Tepp Talks: A podcast with David Tepp
David Tepp is founder and CEO of Tepp Wealth Management, a SEC registered investment adviser. Through Tepp Talks: A podcast with David Tepp, Dave shares audio versions of his articles covering the state of the US economy, US and global markets, and the evolving effects of politics and current events on the economy.
Tepp Talks: A podcast with David Tepp
Iran Strategy: High Risk, High Reward
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The United States and Israel have launched coordinated strikes targeting Iranian leadership and key military infrastructure. Iran has responded with asymmetric retaliation, launching batteries of missiles to disrupt shipping and energy flows throughout the region. While this perilous conflict could certainly spiral into a prolonged regional confrontation, there is another outcome that receives far less attention: the possibility that Iran stabilizes under a more pragmatic government focused on economic growth rather than ideological conflict.
SOURCES:
Alpine Macro, “Special Report - The 2026 Iran War”, written by Dan Alamariu, March 2, 2026
BCA Research, “The Fog of the Iran War”, written by Matt Gerken, March 2, 2026
Financial Times, “The Cynical Opportunities of ‘Epic Fury’”, written by Martin Wolf, March 3, 2026
Oxford Economics, “Iran and the Strait of Hormuz”, written by Bridget Payne, February 27, 2026
Oxford Economics, “Iran Conflict is a Manageable Risk for the Economy”, written by Bernard Yaros, March 4, 2026
Oxford Economics, “Iran Conflict Will Rile Energy Markets, Not Break Them”, written by Bridget Payne, March 3, 2026