The Ceasefire Is Cracking — What Markets Are Missing | Prof G Markets

Subscribe to the Prof G Markets Youtube Channel here: YouTube.com/@ProfGMarkets Find the full episode here: https://youtu.be/mf2vghI_evU Ed Elson is joined by Robert Armstrong and John Mowrey to break down how the ceasefire with Iran is moving markets, where they think inflation is heading, and what opportunities they see in the market. Robert Armstrong is a commentator for the Financial Times, author of the Unhedged Newsletter, and cohost of the Unhedged podcast. John Mowrey is the Chief Investment Officer of NFJ Investment Group. You can listen to the full episode on the Prof G Markets Youtube Channel where you’ll find timely coverage of market-moving news five days a week. You can subscribe here: YouTube.com/@ProfGMarkets – Subscribe to the Prof G Markets newsletter: https://links.profgmedia.com/markets-newsletter Order "The Algebra of Wealth" out now: https://links.profgmedia.com/algebra-of-wealth Subscribe to No Mercy / No Malice: https://links.profgmedia.com/nmnm-yt-sub-desc Follow Markets on Instagram: https://www.instagram.com/profgmarkets/ Follow Scott on Instagram: https://instagram.com/profgalloway Follow Ed on Instagram, X and Substack: https://instagram.com/ed_elson_/ https://twitter.com/edels0n https://substack.com/@edwardelson Send us your questions or comments by emailing Markets@profgmedia.com