Tellimer's Malik: Question of 'If, Not When' Iran Deal Will Get Resurrected

The video discusses the current state of the oil market, focusing on the impact of Iranian oil, OPEC decisions, and US shale production. It explores future oil price predictions, considering demand growth and geopolitical factors. Investment strategies in Saudi Arabia and Russia are analyzed, highlighting ESG concerns and market valuations. The UAE's economic performance and its appeal to global wealth are also examined, with a focus on real estate trends and COVID-19 vaccination efforts.

What is the current price range of oil that allows Saudi Arabia and the UAE to balance their fiscal budgets?

• $65 to $70

• $75 to $80

• $55 to $60

• $45 to $50

What is the expected impact of Iranian oil supply returning to the market?

• No impact on OPEC's decisions

• Decrease in demand for US shale

• Gradual increase in oil exports

• Immediate increase in oil prices

How might the Biden administration influence oil prices?

• By encouraging Saudi Arabia to restrain oil prices

• By increasing US shale production

• By reducing Iranian oil exports

• By cutting OPEC's output

What is a significant challenge for institutional investors in the oil market?

• High oil prices

• ESG and climate-focused audience

• Lack of geopolitical leverage

• Low dividend yields

Why might Russia be considered a better investment than Saudi Arabia?

• More ESG-friendly policies

• Higher dividend yields

• Lower geopolitical risk

• Better market valuation

What has been a major factor in the UAE's economic performance?

• Decrease in bank stocks

• Strict COVID-19 policies

• Decline in cost of living

• Increase in real estate prices

How has the cost of living in Dubai changed in recent years?

• Decreased by 30%

• Remained flat

• Increased by 30%

• Increased by 50%