Prof G Markets Oil Falls on Israel-Iran De-Escalation, Tesla Rolls Out the Robotaxi, & Trump Media’s Buyback Grift
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Jun 24, 2025 The discussion dives into the intriguing dynamics between the U.S. and Iran, revealing unexpected oil price stability amid tensions. Next, Tesla's launch of its robotaxi service sparks debate on its real-world implications and the hurdles it faces. Finally, the talk shifts to Trump Media’s controversial $400 million share buyback plan, questioning whether it's a savvy financial move or merely ironic given the company's struggles.
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Markets Signal Limited Middle East Risk
- Markets expect no broad war escalation despite US-Iran-Israel conflict flare-up.
- Oil prices dropped sharply, indicating a smaller perceived risk to energy supply.
Energy Impact Reduced by Target Choice
- Iran targeted military bases, not energy infrastructure, lowering immediate energy supply concerns.
- Market cut the geopolitical risk premium but kept non-zero probability of escalation.
Trust Markets Over Media Noise
- Ignore sensational social media and pundits on Middle East conflict.
- Trust market signals for a realistic assessment of war escalation risk.