Jim Iuorio and Ken Polcari | 02-28-26

The conversation primarily addresses the economic implications of a surprise U.S.-Israeli military action in Iran, noting that while oil prices have surged, the panel views the market disruption as a temporary reaction to wartime volatility. A significant portion of the dialogue is dedicated to rebutting "AI derangement syndrome," with the speakers arguing that technological displacement is a natural, albeit stressful, phase of industrial revolutions that ultimately drives long-term productivity and stock market growth. Learn more about your ad choices. Visit megaphone.fm/adchoices