Bits + Bips: What Happens to Markets Now That the U.S. Has Struck Iran?
Unchained
OpenAI funding, valuation doubts, and potential backstop
Charles critiques OpenAI's math, forecasts government backstop if AI collapse threatens markets and national security.
A former Clinton and Biden foreign policy advisor saw it before it happened. Now the question is what investors do next.
Hours after this episode was recorded, the United States and Israel launched a coordinated military campaign against Iran, killing Ayatollah Ali Khamenei in what analysts are calling the most significant U.S.-Iran escalation in decades.
Charles Myers, Founder and CEO of Signum Global Advisors and a former senior foreign policy advisor to Hillary Clinton and Joe Biden, had just sat down with Steven Ehrlich to discuss the geopolitical landscape and what it means for investors.
What he said about Iran during that conversation is now raising serious questions about what comes next, and the investment implications are far from settled.
In this episode, Myers also addresses whether the "sell America" trade is overdone, where oil is heading, the future of AI funding, and whether Bitcoin can actually function as a safe haven when the world is on fire.
Hosts:
- Steven Ehrlich, Host of Bits + Bips: The Interview
Guests:
- Charles Myers, Founder and CEO, Signum Global Advisors
Links:
Iran strike / military action:
US strikes Iran — https://www.cnn.com/world/live-news/israel-iran-attack-02-28-26-hnk-intl
US-Iran nuclear talks — https://www.nbcnews.com/world/iran/us-iran-nuclear-talks-trump-military-buildup-attack-missiles-rcna260764
Largest US military buildup in the Middle East since the early 2000s — https://www.militarytimes.com/news/your-military/2026/02/26/us-military-assembles-largest-force-of-warships-aircraft-in-middle-east-in-decades/
Oil markets:
Oil prices surge after Iran strike — https://www.cnbc.com/2026/02/28/iran-us-attack-oil-market-economy.html
Trump’s energy strategy: targeting oil in the low $50s — https://www.axios.com/2026/02/28/us-iran-attack-energy-oil-prices
Sell America / US safe haven:
Global investors question US safe haven status — https://www.cnbc.com/2026/02/28/markets-brace-for-impact-following-us-military-strikes-against-iran.html
The “Sell America” trade, explained — https://www.bloomberg.com/news/articles/2026-02-02/sell-america-trade-why-investors-are-questioning-us-assets
Venezuela / Monroe Doctrine:
Maduro government and the US oil deal — https://www.cnbc.com/2026/01/05/maduro-overthrow-could-pave-the-way-for-us-oil-companies-to-recover-venezuela-assets.html
The return of the Monroe Doctrine under Trump — https://www.cfr.org/articles/oil-power-and-the-climate-stakes-of-the-u-s-move-in-venezuela
OpenAI / AI:
OpenAI raises $110 billion — https://www.cnbc.com/2026/02/27/open-ai-funding-round-amazon.html
Stargate: OpenAI and SoftBank’s AI moonshot — https://openai.com/index/announcing-the-stargate-project/
Prediction Markets:
Polymarket Iran strike odds — https://polymarket.com
Insider trading on Polymarket: the Maduro bet — https://en.wikipedia.org/wiki/2026_United_States_strikes_in_Venezuela
Stablecoins / GENIUS Act:
The GENIUS Act and stablecoin regulation — https://www.gibsondunn.com/the-genius-act-a-new-era-of-stablecoin-regulation/
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