# Conflict and Capital Flows: How the Middle East Is Repricing Global Risk

Page: https://stenobird.com/podcast/tcw-investment-perspectives-6367683/conflict-and-capital-flows-how-the-middle-east-is-repricing-global-risk
Text version: https://stenobird.com/podcast/tcw-investment-perspectives-6367683/conflict-and-capital-flows-how-the-middle-east-is-repricing-global-risk.md
Podcast: [TCW Investment Perspectives](https://stenobird.com/podcast/tcw-investment-perspectives-6367683)
Published: 2026-03-19T19:16:29+00:00
Episode link: https://share.transistor.fm/s/3cd066ee
Audio file: https://media.transistor.fm/3cd066ee/6bca3c62.mp3
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JSON: https://stenobird.com/v1/public/podcasts/tcw-investment-perspectives-6367683/episodes/conflict-and-capital-flows-how-the-middle-east-is-repricing-global-risk
Duration seconds: 1035

## Resource

TCW’s Anisha Goodly speaks with Dave Robbins and Ruben Hovhannisyan about the market impact of the escalating Middle East conflict, from oil prices and inflation expectations to emerging market debt and portfolio positioning.

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## Transcript

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