Odd Lots Lots More on the Protests and Financial Crisis in Iran
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Jan 16, 2026 
Maciej Wojtal, founder and CIO of Amtelon Capital, offers a unique perspective on Iran's current civil unrest and financial crisis. He discusses the challenges of gathering accurate information due to severe internet blackouts. Wojtal explains that this wave of protests is fueled by economic collapse and deep-rooted grievances, highlighting the diverse demographics involved. He provides insights into the stock market's unpredictable behavior and assesses the potential for significant political change amidst ongoing turmoil.
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Information Blackout Hides Reality
- Iran is currently an information black hole because of government internet shutdowns and limited outgoing landline calls.
- This blackout makes it extremely hard for outsiders to verify even basic facts like stock market status.
Team Dispersed To Safer Towns
- Maciej's Tehran analysts left the capital for their hometowns as protests intensified and last reported being in safe locations.
- The fund maintains contact but hears from them only intermittently due to disruptions.
Younger Demographics Raise Stakes
- This round of protests feels different due to demographics and broader grievances among educated youth.
- A larger, younger, more connected population makes protests more intense and widespread.