This Is How Big Money Is Trading the War in Iran | Odd Lots

Markets 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 US-Iran Truce (https://www.bloomberg.com/news/articles/2026-03-24/latest-oil-market-news-and-analysis-for-march-25?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article) Iran War Shows BRICS Limits as India Pushed to Choose Sides (https://www.bloomberg.com/news/articles/2026-03-25/iran-war-shows-limits-of-brics-as-india-pushed-to-choose-sides?utm_medium=referral&utm_source=podcast&utm_campaign=odd_lots&utm_content=article) Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News (http://bloomberg.com/) subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots (https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast) Subscribe to the Odd Lots Newsletter (http://bloomberg.com/subscriptions/oddlots) Join the conversation: discord.gg/oddlots (https://discord.gg/oddlots) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Monday and Thursday for interviews with the most interesting minds in finance, economics and markets. Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts Check out more Odd Lots: https://youtube.com/playlist?list=PLe4PRejZgr0MuA6M0zkZyy-99-qc87wKV Get the Odd Lots newsletter via https://www.bloomberg.com/account/newsletters/oddlots And for all things Odd Lots, visit https://www.bloomberg.com/oddlots Visit our other YouTube channels: Bloomberg Television: https://www.youtube.com/@markets Bloomberg Originals: https://www.youtube.com/bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake #Bloomberg #Podcast #OddLots Visit us: https://www.bloomberg.com/podcasts Follow Bloomberg Podcasts on Twitter: https://twitter.com/podcasts For coverage on news, markets and more: http://www.bloomberg.com/video

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