Dirk Effenberger
Head of investment risk at UBS Chief Investment Office and the podcast's geopolitical analyst, providing analysis on energy market impacts and defense/industrial sector implications.
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Mar 6, 2026 • 23min
Across the Pond: Strait Talk - Trump, Iran, and the global ripples
Kurt Reiman, Head of US Fixed Income and US politics commentator. Dirk Effenberger, Head of Investment Risk and geopolitical analyst. They discuss the US‑Israel‑Iran strikes and near‑term market moves. They explore temporary versus prolonged energy shocks and Europe's high gas exposure. They outline defense and industrial winners from onshoring and shifting US foreign policy.
