U.S. Will Attack Iran 'Very Hard', Says Donald Trump

Why It Matters

The combination of geopolitical risk, rising rates and blockbuster IPOs could reshape market liquidity and valuation dynamics this year, creating both near-term volatility and potential long-term entry points for patient investors.

Summary

Investor Ross Gerber told Bloomberg that recent US-Iran tensions have driven short-term market volatility primarily through higher oil prices, but he expects the crisis to be resolved this year and ultimately be bullish for global markets. He warned that rising inflation and higher interest rates are compressing equity valuations, contributing to the current tech sell-off. Gerber urged caution around the imminent SpaceX IPO, arguing IPOs today often serve as exits for private investors and historically decline within 12 months, creating better buying opportunities later. He also noted that a surge of new listings offsets a decade of net share buybacks, but said the market can absorb the supply as investors rotate out of crypto and into equities.

Original Description

Ross Gerber, president and CEO of Gerber Kawasaki Wealth & Investment Management, joins BNN Bloomberg to provide a wrap on the markets.

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