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Speaking to CNBC, Dimon repeated his skunk theory, but expanded on his thinking on how inflationary Iran alone would prove. The 69-year-old added that in an “isolated” scenario, Iran does not materially increase inflation risks, but added: “This right now will increase gas prices a little bit…and if it’s not prolonged, it’s not going to be a major inflationary hit. If it went on for a long time, that would be different.”