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Insights Podcast

March 2, 2026


Morgan MuirFormer Deputy Director of National Intelligence; Former Associate Director of the Central Intelligence Agency
Ambassador Dennis RossFormer Senior Director for the Central Region, White House National Security Council
By Kevin Kajiwara, Emily Stromquist, Morgan Muir & Ambassador Dennis Ross

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Middle East Conflict: Operation Epic Fury and the Implications for Global Markets and Companies  

The U.S. – Israeli military operation in Iran has triggered a volatile period of uncertainly with far-reaching geopolitical and economic implications.

In this special edition of Teneo Insights, our team provides in-depth perspective and context on the latest developments in the fast-evolving conflict, examining the leadership transition in Tehran, the risks of policy fragmentation and miscalculation, and the evolving alignment between Washington, Jerusalem and key Gulf states. It also explores how other global actors are positioning themselves, and what these developments mean for global financial markets and corporations in the days and weeks ahead.

Kevin Kajiwara is joined by a panel of experts including Morgan Muir and Ambassador Dennis Ross from Teneo’s strategic partner WestExec Advisors as well as geopolitical and energy markets specialist Emily Stromquist.

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Our Insights Podcast provides expert analysis on the issues that matter most to CEOs and their businesses. Each episode features luminaries from business, politics, academia and media discussing hot-button issues and their impact on financial markets, geopolitics and the business world.

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