Crisis Fatigue: Have Investors Tuned Out Risk?

About this episode

The episode explores whether current market resilience is a sign of complacency among investors amidst ongoing geopolitical tensions and rising oil prices.

Markets are rallying. Oil is rising. War is ongoing. And yet, investors seem to be moving on. In this episode of the Global Thinking Podcast , Rob Duncan sits down with Forstrong Lead Portfolio Manager David Kletz to unpack the biggest question facing markets today. Is this resilience — or complacency? While headlines focus on conflict in the Middle East, the real story is unfolding beneath the surface. Oil shocks are feeding into inflation, central banks are losing flexibility, and market leadership is beginning to shift in ways that could redefine this cycle. But history offers a warning. Most geopolitical crises feel like turning points. Very few actually are. Rob and David break down what matters and what doesn't: Why this isn't the 1970s How oil shocks really impact markets Why global growth may be stronger than it looks The risks hiding in valuations and market concentration And where investors should be looking for opportunity Because in markets, the biggest mistakes often come from focusing on what feels urgent — instead of what actually drives returns. Chapters 00:10 - Introduction to Global Thinking 01:07 - Market Overview: Iran Shock and Oil Prices 02:23 - Discussion…

People in this episode

Host: Rob Duncan

Guest: David Kletz

Topics covered

• market resilience
• oil prices
• inflation
• geopolitical risks
• investment opportunities

Keywords

• Crisis Fatigue
• investors
• oil shocks
• inflation
• market trends
• geopolitical crises
• investment strategy

Mentioned in this episode

Organizations: Forstrong Global Asset Management

Places: Middle East, Japan, China

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