Episode Details

Ben and Tom discuss the Iran-US agreement to reopen the Strait of Hormuz with the blockade lifted immediately, $25 billion in phased sanction relief, a permanent end to hostilities including Lebanon, and an expected Friday signing in Geneva, the market reaction with oil dropping 5.6% to $80, the Nasdaq up 2.2%, and gold rising 3%, and the start of Warsh Week with the new Fed Chair pushing to scrap forward guidance and remake Fed communication.


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