▶Multiple sources indicate Elson consistently views the ongoing US-Iran conflict and the related closure of the Strait of Hormuz as a primary driver of oil price inflation and significant market volatility.

▶Across several episodes, Elson highlights that major stock exchanges like NASDAQ are altering their rules to facilitate the rapid inclusion of mega-cap IPOs, specifically citing SpaceX, which he frames as a significant structural market event.Jun 2026

▶Elson frequently asserts that the Trump administration has presided over a significant decline in regulatory enforcement, specifically mentioning reduced prosecution and enforcement actions by the SEC and CFTC.

▶A recurring point of agreement is Elson's skepticism about the economic viability of the current AI boom, frequently citing the immense cash burn of companies like OpenAI and the high cost of services leading customers to cut back.

▶Elson presents a conflicting view on Anthropic, highlighting its staggering revenue growth and potential for profitability while simultaneously reporting that major clients like Microsoft and ServiceNow are cutting back on its services due to excessive costs.

▶There is a tension in his analysis of Big Tech and AI; he notes that companies like Google have seen their stock prices and revenues soar since the AI boom began, yet also argues that their free cash flow is deteriorating due to massive, potentially unsustainable, capital expenditures on AI infrastructure.

▶Elson's market outlook is mixed. He reports on the phenomenal financial performance of AI firms and their investors (e.g., SoftBank's $46B gain on OpenAI), but simultaneously predicts an imminent market top and the collapse of key stocks like SpaceX post-IPO.Jun 2026

▶He highlights AI's potential to drive a large portion of S&P 500 earnings growth, but this optimistic financial projection is contrasted with his claims about widespread AI-driven layoffs and growing public pessimism about the technology's societal impact.