Ed Elson breaks down how the war with Iran is impacting oil and energy with Matt Smith. Then he discusses OpenAI’s latest funding round and the escalating tension between Anthropic and the Pentagon with Alex Heath. Finally, Ed explains how he thinks the Iran war will impact investors. Matt Smith is an oil analyst at Kpler. Alex Heath is the author of The Sources newsletter and co-host of the Access podcast. Check out our latest Prof G Markets newsletterFollow Prof G Markets on InstagramFollow Ed on Instagram, X and SubstackFollow Scott on InstagramSend us your questions or comments by emailing Markets@profgmedia.comLearn more about your ad choices. Visit podcastchoices.com/adchoices