Are Markets Just Plain Wrong to Keep 'Looking Through' The Iran War?

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Recorded17 Apr 2026

Publisheromnycontent.com ↗

Handlerec:17909119

Show notes

Markets have continued to hit new highs despite escalating geopolitical tensions and a major energy shock, raising questions about whether investors are underestimating long-term risks such as inflation and rising interest rates. The hosts argue that while markets often look through geopolitical events, today’s slow-burning crisis—combined with weak real income growth and fiscal pressures in countries like the UK—may be more consequential than current optimism suggests.See omnystudio.com/listener for privacy information.

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