On this episode of The Weekly Wrap, Steve Eisman welcomes Helima Croft, global head of commodity strategy at RBC (and former CIA analyst), to discuss the ramifications of the war in Iran. They break down Iran's response, predict how the coming weeks will play out, and ponder what "winning" would actually look like.
00:00 - Intro
01:50 - Market Uncertainty During Times of War
02:57 - Oracle
04:20 - Introducing Helima Croft
05:22 - Iran's Response
10:26 - How Long Til Europe Starts to Have a Problem
13:18 - How the US Government is Responding
19:27 - What Does "Winning" Look Like?
24:25 - Helima's Background
31:44 - Predicting How This Will Play Out
37:53 - Outro
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