About this episode

The episode discusses which ASX stocks may benefit from falling oil prices and features two surprise stock picks from the guests.

Just weeks ago, markets were pricing in the risk of a prolonged conflict in the Middle East, with oil surging as investors feared disruptions to global supply. Today, much of that geopolitical risk premium has unwound. Brent crude has retreated to around its pre-war levels following a US-Iran peace agreement, even as fresh flare-ups serve as a reminder that the situation remains far from settled. Whether the recent pullback in oil proves temporary or not, investors are already asking the next question: who stands to benefit? The obvious winners are businesses with large fuel bills. But lower oil prices can ripple through the economy in unexpected ways, easing input costs and lifting consumer spending. Joining Livewire’s Anna Dadic are Henry Jennings from Marcus Today and Michael Wayne from Medallion Financial, to debate four stocks that could be lesser-known beneficiaries of the recent retreat in oil prices, examining whether they offer compelling exposure to cheaper energy, or whether the market has already priced in the upside. We also asked each guest to nominate a stock they see as an unexpected winner from the fall in oil prices. This episode was filmed Wednesday 24th June…

People in this episode

Host: Anna Dadic

Guests: Henry Jennings, Michael Wayne

Topics covered

• ASX stocks
• oil prices
• investing
• market analysis
• economic impact

Mentioned in this episode

Organizations: Marcus Today, Medallion Financial

Products: Brent crude

Places: Middle East

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