Are Markets Just Plain Wrong to Keep 'Looking Through' The Iran War?
About this episode
The episode discusses whether markets are underestimating the long-term risks associated with the Iran war and other geopolitical tensions.
Markets have continued to hit new highs despite escalating geopolitical tensions and a major energy shock, raising questions about whether investors are underestimating long-term risks such as inflation and rising interest rates. The hosts argue that while markets often look through geopolitical events, today’s slow-burning crisis—combined with weak real income growth and fiscal pressures in countries like the UK—may be more consequential than current optimism suggests. See omnystudio.com/listener for privacy information.
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