About this episode
Hugh Hendry discusses the paradox of rising stock prices amidst geopolitical tensions and the challenges investors face when their narratives don't align with market performance.
Send us Fan Mail the strangest part of the last few weeks is not the headlines about iran, the strait of hormuz, or "financial war". the strangest part is the price. while the front pages sound confident that risk should be melting stocks down, the s&p 500 and nasdaq act like they already know how this ends, and they keep moving higher. i dig into that uncomfortable moment every investor recognises: being right on your story but wrong in your p&l, and what to do when the tape gives th...
People in this episode
Host: Hugh Hendry
Topics covered
- investing
- financial markets
- risk management
- stock analysis
- economic indicators
Keywords
- investing
- S&P 500
- NASDAQ
- financial war
- risk
- P&L
- market trends
Mentioned in this episode
Organizations: S&P 500, NASDAQ
Places: Iran, Strait of Hormuz
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