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This Is How Big Money Is Trading the War in Iran | Odd Lots
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March 26, 2026
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40:00Now PlayingMarkets are often said to be "headline-driven," but that cliché has rarely felt more true than it does right now. A single tweet or Truth Social post can send prices sharply higher or lower, and investors (especially in the rates market) have been forced to rapidly reposition in response. But even as volatility has increased, traditional safe haven destinations like gold haven't been rallying. So how are big accounts actually trading this market? In this episode, we bring back Ozan Tarman, vice chair of global macro at Deutsche Bank and someone who meets regularly with large investors around the world. He tells us what he's seeing right now, including the potential for a squeeze higher in equities and left-tail risks in private credit.
Read more:
Oil Drops Near $102 as Traders Weigh Outlook for USIran Truce ()
Iran War Shows BRICS Limits as India Pushed to Choose Sides ()
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