

Middle Ease Tensions Have Markets in Wait-and-See Mode
Oct 2, 2024
Aaron David Miller, a senior fellow at the Carnegie Endowment for International Peace, joins Dan Peris, Ed Mills, and Stephanie Roth to discuss the volatile Middle East landscape. They analyze the Iran-Israel military tensions and their potential impact on U.S. diplomacy. The group also delves into the complexities of stock buybacks, critiquing their effectiveness and discussing political dynamics ahead of elections. Additionally, insights on the labor market and improving financial conditions for lower-end consumers reveal a nuanced picture of the economy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 2min
Escalation: Iran-Israel Military Dynamics
02:10 • 6min
Exploring Stock Buybacks and Financial Insights
08:04 • 2min
Stock Buybacks and Political Dynamics
09:44 • 15min
Implications of Salt Tax and Insights on AI Value
24:23 • 2min
Navigating the Labor Market Landscape
26:11 • 4min
Improving Prospects for Lower-End Consumers
29:45 • 2min