Rates Up, Chaos Rising—Why Markets Still Won’t Break

About this episode

KP discusses the complex market backdrop influenced by geopolitical tensions, oil risks, and AI scarcity.

Uncertainty, Oil Risk, and AI Scarcity: Markets at a Crossroads From Las Vegas to Corona, California, KP checks in during a week where geopolitical tension, Fed uncertainty, and rapid AI expansion collided—creating one of the most complex backdrops for markets in recent memory. With conflict impacting key oil routes and headlines shifting by the hour, volatility has returned across stocks, bonds, and commodities. In this episode, KP breaks down how disruptions tied to the Strait of Hormuz a...

People in this episode

Host: Kevin Peranio

Topics covered

• geopolitical tension
• market volatility
• oil risk
• AI expansion
• economic uncertainty

Keywords

• markets
• geopolitical tension
• oil routes
• AI
• volatility
• stocks
• bonds
• commodities

Mentioned in this episode

Places: Las Vegas, Corona, California, Strait of Hormuz

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