Iran Attacks May Last Weeks as Traders Debate Impact | Open Interest 3/2/2026
President Trump warns strikes on Iran could last weeks — and tells Tehran to stand down. Oil surges the most in four years as tanker traffic stalls in the Strait of Hormuz and a key Saudi refinery shuts down. As tensions escalate, inflation fears roar back — piling new pressure onto markets already on edge. We break down the geopolitical fallout, the market shockwaves, and the rising cyber and AI risks tied to the conflict.
Chapters:
00:00:01 - Bloomberg: Open Interest begins
00:00:44 - Morning Movers
00:01:35 - Trump Says Iran Bombing Could Last Weeks
00:06:31 - Crude Oil Surges After Attacks on Iran
00:09:17 - Traders De-Risk on Middle East Unrest
00:13:57 - High Interest | Anthropic's Claude Outage Hits Thousands
00:15:11 - Steven Cook, Council on Foreign Relations Senior Fellow for Middle East Studies
00:23:31 - Mary Ann Bartels, Sanctuary Wealth Chief Investment Strategist
00:32:09 - Top Calls | Netflix, Blue Owl, Crowdstrike
00:33:02 - Oil Spikes Amid Widening Conflict in Iran
00:33:42 - Ellen Wald, Atlantic Council Senior Fellow
00:45:01 - BREAKING: US Feb. ISM Manufacturing Index Falls to 52.4; Est. 51.5
00:46:29 - Trump Says Iran Bombing Could Last Weeks
00:51:01 - Meredith Whitney, Meredith Whitney Advisory CEO
00:58:07 - High Interest | France to Boost Nuclear Arsenal
00:59:28 - Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow
01:09:35 - Trump Says Iran Bombing Could Last Weeks
01:11:30 - Vlad Rikhter, Fencer CEO and Co-Founder
01:19:42 - Helen Toner, Georgetown Center for Security and Emerging Technology Exec. Director
01:25:15 - Treasuries Sink as Oil Jump Stokes Inflation Fears
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