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.Mark Hertling starts off a panel discussion on MS NOW with Michael Crowley Wendy R. Sherman Ben Rhodes Nicolle Wallace Focus: Iran, what happens now ? When will this war really end? PART ONE (16 minutes)

Jeff Storobinsky

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12,282 次观看 • 6 个月前 •via X (Twitter)

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“If you spend 14 minutes a year on economics and macro, you’ve wasted 12 minutes.” This is exactly what we’re seeing with Iran right now. No one knows Trump’s intentions. No one knows what happens to oil. No one knows the impact on inflation. No one knows how the Fed will react on rates. Focus on what you can control: Buy exceptional companies. Hold them. Everything else is noise. Macro doesn’t guide you. It creates opportunities.

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