March 27, 2026Episode 2321 min
Inflation or Illusion? Oil, Iran, and the Real Economic Signal
In this episode of Breaking Bad Advice, Joel and Isaac unpack how rising geopolitical tensions with Iran are moving oil markets—and what that could mean for inflation. While higher energy prices often raise inflation concerns, the underlying drivers this time may not be so straightforward.Joel and Isaac explore how this environment is influencing precious metals and interest rates, and compare today’s backdrop to both the 1970s and the post-COVID inflation surge.The bigger question: are markets interpreting these signals correctly—or missing something lurking beneath the surface?
