Market Mondays Episode #264: Trump Calls Peace with Iran: Is Big Tech the New Military?, Will Oil Surge? & Tesla’s Comeback
Release Date: June 24, 2025
Host/Author: EYL Network
1. Introduction
In Episode #264 of Market Mondays, hosts Rashad Bilal, Troy Millings, and stock market expert Ian Dunlap delve into a myriad of pressing topics affecting the financial and geopolitical landscape. The episode navigates through the recent military actions involving former President Trump and Iran, examines the evolving role of Big Tech in defense, discusses potential oil price surges, and analyzes Tesla’s remarkable resurgence in the market. Additionally, the hosts explore investment strategies amidst these developments and spotlight inspiring stories from small business entrepreneurs.
2. Trump’s Military Action and Its Implications
The episode opens with a discussion on the United States' recent military strikes against Iranian sites. Ian Dunlap expresses concern over the spate of Achilles injuries in the sports world, drawing a parallel to unforeseen consequences in military operations.
Notable Quote:
"With the stock market is actually not phased as of yet as predicted." — Ian Dunlap [03:17]
Rashad Bilal highlights the complexity of the situation, noting Trump's declaration of full control over Iranian airspace three days prior to the bombings. This preemptive statement has sparked debates on whether it was a strategic diplomatic maneuver or an impulsive move.
Notable Quote:
"If you were a criminal casing somebody's house, would you put on Twitter that you have full control over their ring system?" — Rashad Bilal [12:46]
The hosts debate the possible motivations behind Trump’s announcement, with Troy Millings suggesting it might have been an attempt to balance diplomatic relations while demonstrating strength to allies like Israel.
3. Big Tech's Foray into Defense and Its Investment Impact
A significant portion of the discussion centers on the transformation of Big Tech companies into key players in the defense sector. The conversation touches upon companies like Meta, Palantir, and OpenAI, examining their strategic moves and the implications for investors.
Notable Quote:
"Palantir stock is going to skyrocket based off of... potential wars that could potentially happen in the future." — Rashad Bilal [20:12]
Ian Dunlap raises ethical considerations, questioning the morality of investing in companies that contribute to military advancements. The hosts explore the symbiotic relationship between technological innovation and defense, pondering the long-term effects on the market.
Notable Quote:
"Morally investing... do you invest in something because you know there's growth, but you know that destruction could come from it." — Ian Dunlap [23:44]
4. Potential Surge in Oil Prices Amid Geopolitical Tensions
Rashad Bilal and Troy Millings analyze the potential repercussions of the recent Iran-related military actions on global oil prices. They discuss the strategic importance of shipping routes through the Middle East and the possibility of rerouting shipments if tensions escalate.
Notable Quote:
"Trump had to negotiate a deal... Israel wasn't happy about that." — Rashad Bilal [70:38]
The hosts assess the likelihood of oil prices reaching unprecedented heights, with Troy expressing skepticism about oil surging to $300 a barrel, citing historical data and market safeguards.
Notable Quote:
"The probability of that is very low." — Troy Millings [72:12]
5. Tesla’s Comeback: Navigating Challenges and Opportunities
Tesla’s resurgence in the market is scrutinized, with discussions focusing on Elon Musk’s strategic pivots and the company’s ventures into autonomous driving and robotics.
Notable Quote:
"The robotaxi has always been on the vision board. This is a game changer in terms of profitability for him." — Ian Dunlap [63:40]
The hosts debate the sustainability of Tesla’s growth, especially amid regulatory challenges and competition from other tech giants venturing into similar technologies.
6. Investment Strategies in Turbulent Times
Amidst geopolitical uncertainties and market fluctuations, the hosts provide investment insights tailored for both retail and institutional investors. They emphasize the importance of long-term strategies, diversification, and staying informed amidst sector rotations.
Notable Quote:
"If you have exposure to the market every month regardless of what happens, because if not we can be very honest... but these stocks are going to go up, it seems like endlessly." — Troy Millings [34:11]
Ian Dunlap advises against attempting to time the market, advocating for consistent investment and leveraging corrections as entry points.
7. Cryptocurrency: Current Landscape and Future Prospects
The conversation shifts to the state of cryptocurrencies, with a particular focus on Bitcoin and XRP. The hosts discuss recent market movements, regulatory developments, and the potential for future growth.
Notable Quote:
"Jack Dorsey is the new Bitcoin Jesus. Michael Saylor, the flashy renegade." — Rashad Bilal [35:32]
They also address the polarized opinions within the crypto community, highlighting the passion and volatility that characterize this asset class.
8. Spotlight on Small Business: Live With Nature
In a heartwarming segment, the hosts welcome Liv McCray of Live With Nature, a small business specializing in organic, vegan-friendly topical products. Liv shares her entrepreneurial journey, the challenges faced during economic downturns, and the pivotal role of Invest Fest in her business growth.
Notable Quote:
"Invest Fest has really, really, really helped me. I have repeat customers... I continue to have orders and... genuinely grateful." — Liv McCray [88:12]
Liv emphasizes the significance of maintaining low overheads, leveraging social media for marketing, and fostering community engagement to sustain and grow her business.
9. Conclusion and Upcoming Events
The episode concludes with announcements about upcoming events, including the next Invest Fest, blackout sessions, and special guests. The hosts encourage listeners to participate in pitch competitions and support community-driven businesses.
Notable Quote:
"Everyone should enter that pitch competition. If you have a business and if you don't have a tech component to your business, add one." — Rashad Bilal [99:34]
They also highlight the importance of continuous learning, networking, and investing both in the stock market and within the local community to build generational wealth.
Key Takeaways
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Geopolitical Actions Influence Markets: Trump's military action against Iran has complex implications for global markets, particularly oil prices and defense sector stocks.
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Big Tech’s Defense Integration: Companies like Meta, Palantir, and OpenAI are increasingly involved in defense, presenting both investment opportunities and ethical dilemmas.
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Oil Price Stability: Despite tensions, a surge to extreme levels like $300/barrel remains unlikely due to historical trends and market safeguards.
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Tesla’s Strategic Moves: Tesla’s investments in autonomous driving and robotics signal potential for long-term profitability despite short-term challenges.
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Investment Best Practices: Emphasize long-term strategies, diversification, and consistent market exposure over market timing.
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Cryptocurrency Dynamics: Bitcoin and XRP continue to dominate discussions, with their future growth tied to regulatory developments and market sentiment.
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Support for Small Businesses: Platforms like Invest Fest play a crucial role in empowering small entrepreneurs, highlighting the importance of community support in business success.
Stay Connected:
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Invest Fest: Upcoming event with opportunities to win trips and engage with top entrepreneurs. Visit investfest.com for more details.
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Live With Nature:
- Website: www.livewithnature.com
- Instagram: @livewithnature
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