J.P. Smith
Emerging markets and Middle East expert called in as the episode's guest to provide historical and geopolitical context on Iran and discuss regional risks and scenarios.
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Mar 6, 2026 • 1h 15min
War, Oil and Market Volatility: The Iran Conflict Explained
J.P. Smith, an emerging markets and Middle East expert, provides concise historical and geopolitical context on Iran. He discusses recent strikes, regional scenarios and how oil shocks can ripple into inflation and rates. Conversations cover tail risks to shipping and gas, comparisons with past Middle East crises, and potential market and portfolio implications.
