{"podcast":{"title":"The Investment Perspective, with Ninety One","slug":"the-investment-perspective-with-ninety-one-7065967","podcast_index_feed_id":7065967,"rss_url":"https://feeds.acast.com/public/shows/6704f63a835696b02f258dd3","website_url":"http://www.ninetyone.com","image_url":"https://assets.pippa.io/shows/6704f63a835696b02f258dd3/1729234066562-7bff2f09-4614-4f18-abdc-1ee1fdcfb86f.jpeg","author":"Ninety One","episode_count":97,"summary":"Discover the latest local and global investment and industry insights from the only global asset manager rooted in South Africa. At Ninety One, our global reach becomes your investment edge. Tune in, subscribe, and unlock expert perspectives with every new episode. Ninety One is an authorised financial services provider. Hosted on Acast. See acast.com/privacy for more information.","last_synced_at":"2026-07-31T02:17:33.154263+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967"},"episode":{"title":"#70 War risk and oil spikes: Shock, sell-off… or opportunity?","slug":"70-war-risk-and-oil-spikes-shock-sell-off-or-opportunity","published_at":"2026-03-04T11:53:13+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/70-war-risk-and-oil-spikes-shock-sell-off-or-opportunity","show_page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967","url":"https://shows.acast.com/the-investment-perspective-with-ninety-one/episodes/71","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69a7ec8147994e3427fd4823/media.mp3","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.","meta_description":"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 jump…","key_points":[],"chapters":[],"topics":[],"duration_seconds":784,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"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","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/70-war-risk-and-oil-spikes-shock-sell-off-or-opportunity.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}