# #275 | Why the Risks of Valuations, Risk of War, And Sclerotic Economy Are Quietly Reshaping Your Portfolio in 2026 - Financial Literacy, Financial Advisors & Wealth

Page: https://stenobird.com/podcast/make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183/275-why-the-risks-of-valuations-risk-of-war-and-sclerotic-economy-are-quietly-reshaping-your-portfolio-in-2026-financial-literacy-financial-advisors-wealth
Text version: https://stenobird.com/podcast/make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183/275-why-the-risks-of-valuations-risk-of-war-and-sclerotic-economy-are-quietly-reshaping-your-portfolio-in-2026-financial-literacy-financial-advisors-wealth.md
Podcast: [Make Better Wealth Decisions: How Financial Advisor's Blind Spots Can Hurt Your Investments in a Rapidly Changing World](https://stenobird.com/podcast/make-better-wealth-decisions-how-financial-advisor-s-blind-spots-can-hurt-your-investments-in-a-rapidly-changing-world-7118183)
Published: 2026-05-14T09:00:00+00:00
Episode link: https://app.talkshoe.com/show/bullshift-the-podcast
Audio file: https://episodes.captivate.fm/episode/e142d03f-52e5-4469-b2ea-5666f2cec5ba.mp3
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Duration seconds: 1534

## Resource

Have markets become disconnected from reality—or are investors correctly pricing in geopolitical shocks, high valuations, and a slow-growth global economy? In this episode, a veteran investment expert breaks down how today’s markets are being shaped by inflation pressures, geopolitical instability, and long-term structural shifts that many investors may be overlooking. You’ll learn how these forces interact and why traditional signals may no longer behave the way they used to. How war-driven supply shocks and inflation pressures can reshape global asset pricing Why elevated valuations may signal weaker long-term returns, even if markets keep rising How a “sclerotic” low-growth economy changes the rules for investing, diversification, and risk If you want to understand what may actually be driving markets beneath the surface—and how to position yourself accordingly—this episode is essential listening. Worried about the current investment climate and your money? Click the link below and book a call for personalized advice to help you feel secure and protected about your retirement: https://makebetterwealthdecisions.s.gy/podcast John De Goey's Books. Grab your copy from Amazon: Bullshift: How Optimism Bias Threatens Your Finances STANDUP to the Financial Services Industry The Professional Financial Advisor IV

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