AI Summary
5 min read🎙️ The Voices & The Context
- The Format: Casual interview with hosts catching up on breaking news via expert guest, mixed with light banter and ad reads.
- The Key Players:
- Hosts: Joe and Tracy from the Odd Lots / Lots More podcast duo—witty, curious finance journalists probing global markets with relatable chemistry.
- Guest: Masha Voitel, CEO of Amtalon Capital, a rare fund specializing in Iranian equities; fascinating for his on-the-ground insights from Tehran team amid blackouts and protests.
- The Vibe: Intense and educational, blending urgency of real-time crisis with hopeful analysis; light-hearted opener on Persian food contrasts heavy geopolitics.
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What you'll learn
- 1 (00:00) **🎙️ Introduction: Macho Voitel**
- 2 (03:48) **Iran Protests and Information Blackout**
- 3 (06:45) **Team Safety and Qualitative Differences**
- 4 (08:00) **Historical Comparisons and Demographics**
- 5 (10:22) **Economic Triggers: Currency Collapse and Bank Failure**
- 6 (12:42) **Business Impacts and Hyperinflation**
- 7 (18:00) **Stock Market During Blackout and Unrest**
+ Full timestamped outline available in the app
Show Notes
One of the extraordinary elements of the civil unrest taking place in Iran is that it's almost impossible to know what's going on. There's a virtually complete news blackout, in part because of the government shutting down the internet. What this means in practice right now is that someone on the outside can't even know for sure whether the Iranian stock market has been trading lately, or whether it's been halted. And then of course there are bigger questions about the scale of the civil unrest and the government's response to it. On this episode of Lots More, we check in with recurring guest Maciej Wojtal, the founder and CIO of Amtelon Capital, one of the few international firms to have direct exposure to Iranian stocks. We talk about what he's been able to ascertain about the protests, why they're taking place, Iran's ongoing financial crisis, and why this round of civil unrest is different from before.
READ MORE: How Iran Sanctions and a Currency Crash Triggered Mass Protests
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