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Prof G Markets

War With Iran: Why Oil Didn’t Spike As Expected

Prof G Markets

Prof G Media & Vox Media

Business, Investing, Entrepreneurship

4.31.4K Ratings

🗓️ 3 March 2026

⏱️ 33 minutes

🧾️ Download transcript

Summary

Ed Elson breaks down how the war with Iran is impacting oil and energy with Matt Smith. Then he discusses OpenAI’s latest funding round and the escalating tension between Anthropic and the Pentagon with Alex Heath. Finally, Ed explains how he thinks the Iran war will impact investors.  Matt Smith is an oil analyst at Kpler. Alex Heath is the author of The Sources newsletter and co-host of the Access podcast.  Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on InstagramSend us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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1:12.6

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...

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