Anthony Scaramucci
👤 SpeakerAppearances Over Time
Podcast Appearances
No one's letting me near any buttons, Katty.
Okay.
Ask my wife, I'm not allowed near any buttons, not even the ignition.
Not even allowed to the ignition to my car, but we're in the situation room.
We're in the TripUS situation room and I'm going to posit something and then I need you now to make the decisions.
Okay, ready?
So, we are sitting here, Iran attacked Israel, Israel attacked Iran, that's this morning's news, and then Iran announces that they're done attacking Israel, right?
Saw that.
Okay, so now I am going to posit to you that there's a 50 to 55% chance that we have a limp along deal where we get to a perpetually fragile non-war.
It's sort of like a MOU, frozen transactional relationship where they go for 60 days without fighting.
I'm going to now say to you three things.
You tell me if you agree with any of them because I was working on this this morning.
Iran, everybody that I talked to on Wall Street, all the analysts in the Middle East that I'm close to, they are economically battered.
They definitely need to sell oil.
Okay, so they cannot afford a real war at this point if they're just gonna be honest with everybody.
Trump also needs oil to be under $100, okay?
He's gotta get this inflation down before the midterms and they're feeling the pinch.
So for those two reasons, I do think
We are in a quagmire, but we're in sort of a stalemate, which could reduce prices.
But here's the spoiler, Cady, and here's the question.