Market Mondays MM #263: Iran vs Israel War Stocks, Oil Prices, What We Learned in China & Trump Plans ft Hakeem Jeffries
Jun 17, 2025
Hakeem Jeffries, House Minority Leader and a prominent political voice, joins the discussion on pressing geopolitical issues. They analyze how the ongoing Iran-Israel conflict is influencing oil prices and market trends. The conversation also touches on the tech rivalry between Microsoft and Apple, with insights into AMD’s stock surge. They delve into U.S. immigration policy and its economic repercussions, plus the challenges of political bipartisanship in today’s divisive landscape. Additionally, the impact of AI advancements and the future of investing are explored.
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Middle East Tensions Impact Oil
- The geopolitical tensions in the Middle East, especially involving Iran and Israel, pose a significant risk to global oil prices and the economy.
- Transport routes like the Strait of Hormuz are critical chokepoints that can drastically influence oil supply and prices.
Leverage AI for Risk Analysis
- Use AI and historical research to analyze the frequency and impact of geopolitical conflicts.
- This helps investors understand risks in volatile markets like oil commodities during crises.
Defense Tech Stocks Surge
- Defense technology companies like Palantir and Anduril are benefiting from ongoing geopolitical conflicts.
- These companies innovate in defense sectors neglected by traditional leaders, driving significant stock gains.