✅ Executive Summary of the Ed Steer Interview on CapitalCosm (June 18, 2025)
[00:00–00:30]
Host Danny introduces Ed Steer, setting the stage for a wide-ranging conversation on commodities, geopolitical instability, and precious metals.
[00:30–04:00]
Steer discusses the Iran-Israel conflict as a potential catalyst for a dramatic rise in crude oil prices, especially if Iran blocks the Strait of Hormuz. He considers $75 oil "cheap" in light of geopolitical risks and notes the lack of pump price reflection.
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