Middle East tensions are driving uncertainty across oil, markets, and the global economy. We break down the gap between current and future oil prices, risks in the Strait of Hormuz, and how escalating U.S. involvement—alongside differing goals with Israel and potential Gulf participation could impact markets.

We also cover slowing GDP, rising inflation pressures, and key signals from interest rates. Finally, we focus on what it means for investors—avoiding recency bias, staying disciplined, and aligning strategy with long-term goals.

War in the Middle East is rattling the global economy—and the markets are taking notice. In this episode, we examine how the conflict with Iran could trigger an oil shock and what it may mean for stocks, inflation, and economic growth. We also explore the rising risk of stagflation as energy and food prices climb, and how supply shocks can push inflation higher while slowing the economy. Finally, we discuss the broader backdrop of rising U.S. debt, the “Fourth Turning” framework shaping today’s geopolitical tensions, and tactical strategies investors may consider as volatility increases.

In this episode, we cover the latest geopolitical and economic risks, market trends, and infrastructure opportunities shaping the U.S. and global economy. We discuss the potential impact of the Iran conflict on oil and energy markets, including the Straits of Hormuz, global supply, and U.S. strategic reserves. We break down current market dynamics, including sector rotations, sideways trading, and comparisons to the dot-com era. Plus, Michael Underhill joins us to explain the infrastructure catch-up, three major investment waves in energy, transportation, and digital systems, the AI-driven surge in power demand, the tech spending arms race, and why we’re only in the early innings of a long-term investment cycle.