Michael Shaoul
Portfolio manager at Ion Asset Management who discusses market volatility, asset allocation, commodities, and the investment implications of geopolitical fragmentation.
Best podcasts with Michael Shaoul
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Mar 3, 2026 • 38min
Oil Surges as Iran War Disrupts Supplies
Becca Wasser, defense analyst on U.S. strikes and Iranian missile and drone threats. Michael Shaoul, portfolio manager focused on market volatility and commodities. Ali Safavi, Iranian opposition leader addressing regime transition. Win Thin, macro economist on growth and inflation amid shocks. Ellen Wald, energy expert on Gulf oil infrastructure risks. They discuss supply disruptions, shipping and insurance strains, market positioning, and geopolitical spillovers.
Nov 8, 2024 • 4min
Single Best Idea with Tom Keene: James Stavridis & Michael Shaoul
Admiral James Stavridis, a former Supreme Allied Commander of NATO and author, shares his insights on national security while Michael Shaoul, Chairman of ION Asset Management, discusses global market trends. They dive into the contrasts between futures and equity markets, emphasizing how political events shape financial landscapes. The conversation also navigates the complex U.S.-China relations, detailing Xi Jinping's challenges in restoring economic confidence and drawing parallels with historical leaders during crises.
