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Podcast: The Dividend Cafe
Episode: Iran, Oil, and Markets
Description: Today's Post - https://bahnsen.co/46HCMXH
From Nashville, Dividend Cafe host David Bahnsen discusses investor implications of the U.S. military operation that began in Iran, emphasizing the discomfort of analyzing markets amid potential casualties. He notes the Dow is down about 3% on the week but highlights extreme intraday volatility as a sign of uncertainty rather than news-driven moves. Bahnsen argues the key market driver is oil: WTI has surged into the 90s, up over 32% in a week, while futures show backwardation implying a temporary shock. He cites knock-on effects including higher shipping costs, sidelined container...