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Ed Elson

๐Ÿ‘ค Speaker
8888 total appearances

Appearances Over Time

Podcast Appearances

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

But, John, would you...

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

take issue with my mind going in that direction.

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

This brings up a point that I'd be interested to hear your answer to, John, because, I mean, we have spent pretty much our entire lives over the past week basically just looking at what this guy in the White House says on social media.

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

And it seems like that's

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

It seems like we have to.

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

I mean, if you want to understand what is going to happen, I mean, it seems as though you kind of have to be very plugged into how the president is talking about what's happening in Iran and what he's putting out on social media, because that's how he communicates.

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

And I'd just be interested, as a wealth manager, as an investor,

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

Is that something that you're focusing on?

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

And if so, to what extent?

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

How frequently and how seriously must you take the president's tweets when it comes to, say, bombing Iran?

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

Yeah, I'm starting to believe that most of us, as investors at least, would actually be better.

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

If you had a choice between listen to everything that the president says versus listen to none of it, as an investor, I might actually choose the latter at this point.

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

100%.

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

Just before we end here, John mentioned opportunities.

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

I'd love to just hear what you guys think about.

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

I mean, we talked about the multiple contraction, which has been pretty stunning, especially when you look at a lot of these tech companies, which have been sliding over many, many weeks and months.

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

And I mean, I was looking at Microsoft the other day, trading at the same level it was.

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

in the post-liberation day sell-off.

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

I mean, do we think that there are some opportunities here in this market?

Prof G Markets
Markets Are Betting the Iran War Is Over โ€” Is it?

Are we perhaps being distracted by everything else that's going on and forgetting that actually there are some pretty cheap stocks out there right now?