# The Oil Blockade Isn’t Spooking Markets — Yet

Page: https://stenobird.com/podcast/prof-g-markets-6899881/the-oil-blockade-isn-t-spooking-markets-yet
Text version: https://stenobird.com/podcast/prof-g-markets-6899881/the-oil-blockade-isn-t-spooking-markets-yet.md
Podcast: [Prof G Markets](https://stenobird.com/podcast/prof-g-markets-6899881)
Published: 2026-04-14T08:15:00+00:00
Episode link: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP6070875937.mp3?updated=1776132957
Audio file: https://www.podtrac.com/pts/redirect.mp3/pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/257/traffic.megaphone.fm/VMP6070875937.mp3?updated=1776132957
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/prof-g-markets-6899881/episodes/the-oil-blockade-isn-t-spooking-markets-yet
Duration seconds: 2226

## Resource

Ed Elson and Michael Gapen break down how markets are responding to the rapidly shifting headlines out of Iran, and where inflation is headed after the oil shock. Then, Ed is joined by Theresa Payton to break down Anthropic’s new Mythos model and what it means for the future of cybersecurity. Finally, Ed explains why it seems like we’re living in a world without law enforcement. Michael Gapen is the Managing Director and Chief U.S. Economist at Morgan Stanley. Theresa Payton is the CEO of Fortalice Solutions and former White House Chief Information Officer. Subscribe to the Prof G Markets Youtube Channel Check out our latest Prof G Markets newsletter Follow Prof G Markets on Instagram Follow Ed on Instagram, X and Substack Follow Scott on Instagram Send us your questions or comments by emailing Markets@profgmedia.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/prof-g-markets-6899881/episodes/the-oil-blockade-isn-t-spooking-markets-yet/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/prof-g-markets-6899881/the-oil-blockade-isn-t-spooking-markets-yet.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.