The Clark Howard Podcast 03.24.26 Clark + Wes: Investing During Global Conflict & Sneaky Risks of Private Credit
24 snips
Mar 24, 2026 They discuss how Middle East conflict and oil spikes can ripple through markets and consumer prices. The conversation covers which regions might gain or lose from energy shocks and how consumer behavior shifts over time. They warn about private credit risks, explain why flashy double-digit yields can be traps, and urge caution around retail products that mask hidden liquidity and fee problems.
AI Snips
Chapters
Transcript
Episode notes
Energy Price Shock Helps Some States And Hurts Others
- High energy prices create mixed effects across U.S. states; energy producers like Texas and North Dakota benefit while import-dependent regions suffer.
- Wes Moss highlights that domestic producers see GDP boosts even as consumers face higher costs.
Higher Oil Can Delay Fed Rate Cuts
- Rising oil can keep inflation elevated and constrain the Federal Reserve from cutting rates.
- Clark notes higher oil pushes CPI up and has already moved market expectations away from early 2026 rate cuts.
Avoid Emotional Selling During Market Panic
- If you're far from needing the money, avoid moving to cash after a market wobble; you usually miss the rebound.
- Know your time horizon and resist emotional selling during headline-driven pullbacks.