{"podcast":{"title":"Investec Focus Radio SA","slug":"investec-focus-radio-sa-680399","podcast_index_feed_id":680399,"rss_url":"https://iono.fm/rss/chan/4183","website_url":"https://www.investec.com/en_za/focus.html","image_url":"https://cdn.iono.fm/files/p374/logo_4183_20250910_203103_1400.jpeg","author":"Investec","episode_count":150,"summary":"Investec Focus Radio South Africa features conversations between leading minds from within Investec and other experts on economic, investment and business topics in addition to issues that go beyond wealth.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/investec-focus-radio-sa-680399"},"episode":{"title":"Macro Monday Ep108: Disconnect between energy and equity markets","slug":"macro-monday-ep108-disconnect-between-energy-and-equity-markets","published_at":"2026-03-16T08:08:00+00:00","page_url":"https://stenobird.com/podcast/investec-focus-radio-sa-680399/macro-monday-ep108-disconnect-between-energy-and-equity-markets","show_page_url":"https://stenobird.com/podcast/investec-focus-radio-sa-680399","url":"https://iono.fm/e/1655838","audio_url":"https://dts.podtrac.com/redirect.m4a/dl.iono.fm/epi/prov_374/epi_1655838_medium.m4a?p=rss","summary":"With uncertainty over how long, the Iranian conflict will last, it’s not just the oil market that’s been affected. Natural gas prices have risen, but so too have grain and aluminium prices, pointing to inflation pressures in the coming months. However, as Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, highlights, global equities are only 2% down, implying that equity investors expect a quick reopening of the Strait of Hormuz. Investec Focus Radio SA","meta_description":"With uncertainty over how long, the Iranian conflict will last, it’s not just the oil market that’s been affected. Natural gas prices have risen, but so t…","key_points":[],"chapters":[],"topics":[],"duration_seconds":686,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/investec-focus-radio-sa-680399/episodes/macro-monday-ep108-disconnect-between-energy-and-equity-markets/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/investec-focus-radio-sa-680399/macro-monday-ep108-disconnect-between-energy-and-equity-markets.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}