March 26, 2026· 40 min

This Is How Big Money Is Trading the War in Iran

Orality

Model

81%

Oral Indicators

Agonistic51%

absolutely, basically, extremely

Engagement64%

you'll, you, your

Memory Aids100%

see, right, now

Repetition100%

like (87x), it's (70x), about (66x)

Parallelism58%

But by embedding AI across HR,..., And I'm Tracy Alloway...., And then Are you gonna do the ...

Sound Patterns63%

55 question(s), alliteration: "tend to", alliteration: "trying to"

Formulaic Phrases9%

at the end of the day, you know what, i mean

Literate Indicators

Hedging6%

could, may, maybe

Passive Voice5%

is designed, are when, are inclined

Abstract Nouns18%

business, information, payment

Subordination7%

since, because, while

Sentence Length25%

Avg: 11.3 words/sentence

Word Complexity46%

business, overly, complicated

Academic Markers0%

Impersonal Style36%

561 personal pronouns found

Descriptive Style84%

overly, automatically, actually

Description

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 Iran War Shows BRICS Limits as India Pushed to Choose Sides Only Bloomberg - Business News, Stock Markets, Finance, Breaking & World News 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 Subscribe to the Odd Lots Newsletter Join the conversation: discord.gg/oddlots See omnystudio.com/listener for privacy information.

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