War's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 21 May 2026
⏱️ 44 minutes
🧾️ Download transcript
Summary
Global companies are already sitting on a $25 billion bill from the Iran war, and the meter keeps running as supply chains, energy costs, and shipping routes remain disrupted. We look at which industries are absorbing the biggest losses and what forward-looking investors need to watch in upcoming earnings reports.
Today's Stocks & Topics: Coeur Mining, Inc. (CDE), Market Wrap, State of the U.S. Economy, War's $25 Billion Tab: How the Iran Conflict Is Hitting Corporate Earnings, JPMorgan Chase & Co. (JPM), Palantir Technologies Inc. (PLTR), POET Technologies Inc. (POET), Grab Holdings Limited (GRAB), Productivity.
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Transcript
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| 0:00.0 | This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time. |
| 0:11.1 | Here's your host, Justin Klein. |
| 0:16.4 | Good afternoon, fellow investors, and welcome back to Investorck. |
| 0:22.9 | This is our Wednesday, May 20th, |
| 0:29.7 | 2026 edition of InvestTalk. I'm excited for this hour with you to unpack what's going down in the market. There's a lot to unpack, a lot to discuss. Our main focus point is very interesting today because the war in Iran and the closure of the traits where moose has certainly upended a lot of what's happening in supply chains around the world. |
| 0:50.2 | The question is, what's the ultimate impact? |
| 0:53.8 | We're starting to reveal that, or these companies are. |
| 0:58.4 | And we'll dig into that and much, much more on this hour. |
| 1:01.9 | And this hour will be dedicated to that and answering your finance and investment questions. |
| 1:06.1 | So that's what we are here to do. |
| 1:07.6 | We're here to give you data in context so that you can bring it back to your own |
| 1:11.6 | personal situation and make better decisions with your money. That's what this hour is always |
| 1:16.5 | about. So when you're ready, don't be afraid to pick up the phone. Now, as you know, we wrapped up |
| 1:23.8 | our latest and best talk wealth webinar on May 6th. The topic was inflation. |
| 1:29.3 | We thank you all for participating. |
| 1:36.0 | And you can check it for free over on the InvestTalk YouTube channel right now. |
| 1:39.9 | Now, in just a bit, we'll talk about today's market performance and run down the show topics. But first, let's tackle this caller question now. |
| 1:43.4 | Hi, Justin and Luke. |
| 1:44.0 | I'm calling today about ticker C-D-E-C-D-R-Der mining. |
| 1:48.0 | I'm thinking there might be a silver rally coming up, |
| 1:51.6 | and I was wondering if you think this is a good position to hold on to. |
| 1:55.1 | Appreciate your time. |
... |
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