Oil Markets SPIKE on War in Iran | Macro Mondays: March 2, 2026 w/ Andreas Steno & Mikkel Rosenvold

Steno Research founder and CEO Andreas Steno is back with his co-host, Mikkel Rosenvold, to break down how the U.S. and Israel's escalating military action against Iran is impacting markets — from oil to equities and the broader macro regime. Binance is the world’s leading blockchain ecosystem, trusted by over 300M users in 100+ countries. It offers an unmatched portfolio of digital asset products such as trading, finance, Web3, payments, and more. 👉 Learn more at https://binance.onelink.me/y874/realvison2 🔥 Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision https://rvtv.io/3YOZZUe TIMESTAMPS: 00:00 - Intro Sponsor 00:50 – Macro Mondays: Iran War Shock & Market Open 04:37 – Oil, LNG & Shipping Chaos After Middle East Escalation 06:48 – How Long Will the Iran War Last? 1–2 Week Timeline? 13:08 – Best Trades During Iran Unrest: Drones, Energy & Gold 15:33 – Why Bitcoin Is Holding Up During Geopolitical Turmoil 18:20 – Fertilizer & Food Inflation Risk from Strait of Hormuz 19:32 – World War 3 Fears? Why This Conflict Stays Contained 22:52 – Europe, Cyprus & LNG Supply Risk Explained 26:09 – OpenAI $840B Valuation: Bubble or Justified? 29:11 – Nvidia, AI Infrastructure & The Next Compute Bottleneck 32:15 – OpenAI IPO Speculation & $1,000 Per User Valuation 34:20 – Trump: “Big Wave Yet to Come” – Boots on the Ground? 35:35 – Portfolio Strategy: Energy Allocation & Defense Stocks Elevate your brand with Real Vision. Connect with us at partnerships@realvision.com to explore advertising possibilities. Music license ID: WJ6TRPVHFD About Real Vision™: We arm you with the knowledge, tools, and network to succeed on your financial journey. Connect with Real Vision™ Online: Website: https://www.realvision.com/join Twitter: https://rvtv.io/twitter Instagram: https://rvtv.io/instagram Linkedin: https://rvtv.io/linkedin 👉 Join our Discord channel and meet like-minded people: https://discord.gg/FTQsrUhD9Z Disclaimer: https://media.realvision.com/wp/20231004185303/Disclaimer-1.pdf #macro #iran #trump #dollar #bitcointrends #trumppolicies #macromondays #usd #dxy #nasdaq #dow #china #macrotrends #ratecuts #inflation #trumptariffs #trump #crypto #fed #powell #rates #economy #markets #bullish #bearish #etf #ethetf #btcetf #congress #uselections #stablecoins #usdt #usdc #inflation #steno #memes #stocks #equities #unemployment #raoulpal #realvision #fed #sec…