capital, joins to discuss the impact of the Iran war one-page memorandum on oil and energy prices and what an end to the war could do for energy prices.
3) Laura Rippy, Managing Partner at Alumni Ventures, on the mega IPO pipeline this year, including SpaceX and the major AI LLM's, as well as investing in the Space economy.
4) Manish Jain, CEO of Mezzi, discusses the development of his AI wealth management platform and why its findings show AI - not the war or Fed - remains the primary driver of markets.
See omnystudio.com/listener for privacy information.
Transcript
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| 0:00.0 | When the rest of the markets slow down, the futures market keeps moving. |
| 0:04.9 | Did you know that CME Group S&P 500 and NASDAQ 100 futures trade nearly 24 hours with great liquidity? |
| 0:12.0 | In the ETF markets, volume and liquidity lessens after 4pm until the next morning. |
| 0:17.1 | But with futures, you get trading opportunities both day and night. |
| 0:21.1 | Learn more at CMEgroup.com slash equity futures. |
| 0:26.8 | Some follow the noise. |
| 0:29.3 | Bloomberg follows the money. |
| 0:31.5 | Because behind every headline is a bottom line. |
| 0:35.3 | Whether it's the funds fueling AI or crypto's trillion dollar swings, |
| 0:40.0 | there's a money side to every story. And when you see the money side, you understand what others miss. |
| 0:46.9 | Get the money side of the story. Subscribe now at Bloomberg.com. |
| 0:58.1 | Bloomberg Audio Studios Podcasts Radio News. |
| 1:05.8 | This is the Bloomberg Surveillance Podcasts. |
| 1:09.2 | Catch us live weekdays at 7 a.m. Eastern on Apple CarPlay or Android Auto with the Bloomberg |
| 1:14.8 | business app. Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 1:20.9 | Paul Eiderman, Global Chief Investment Strategist at Russell Investment's joins us here in studio. |
| 1:25.4 | Paul, thanks so much for joining us. What's the conversation you're having with your clients these days about, boy, we get into a war |
| 1:32.4 | eight or nine weeks ago, the stock market declines 10% that seems reasonable. But then, boy, |
| 1:37.1 | we snap back and now we're hitting all-time highs. How are you kind of putting that in context for |
| 1:41.6 | your clients? Well, our clients definitely want to be informed about these issues, but we kind of level set on a couple of factors. |
| 1:48.0 | Number one, the US economy in particular, not as exposed to oil shocks as it was back in the 1970s. |
| 1:56.0 | The wallet share that consumers spend on energy products has declined about in half. |
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