War With Iran Is Rewriting Global Markets

Key Takeaways

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  Geopolitical risk re-pricing - The escalating conflict with Iran is fundamentally altering global capital flows as investors move away from volatile regions toward safer jurisdictions.

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  AI narrative evolution - Insights from SXSW suggest AI leaders are pivoting their messaging from broad potential to the specific, hard infrastructure required for the next phase of growth.

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  Investment strategy overhaul - Traditional market models are being discarded in favor of strategies that prioritize national resilience and energy independence in a fractured world.

Episode Description

Live from SXSW, Scott Galloway and Ed Elson break down how the war with Iran is reshaping investment strategies and what it signals for global capital flows. They also discuss what market movements are revealing about which countries are best positioned in a more volatile world. Finally, they examine how AI leaders are talking about the technology, and what that says about where it’s headed next. Subscribe to the Prof G Markets newsletter  Order "Notes on Being a Man," out now Note: We may earn revenue from some of the links we provide. Subscribe to No Mercy / No Malice Follow the podcast across socials @profgmarkets Follow Scott on Instagram Follow Ed on Instagram, X and Substack Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices