About this episode
The episode discusses record highs in Wall Street amidst geopolitical tensions and corporate earnings.
Wall Street is celebrating record highs following President Trump's U.S.-Iran ceasefire extension and a stellar earnings season fueled by major beats. However, with the Strait of Hormuz effectively closed and Brent crude surging past $100 a barrel, concerns are mounting over whether equity markets are dangerously complacent about escalating geopolitical risks. Miller Tabak's Chief Market Strategist, Matt Maley discusses if these strong corporate fundamentals can outlast an impending energy shock, or if it is finally time for investors to take chips off the table. Produced/Presented: Ryan Huang See omnystudio.com/listener for privacy information.
People in this episode
Host: Ryan Huang
Guest: Matt Maley
Topics covered
- US markets
- geopolitical risks
- corporate earnings
- energy shock
- investing strategies
Keywords
- Wall Street
- record highs
- geopolitical risks
- energy shock
- investing
Mentioned in this episode
Organizations: Miller Tabak
Products: Brent crude
Places: U.S., Iran, Strait of Hormuz
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