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The creator discusses how current geopolitical events, specifically the conflict in Iran and its impact on...

Jul 14, 2026

The creator discusses how current geopolitical events, specifically the conflict in Iran and its impact on oil supply, are not being fully reflected in stock market prices. They highlight the drawdown in US strategic petroleum reserves and rising inflation, suggesting a potential for economic slowdown and increased interest rates, which could negatively impact the broader economy and stock market.

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The S&P 500 is only 2% from its all-time highs despite significant geopolitical and economic concerns.

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