# Is Wall Street Ignoring Iran? | Jay Hatfield Says Oil Bears Have It Wrong

Page: https://stenobird.com/podcast/the-weekly-money-clip-6866050/is-wall-street-ignoring-iran-jay-hatfield-says-oil-bears-have-it-wrong
Text version: https://stenobird.com/podcast/the-weekly-money-clip-6866050/is-wall-street-ignoring-iran-jay-hatfield-says-oil-bears-have-it-wrong.md
Podcast: [Biz Talk Today TV](https://stenobird.com/podcast/the-weekly-money-clip-6866050)
Published: 2026-07-10T11:51:00+00:00
Episode link: https://traffic.megaphone.fm/FPMN2136546382.mp3
Audio file: https://traffic.megaphone.fm/FPMN2136546382.mp3
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Duration seconds: 179

## Resource

Is Wall Street underestimating the geopolitical risks in the Middle East? On this episode of Hatfield Economics, Jay Hatfield, CEO and CIO of InfraCap and Portfolio Manager of the ICAP ETFs, explains why he believes investors are actually pricing oil more accurately than many strategists. Despite renewed U.S. military action involving Iran and ongoing tensions across the region, Jay argues that OPEC's production increases and stable shipping through the Strait of Hormuz should keep oil prices under control. He also explains why he still expects lower inflation, negative CPI readings in the months ahead, and why downside—not upside—remains the biggest risk for crude oil prices. 🔗 Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://biztalktodaytv.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📧 Contact on Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠support@biztalktodaytv.com ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ 📲 Download the Biz Talk Today TV app on Apple & Android devices. 📢 Disclaimer: The views and opinions expressed on this program are those of the hosts and guests and do not necessarily reflect the official policy or position of CrossCheck Media Inc., Biz Talk Today TV (BTT), or their affiliated entities and distribution partners. Content produced by CrossCheck Media across video, audio, and digital platforms is provided for informational and educational purposes only. Nothing presented should be construed as financial, investment, legal, tax, or gambling advice, nor as a recommendation to buy or sell any security, asset, wager, or strategy. All investments and wagers involve risk, including the possible loss of principal or money placed on a bet. Past performance and statistical analysis are not indicative of future…

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