Ira Epstein discusses the current geopolitical tensions involving Iran and the potential impact on financial markets, particularly the metals market. He highlights concerns about potential U.S. military action and its effects on gold, silver, and energy prices, noting the influence of safe haven buying in these commodities. Epstein also touches on upcoming economic reports, such as the New York Empire State Manufacturing Survey and jobless claims, which are anticipated to affect market movements. Additionally, he mentions ongoing issues with U.S. bank earnings and the pending Supreme Court decision on the Trump tariffs.