Ryan Sean Adams

The market is currently digesting this as of right now.

This is the morning after that speech.

But this is my take.

It's like he basically just gave a 19-minute speech about why we need to be in Iran for three more weeks.

And you think the market is interpreting that as we're also going to exit in two to three weeks?

No, I think the market was interpreting that we are going to exit early.

like this week at the end of this, like we're done with this thing.

And then Trump is telling them like, no, no, we got two to three more weeks.

I think it's safe to round up to three on that scenario.

But to your point, I think you're right.

He did not say that we're out in three weeks either.

Yes, I think boots on the ground by the end of this month, polymarket is giving a 60% chance.

All year, yeah.

Are the markets pricing that in?

I mean...

We can talk about the efficient market hypothesis.

The markets always price everything in, don't they?

They're super efficient all the time.

That's right.

The growing conversation is around midterms, the midterm elections that are coming up later this year.