Prof G Markets
Prof G Markets

The Iran War’s Oil Shock — How Bad Could It Get?

March 10, 2026

AI Summary

5 min read

🎙️ The Speakers & Context

  • The Format: Host discussion with expert interview segments.
  • The Key Players:
    • Ed Elson: Host of Prof G Markets. Provides the market analysis and framing, acting as the skeptical, risk-aware voice.
    • Mohammed Sergi: Editor at Semaphore Gulf. Credibility comes from on-the-ground reporting on Gulf geopolitics and energy markets.
    • Jonathan Cantor: Former Assistant Attorney General for the Antitrust Division of the US DOJ. Credibility from having originally filed the Live Nation case.
  • The Vibe: Analytical and urgent, shifting from technical market discussion to a reflective, almost alarmed monologue about systemic risk.

🎣 The Executive Hook

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Show Notes

Ed Elson speaks with Semafor’s Mohammed Sergie about the wild price swings in the oil market, and what they tell us about the war in Iran. Then he discusses the Live Nation/Ticketmaster anti-trust settlement with Jonathan Kanter. Finally, Ed gives his take on how the markets are reacting to the latest news from Iran. 

Mohammed Sergie is the Editor at Semafor Gulf. Jonathan Kanter is the Former Assistant Attorney General for the Antitrust Division of the U.S. Department of Justice.

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