Rodney and Gabe are joined by lender Jacob Chapman for some discussion around NPV and better understanding what Jacob on the banking side really digs into before underwriting a loan.

Some technical difficulties on this one so it's a bit more edited than normal

If you're interested in our take on Iran and current markets the TL;DR is Rodney and Gabe remain wary but hopeful.  How can the duo hold both views at the same time?  They're human, contain multitudes and may in fact contradict themselves from time to time.