The Iran War’s Oil Shock — How Bad Could It Get?

Key Takeaways

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  Oil Market Volatility Geopolitical tensions in Iran are driving extreme price swings as traders balance the fear of supply-chain disruptions against the reality of current output levels.

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  Antitrust Enforcement The DOJ’s focus on the Live Nation and Ticketmaster settlement highlights an aggressive regulatory push to dismantle vertical monopolies in the entertainment industry.

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  Geopolitical Risk Pricing While energy markets are reacting sharply to Middle Eastern conflict, broader equity markets are maintaining resilience by compartmentalizing regional war risks.

Episode Description

Ed Elson speaks with Semafor’s Mohammed Sergie about the wild price swings in the oil market, and what they tell us about the war in Iran. Then he discusses the Live Nation/Ticketmaster anti-trust settlement with Jonathan Kanter. Finally, Ed gives his take on how the markets are reacting to the latest news from Iran.  Mohammed Sergie is the Editor at Semafor Gulf. Jonathan Kanter is the Former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice. 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