Markets React to US-Iran Conflict

Real Vision: Finance & Investing

Real Vision

Business News, Business, Investing, News

4.1 • 1.1K Ratings

🗓️ 2 March 2026

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

Andreas Steno Larsen, founder and CEO of Steno Research, is back with his co-host, Mikkel Rosenvold, partner and head of geopolitics, to break down the latest news with the United States escalating military action against Iran. The guys evaluate the implications for oil, risk assets, and the broader macro regime. Binance is the world’s leading blockchain ecosystem, trusted by over 300M users in 100+ countries. It offers an unmatched portfolio of digital asset products such as trading, finance, Web3, payments, and more. 👉 Learn more at https://binance.onelink.me/y874/realvison2 Today’s sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you’re a seasoned trader in the Futures arena or brand new, Plus500’s user-friendly trading platform offers you the advanced tools, market insights, and quick execution you’ve been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:40.3	Hello all there. Welcome to Real Vision. Welcome to Macro Mondays after a very, very hectic weekend.
1:01.0	Geopolitics is back to destroying all your backs out there. Sorry about that, guys, but we're trying to wrap it all up this Monday.
1:08.8	My name is Miguel Rosemal, and I'm joined as usual by, as we try to make some sense of everything that's going on in the market reactions.
1:16.5	How are you doing this Monday, Andreas?
1:19.8	Everything is up in the air.
1:22.7	Let me put it like that.
1:23.6	We just had the ISM index released just 30 seconds ago, and it's roughly flat since a month ago,
1:31.0	but prices paid are up, and I guess it relates to what we see in the energy space, shipping space,
1:37.5	not least, and therefore it ties very well into what happened over the weekend, of course, as well.
1:43.3	So I guess we'll spend most of the time today in trying to assess what's ahead in Iran.
1:50.2	But there is also a lot of stuff ongoing in technology and elsewhere and the back of space,
1:55.1	even though everyone's obviously focused on the Middle East for good reasons.
1:59.5	Absolutely. We'll try and get scared around at all.
2:02.4	I'm sure most of you guys listening to this will have been monitoring the situation, I should
	...

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