# 389. Oil, inflation and uncertainty

Page: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/389-oil-inflation-and-uncertainty
Text version: https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585/389-oil-inflation-and-uncertainty.md
Podcast: [FundCalibre - Investing on the go](https://stenobird.com/podcast/fundcalibre-investing-on-the-go-709585)
Published: 2026-03-25T12:00:00+00:00
Episode link: https://www.buzzsprout.com/1890790/episodes/18905921-389-oil-inflation-and-uncertainty.mp3
Audio file: https://www.buzzsprout.com/1890790/episodes/18905921-389-oil-inflation-and-uncertainty.mp3
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JSON: https://stenobird.com/v1/public/podcasts/fundcalibre-investing-on-the-go-709585/episodes/389-oil-inflation-and-uncertainty
Duration seconds: 1397

## Resource

In this special bonus episode, recorded amid heightened market volatility, Darius and Juliet explore how escalating geopolitical tensions are reshaping the investment landscape. With energy markets at the centre, we explain why disruptions in the Middle East matter so much for global supply, inflation and interest rates. The discussion also covers why traditional defensive assets like gold have struggled, what alternatives investors can consider and how portfolios might be positioned in uncer...

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## Transcript

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