Episode
#70 War risk and oil spikes: Shock, sell-off… or opportunity?
- Published
- Mar 4, 2026
- Duration seconds
- 784
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/the-investment-perspective-with-ninety-one-7065967/episodes/70-war-risk-and-oil-spikes-shock-sell-off-or-opportunity/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/70-war-risk-and-oil-spikes-shock-sell-off-or-opportunity.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
The military build-up signalled it was coming, and now markets must grapple with the fallout. As conflict in the Middle East escalates, energy prices jumped, bond yields backed up and investors are reassessing risk. John Stopford explores why spiking oil matters for inflation and monetary policy, how markets typically absorb geopolitical shocks, and why a defensive starting position may create opportunities as volatility unfolds. Hosted on Acast. See acast.com/privacy for more information.