Relative Return Insider: What are the long-term risks as the US-Iran war drags out?

Relative Return Insider: What are the long-term risks as the US-Iran war drags out?

From Wealth Management Podcast Network by Prime Creative Media

April 16, 2026 · 36 min

About this episode

The episode discusses the economic implications of the ongoing US-Iran conflict and its effects on oil supply and Australia's economy.

In this episode of Relative Return Insider, host Keith Ford and AMP chief economist Shane Oliver break down the economic fallout from the ongoing US–Iran conflict and the second layer of blockade stopping oil from flowing through the Strait of Hormuz. Oliver explains the downstream impacts of an extended conflict, how long Australia can continue before stringent restrictions on petrol would need to be implemented, and whether a fire at one of Australia's two remaining oil refineries will further compound the issue. Tune in to hear: What the government may be targeting for next month's budget. Whether the strong unemployment result will drive a rate hike at the May RBA meeting. Why markets seem unconcerned about Trump applying pressure to the Fed's independence.

People in this episode

Host: Keith Ford

Guest: Shane Oliver

Topics covered

  • US-Iran conflict
  • economic fallout
  • oil supply
  • petrol restrictions
  • RBA meeting
  • market reactions

Keywords

  • US-Iran war
  • economic fallout
  • oil supply
  • petrol restrictions
  • RBA meeting
  • Shane Oliver
  • Keith Ford

Mentioned in this episode

Organizations: AMP

Places: Australia, Strait of Hormuz

More episodes of Wealth Management Podcast Network

Explore listener stats, chart rankings, contacts and more on the Wealth Management Podcast Network podcast page.