# #70 War risk and oil spikes: Shock, sell-off… or opportunity?

Page: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/70-war-risk-and-oil-spikes-shock-sell-off-or-opportunity
Text version: https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/70-war-risk-and-oil-spikes-shock-sell-off-or-opportunity.md
Podcast: [The Investment Perspective, with Ninety One](https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967)
Published: 2026-03-04T11:53:13+00:00
Episode link: https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/71
Audio file: https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69a7ec8147994e3427fd4823/media.mp3
Processing state: not_requested
JSON: 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
Duration seconds: 784

## Resource

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.

## Actions

- request_transcript: `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.
- read_markdown: `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.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.