Asset Allocation Bi-Weekly – Wars, Price Shocks, and Inventories (4/17/26)

Asset Allocation Bi-Weekly – Wars, Price Shocks, and Inventories (4/17/26)

April 17, 2026 · 11 min · Episode 306

About this episode

The episode discusses the impact of the war in Iran on corporate supply inventory management and its significance for investors.

The war in Iran is an event that is likely to change for the long term the way corporations manage their supply inventories. Think high instead of just in time. Confluence Chief Market Strategist Patrick Fearon-Hernandez joins Phil Adler to discuss why this matters a lot for investors.

People in this episode

Host: Phil Adler

Guest: Patrick Fearon-Hernandez

Topics covered

Keywords

Mentioned in this episode

Places: Iran

More episodes of Confluence Podcasts

Explore listener stats, chart rankings, contacts and more on the Confluence Podcasts podcast page.