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The Prof G Pod (Scott Galloway)

Despite the US entering war with Iran and threats to the Strait of Hormuz, oil prices rose only 7% rather than the feared 20% as markets bet on a swift resolution that could actually increase Iranian crude exports. Simultaneously, OpenAI closed a record $110 billion funding round and secured a Pentagon partnership within 24 hours of rival Anthropic being blacklisted for refusing to loosen AI safety guardrails for military use.

Reuters

UAE government officials detailed the country's defense against recent Iranian attacks, confirming interception of 172 ballistic missiles and 755 drones with minimal casualties, while announcing diplomatic measures including embassy closure in Tehran and assuring economic stability through strategic reserves and market controls.

Reuters

NATO Secretary General Mark Rutte visits North Macedonia to reinforce alliance solidarity, praising Skopje's defense spending commitments and contributions to NATO missions while addressing escalating threats from Iran and emphasizing that EU integration remains the ultimate security guarantee for the Western Balkans.

Reuters

Ryanair CEO Michael O'Leary announced aggressive expansion plans targeting 22 million passengers in Poland while highlighting how fuel hedging protects the airline from Middle East conflict price shocks. He sharply criticized EU carbon taxes and air traffic control failures for undermining European carriers' competitiveness against non-EU rivals.

The Knowledge Project (Shane Parrish)

Vlad Tenev recounts the acute 2021 GameStop trading crisis driven by overnight collateral demands and viral misinformation, contrasting it with the slower burn of 2022's 80% valuation collapse, which forced a strategic pivot from pure trading to a diversified fintech platform with eleven revenue streams.

MIT Technology Review

Nobel laureate Dr. Francis Arnold revolutionized chemistry by developing directed evolution, a method to breed enzymes like livestock for specific industrial tasks from laundry detergents to pollution cleanup. She predicts that within 5-10 years, AI integration will enable scientists to 'vibe code' enzymes capable of performing virtually any chemical transformation on demand.

Reuters

UN agencies warn of rapidly deteriorating humanitarian conditions across the Middle East as escalating hostilities involving Israel, Lebanon, and Iran drive mass displacement, disrupt critical aid supply chains, and raise alarms over potential violations of international humanitarian law including war crimes.

All-In Podcast

Ray Dalio warns the U.S. is in a critical phase of the long-term debt cycle with unsustainable 40% deficit spending and 600% debt-to-revenue ratios, driving central banks and investors toward gold as the only true hard money alternative while Bitcoin fails as a hedge due to tech-stock correlation and institutional limitations.

The Prof G Pod (Scott Galloway)

Fareed Zakaria analyzes the US-Israel military campaign against Iran, arguing that while the upside involves regime collapse and defanging Iran's regional power, the highly institutionalized nature of the regime makes survival likely without ground forces, while Iran's attacks on Gulf States have backfired by unifying regional support against them.

Financial Education

The video highlights two growth stocks for March 2026—Salesforce (CRM) and Honest Company (HNST)—arguing both offer significant upside despite market volatility, with Salesforce leveraging AI integration and Honest executing a dramatic financial turnaround led by new management.

The David Lin Report

David Hay argues that the 'Fourth Turning' crisis period is triggering an end to American market exceptionalism, with capital already rotating out of overvalued US equities into international markets and hard assets, requiring investors to take profits on parabolic moves and raise cash.

Bloomberg Technology

As the Iran conflict escalates across multiple fronts and roils energy markets, a parallel battle is unfolding in defense technology: OpenAI secured a classified Pentagon contract after Anthropic was effectively blacklisted for refusing to ease ethical restrictions on surveillance and autonomous weapons, sparking urgent calls for congressional guardrails on military AI use.