Portfolio Positioning: Energy & Metals Allocation

Louis-Vincent Gave explains the energy risks, oil market implications, and geopolitical shifts shaping the global economy.#geopolitics #china #iran ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------👨‍💼 Guest: Louis-Vincent Gave🏢 Company: Gavekal Research🌐 https://gavekal.com𝕏 @gave_vincent📅 Recording date: March 10th, 2026---------------------📆 Save the Date 📆DEUTSCHE GOLDMESSE May 15 & 16, 2026, in Frankfurt, Germanywww.deutschegoldmesse.com FREE Registration for Investors! ---------------------►► Follow Us! ◄◄Twitter: http://twitter.com/soarfinancialWebsite: http://www.soarfinancial.com/📰 Up-to-Date Commodity Prices & Commentary 📰👉 Clear Commodity Network 👈🌎 https://clearcommodity.net/ 🌎---------------------00:00 Iran War & Global Economy01:05 Energy Drives Economic Growth02:05 Asia’s Dependence on Middle East Oil03:05 Why China Is Less Vulnerable04:20 U.S.–China Geopolitical Impact06:00 China’s Energy Strategy09:00 China’s Position on Iran13:10 Strait of Hormuz Risk17:00 Oil Price Volatility21:00 Global Supply Chain Shock23:00 What Success in Iran Looks Like26:30 Winners of the Crisis28:30 Portfolio Strategy: Energy & Metals**Disclaimer:**Some of the links presented might be affiliate links. We might receive a commission if a purchase is made using those links! Unless specifically disclosed, all information available on Soar Financial and its affiliates or partners should be considered as non-commercial in nature. None of the content produced by Soar Financial should be considered an endorsement, offer or recommendation to buy or sell securities. Soar Financial is not registered with any financial or securities regulatory authority in Canada, the US, Europe, or the UK, and does not provide, nor claim to provide, investment advice or recommendations to any consumer of the content that Soar Financial produces and publicizes. Always do your own due diligence and/or consult a qualified legal, tax, or investment professional if personal advice is deemed necessary.Soar Financial and its related companies (including its directors, employees, and representatives) or a connected person may hold equity positions in securities detailed in communications. When this occurs a disclosure will be made. Disclosures on social media will be made using the hashtag #coi (short for conflict of interest).Soar Financial, its affiliates, and their respective directors, officers, employees, or agents expressly disclaim any liability for losses or damages, whether direct, indirect, special, or consequential, or other consequences, howsoever caused, arising out of any use or reproduction of this site or any decision made or action taken in reliance upon the produced content of Soar Financial, whether authorized or not. By accessing Soar Financial’s content, each consumer of Soar Financial content releases Soar Financial, its affiliates, and their respective officers, directors, agents, and employees from all claims and proceedings for such losses, damages, or consequences.#oil #iranwar #chinaeconomy #energycrisis #oilprice #middleeast #inflation #globalmarkets #commodities #gold #energymarkets #geopolitics #oilandgas #economics #supplychains #brentcrude #energysecurity #asiamarkets #investmentstrategy #stockmarket #macroeconomics #globaltrade #straitofhormuz #oilshock #soarfinancially