Seth Rosenthal of Academy Asset Management - When Geopolitics Moves Markets

About this episode

Ben Vaske interviews Seth Rosenthal about the impact of geopolitics on market movements.

This week, our host Ben Vaske talks with Seth Rosenthal, Chief Investment Officer at Academy Asset Management. In this episode, we will discuss how to separate signal from noise in geopolitical headlines, how the conflicts around the Strait of Hormuz may continue to affect the markets, how to consider positioning in light of potential resolutions with Iran and much more.

People in this episode

Host: Ben Vaske

Guest: Seth Rosenthal

Topics covered

• geopolitics
• markets
• investment strategy
• Iran

Keywords

• Strait of Hormuz
• signal vs noise
• market positioning

Mentioned in this episode

Places: the Strait of Hormuz, Iran

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