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Justin Wolfers

Appeared on:Prof G Markets
1 episodes Β· Page 1/1
MAR 24, 2026Vox Media Podcast Network

$1T Moved on Iran β€œTalks” β€” Did They Even Happen?

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    Geopolitical rhetoric is driving massive, unsubstantiated market swings - the $1 trillion rally based on unconfirmed 'talks' with Iran highlights a market environment that is hypersensitive to political signaling over hard data.

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    OpenAI is narrowing its scope to protect its core competitive moat - the company is shuttering peripheral projects and restructuring to focus exclusively on its fundamental LLM business and commercial scaling.

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    Emotional discipline is the only effective hedge against war-driven volatility - investors are encouraged to ignore the noise of high-frequency news cycles and stick to long-term frameworks during periods of extreme diplomatic uncertainty.