Maciej Wojtal

speaker

244 appearances 1 recordings 1 series first heard Jun 2025 last heard Jun 2025

Maciej Wojtal’s voice in public audio — every appearance, attributed to the second.

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Odd Lots · Lots More on What's Going On in Iran's Markets · 27 Jun 2025 podcast

So everything looked really, really promising.

Instead, obviously what happened in October was Hamas, was Gaza, and that changed everything.

Like sentiment collapsed.

And no one really wanted to look at any risky assets in Iran.

So you had a situation where profits were going up when you're looking at Iranian

even enlisted companies, profits continue to grow.

But the stock market was going down.

So obviously valuations are just cheaper and cheaper and cheaper, but n everyone was focused basically on the potential for the regional escalation, rightfully so, and and not on uh you know taking risks in their portfolios.

So you're asking about the potential of this opportunity?

Yeah, like basically, like is that in

Look, this is probably

I mean, from my perspective, the biggest optionality in enlisted markets, in public markets, that you can find.

Because one thing is GDP.

And GDP, the way I look at GDP, currently, I mean, if you Google it, it says around four hundred billion dollars.

We think it's more like two hundred and fifty billion dollars.

It depends on the exchange rate that you use to to calculate it.

So let's say Iran is two hundred and fifty billion dollar GDP.

And now Iranian non oil economy, non commodity economy, if everything goes well.

could be as big as Turkey.

And Turkey is one point one trillion.

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