Charlie Harary interviews RXR CEO Scott Rechler about heightened global volatility, focusing on the prolonged Iran conflict, oil prices, and supply chain disruption, and why US markets and businesses seem relatively complacent as the S&P and Nasdaq hit new highs. Rechler outlines possible reasons, including US economic resilience, AI-driven growth, and investors buying through noise, while warning that impacts may simply not have hit yet and noting that Europe is already feeling more immediate fuel shortages and higher prices. He argues leaders must get comfortable operating amid constant disruption without becoming complacent, separating noise from signals, building feedback loops, and being ready to make real-time audibles as conditions change. He cautions that patterns like "buy the dip" can fail, as seen in past crashes, and recommends balancing preparedness with avoiding panic-induced paralysis.
