Today's episode dissects the paradox at the heart of the Iran conflict – actively preserving oil flows to fund a future government while simultaneously conducting airstrikes. We explore the implications for global markets, from a contrarian investing lens to the critical infrastructure constraints underlying the AI boom and the fragile resilience of credit markets.

Explore the full visual digest at pers-int.com

0:00 - Introduction
1:00 - Iran Conflict & Oil Market Shocks
7:53 - Contrarian Investing: Value Opportunities in Global Uncertainty
13:29 - AI Investment Bubble: Compute Power & Valuation Reality
18:14 - Financial Market Resilience: Credit & Macroeconomic Outlook
23:00 - Conclusion

Referenced sources:
How Legendary Resource Investor Rick Rule is Investing for a 10-Year Bull Market (Monetary Matters with Jack Farley)
Drinks With Real Vision Andreas Steno & Mikkel Rosenvold (Real Vision: Finance & Investing)

This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.