Iran Talks Collapse: A New Surge in Inflation? w/ Andreas Steno & Mikkel Rosenvold | April 13, 2026

Geopolitics is still in focus after failed talks between the U.S. and Iran  over the weekend Andreas Steno and Mikkel Rosenvold break down the implications of another oil spike and inflation shock, and what it could mean for risk assets. 🔥 *Download Raoul Pal's 4-year investing roadmap for free:* https://rvtv.io/41fVHWF Timestamps: 00:00 - Macro Mondays with Andreas Steno and Mikkel Rosenvold 01:03 - State of the Union Preview: US, China, India, and Eurozone Outlook 02:06 - Joe Plan’s Beginner Portfolio and Real Vision Product Updates 03:19 - Trump’s Strait of Hormuz Move and the Collapse of Iran Talks 04:15 - Why Blocking the Strait Could Backfire on Iran 05:30 - Oil, Nasdaq, and Russell 2000: How Markets Reacted to the Blockade 06:34 - How Would the US Actually Enforce a Strait of Hormuz Blockade? 07:19 - Trump’s Negotiation Tactics and Why This May Be Temporary 08:56 - Does the US Threat to Shut Hormuz Still Matter for Markets? 09:21 - Oil Flows Through the Strait of Hormuz and the Real Supply Risk 11:24 - Worst-Case Oil Supply Losses if the Blockade Lasts a Full Week 12:56 - Europe’s Jet Fuel Risk and Why a Long Blockade Is Unsustainable 13:20 - China, Shipping, and the Geopolitical Risk of Boarding Oil Tankers 15:10 - The Oil Market Rebalancing Trade and Why Panic May Be Overdone 17:25 - Demand Destruction, Factory Shutdowns, and Why Oil Above $100 May Not Last 18:36 - CPI Breakdown: Energy Inflation Surges but Core Remains Contained 21:31 - Food, Rents, Medical Care, and Why the Fed May Still Look Through the Shock 23:16 - Used Cars, Gluts, and the Next Read on Inflation 23:55 - Claude Mythos, AI Software vs Hardware, and the New Market Regime 26:33 - Hungary Election Results, Europe Risk Premiums, and the Orban Aftermath 29:56 - State of the Union, Portfolio Updates, and the Week Ahead Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Music license ID:…