Jessica Genauer
Academic director at the Public Policy Institute, University of New South Wales, offering expertise on public policy and geopolitical analysis relevant to the Iran conflict (appears in transcript as Jessica Ganauer/Genauer).
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Apr 1, 2026 • 21min
Trump: US Will Leave Iran in 2-3 Weeks, Stocks Gain on Iran Hopes
Jessica Genauer, academic director at the Public Policy Institute, UNWS, provides geopolitical perspective on US-Iran choices. Ross Mayfield, investment strategist at Baird, breaks down markets, oil shock and where to find opportunity. They discuss US withdrawal timing, Iran’s asymmetric leverage, market rally on de-escalation, inflation vs growth risks, banking and private credit concerns, and AI/chip demand.
