Raging Moderates with Scott Galloway and Jessica Tarlov Trump Downplays War Costs as Oil Explodes and Markets Crash
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Mar 9, 2026 They unpack Iran’s sudden shift to dynastic rule and what Mojtaba Khamenei’s rise means for Tehran’s future. They track the war’s human toll and how rising oil above $100 is roiling global markets. They explore the economic fallout on inflation and investor panic, plus the fragile state of U.S. alliances and the unclear U.S. strategy for ending the conflict.
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Mojtaba Khamenei Marks A Dynastic Shift In Iran
- Iran elevated Mojtaba Khamenei, signaling a dynastic turn that contradicts the 1979 revolution's anti-dynasty ethos.
- Scott Galloway and Jessica Tarlov note Mojtaba is seen as a harder-line figure and his rise shows U.S./Israeli strikes didn't achieve intended decapitation effects.
Oil Spike Fuels Inflation And Funds Geopolitical Rivals
- Oil surged past $100 a barrel and could reach $150–$200, amplifying global inflation and benefiting Russia with tens of billions in extra revenue.
- Scott links each $2 oil rise to higher pump prices and a 0.6–0.8% bump in inflation, stressing real economic spillovers.
Missile Capability Is Degraded But Oil Targets Threaten Regime Stability
- U.S. strikes reduced Iran's missile launches by ~80–85% and destroyed launch and support capabilities, but not necessarily all underlying infrastructure.
- Scott argues hitting oil infrastructure would more directly undermine regime finances and hold.