The Powers That Be: Daily Iran Market Jitters & The Ellisons’ Final Test
8 snips
Mar 4, 2026 
Bill Cohan, author and longtime financial journalist, offers market analysis and dealmaking perspective. He examines how conflict in Iran could jolt energy prices and the ripple effects on global markets. He also unpacks the Ellisons’ bid for Warner Bros. Discovery, focusing on regulatory hurdles in the U.S. and Europe and the deal’s fragile prospects.
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Bill Cohan Knew JFK Jr And Wrote About Him
- Bill Cohan knew John F. Kennedy Jr. from high school and wrote about him in his book Four Friends.
- He says the Hulu show Love Story feels like a thin, inaccurate portrayal and emphasizes his personal connection and reporting on JFK Jr.'s life.
Short Spike Likely Unless Conflict Prolongs
- The initial oil price spike from the Iran war may be short lived because global markets are currently awash in oil.
- If the conflict becomes prolonged or the Strait of Hormuz remains closed, prolonged disruptions could drive longer-term price and economic impacts.
Strait Of Hormuz Is The Real Economic Valve
- The crucial risk to the global economy is disruption of shipping through the Strait of Hormuz, which Bill believes may be effectively closed for the first time.
- He notes that inability to send oil through Hormuz would eventually create real economic problems even if short-term effects are muted.
