Prof G Markets War With Iran Is Rewriting Global Markets
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Mar 16, 2026 War with Iran sends money racing across borders, lifts some oil-rich nations, and puts fragile debt-heavy economies under pressure. The conversation also tracks whether America is really a safe haven in a shakier world. Then it turns to AI hype, AI-washed layoffs, college’s staying power, and why loneliness may be the darker tech story.
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Why War Can Push Capital Back Into America
- Scott Galloway argues the war hurts Europe and Asia more than the U.S. because America is unusually self-sufficient in energy, food, and geography.
- He says last year foreign investors rotated out of U.S. assets, but war can reverse flows when capital prioritizes safety over reputation.
The Hidden Crisis May Start In Dollar Debt
- Scott Galloway says the biggest market risk is not the S&P 500 first but energy-dependent emerging nations with dollar-denominated debt.
- He flags Bangladesh, Pakistan, Sri Lanka, and the Philippines, where weaker currencies can effectively double debt burdens and trigger bank contagion.
America May Win The Trade But Lose Trust
- Ed Elson argues America may look insulated now, but bombing a vital oil corridor can poison ties with Gulf investors, Europe, and other partners.
- He points to Gulf funding for U.S. startups and warns inflation abroad and damaged trust could eventually reduce cooperation and capital.
