Mr. Market is treating the latest two-week delay in US raining Hell on Iran as though the war is over. Even if it were, it would take years for all the damage to be repaired, and there are still missiles flying. I think investors are still far too complacent. If I'm right, and the investment herd is wrong, there are opportunities afoot for courageous contrarians.

Timestamps:

00:00 — Intro
01:30 — Iran & markets
14:00 — Gold & silver update
25:10 — Parting thoughts