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John Mowrey
John Mowrey
Chief Investment Officer, NFJ Investment Group
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The Ceasefire Is Cracking — What Markets Are Missing | Prof G Markets

📅 Apr 09, 2026 The Prof G Pod – Scott Galloway 11 MIN 15927 VIEWS 10 SEGMENTS · 3 SPEAKERS
Subscribe to the Prof G Markets Youtube Channel here:    / @profgmarkets   Find the full episode here:    • Markets Are Betting the Iran War Is Over —...   Ed Elson is joined by Robert Armstrong and John Mowrey to break down how the ceasefire with Iran is moving markets, where they think inflation is heading, and what opportunities they see in the market. Robert Armstrong is a commentator for the Financial Times, author of the Unhedged Newsletter, and cohost of the Unhedged podcast. John Mowrey is the Chief Investment Officer of NFJ Investment Group. You can listen to the full episode on...

Questions asked in this interview

2
  1. 5:49Could you elaborate on that point, please, Rob?
  2. 6:17Yeah, John, what do you make of that argument?
Robert Armstrong 0:00 ↗
Thank you both for joining me. John, I'm just going to start with you because last week you and I discussed this and towards the end of our conversation, you said you think he's going to — you didn't say the word taco, but you said that he's not going to go through with this, and that is what happened. Let's just start with your reactions to what happened in this ceasefire and how the markets reacted.
John Mowrey 0:20 ↗
Well, you know, I'll start by kind of simplifying what we were seeing as we kind of went into this week. Earnings are holding up, but multiples were not. And to me that's really the story because, you know, if anything, estimates have gone higher and you were getting, you know, the tech sector at the lowest multiple going back to 2022. So this was really about multiple compression.
Ed Elson 0:48 ↗
Hey guys, you are watching a preview of today's markets episode, but the full episode is over on our new ProfG Markets YouTube channel, which we created so that you can find all of our markets content in one place. So, if you want the full episode, head over there right now. And here's how to do it. If you're on desktop or mobile, just look below the video title and click the subscribe button. You will see two channels pop up. Make sure to hit subscribe next to the ProfG Markets channel. And if you're watching on a connected TV, scan the QR code on the screen and go straight to our new channel and hit subscribe once you're there. Here is the rest of the preview and we'll see you on the ProfG Markets channel. Thank you.

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APA, MLA, BibTeX
APA

Mowrey, J. (2026, April 9). The Ceasefire Is Cracking — What Markets Are Missing | Prof G Markets [Interview transcript]. The Prof G Pod – Scott Galloway. CEOInterviews.AI. https://ceointerviews.ai/interview/3006173/

MLA

John Mowrey. "The Ceasefire Is Cracking — What Markets Are Missing | Prof G Markets." The Prof G Pod – Scott Galloway, 9 Apr. 2026. Transcript, CEOInterviews.AI, https://ceointerviews.ai/interview/3006173/.

BibTeX 
@misc{mowrey2026_3006173,
  author       = {John Mowrey},
  title        = {The Ceasefire Is Cracking — What Markets Are Missing | Prof G Markets},
  howpublished = {Interview transcript, The Prof G Pod – Scott Galloway. CEOInterviews.AI},
  year         = {2026},
  month        = {apr},
  url          = {https://ceointerviews.ai/interview/3006173/},
  note         = {Speaker-attributed transcript with timestamps}
}