Those Two Really Are Cowboys: The Global Market Impact of the Iran Conflict

Those Two Really Are Cowboys: The Global Market Impact of the Iran Conflict

From Around The World With Yusko by Morgan Creek Capital Management, LLC

March 25, 2026 · 1h 2m

About this episode

The episode discusses the impact of the Iran conflict on global markets and geopolitical risk.

In this episode of Around the World, Mark breaks down how the sudden escalation of the Iran conflict is reshaping global markets and geopolitical risk. The closure of the Strait of Hormuz has caused one of the largest oil supply disruption s in modern history, sending volatility surging as investors debate how high prices could go. We explore China's strategic stockpiling, Iran's escalating retaliation tactics, and the surprisingly muted initial market reaction despite growing evidence of a prolonged energy shock. With U.S. political odds shifting alongside rising gas prices and intensifying global debt pressures , the conflict is colliding with an already fragile economic backdrop. Equity markets may be cracking under the strain , with treasuries potentially failing to act as the traditional safe haven . The episode wraps with insights on crypto, commodities, and what this geopolitical realignment could mean for the months ahead. Want more? Watch the "Around The World With Yusko" webinar series live by contacting us at ir@morgancreekcap.com . Watch it after the fact at https://www.morgancreekcap.com/market-commentary/#investment-themes . Visit us on the web at…

People in this episode

Host: Mark

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Mentioned in this episode

Organizations: Morgan Creek Capital Management, LLC

Products: crypto, commodities

Places: Iran, Strait of Hormuz, China, U.S.

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