{"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":"#72 When geopolitics shuts the taps","slug":"72-when-geopolitics-shuts-the-taps","published_at":"2026-03-10T07:45:51+00:00","page_url":"https://stenobird.com/podcast/the-investment-perspective-with-ninety-one-7065967/72-when-geopolitics-shuts-the-taps","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/72-when-geopolitics-shuts-the-taps","audio_url":"https://sphinx.acast.com/p/open/s/6704f63a835696b02f258dd3/e/69aec241869afb111dff616c/media.mp3","summary":"Oil markets have been jolted by a sharp escalation in the Middle East, pushing prices higher and disrupting flows through the vital Straits of Hormuz. Paul Gooden explains how the effective closure of this key route is squeezing global supply, driving volatility across energy markets. With outcomes ranging from a temporary spike to a more sustained period of higher prices, inventories, demand destruction and geopolitics will ultimately determine where oil settles.  Hosted on Acast. See acast.com/privacy for more information.","meta_description":"Oil markets have been jolted by a sharp escalation in the Middle East, pushing prices higher and disrupting flows through the vital Straits of Hormuz. Pau…","key_points":[],"chapters":[],"topics":[],"duration_seconds":657,"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/72-when-geopolitics-shuts-the-taps/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-7065967/72-when-geopolitics-shuts-the-taps.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}