Are investors getting the Iran conflict wrong? With Robin Brooks

Are investors getting the Iran conflict wrong? With Robin Brooks

March 5, 2026 · 27 min

About this episode

The episode discusses the mispricing of risks in the markets due to the Iran conflict and compares it to the economic impact of the Russia-Ukraine war.

Markets haven’t exactly been calm since the conflict in Iran started. But are they mispricing the risks of a bigger economic blow-up? And how does this conflict compare with what happened after Russia invaded Ukraine? Host Soumaya Keynes discusses these questions with Robin Brooks, author of the Shadow Price Macro substack and senior fellow in the Global Economy and Development program at the Brookings Institution.  Subscribe to Soumaya's show on  Apple ,  Spotify ,  Pocket Casts  or wherever you listen. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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