War, Oil, and a Market Repricing in Real Time | Protect the Pile: Episode 8
In this episode, RPK, Sam, David & Neil Howe explain why the escalating U.S.-Israel-Iran conflict and closure of the Strait of Hormuz could mark a major turning point for markets. They examine the oil shock, rising stagflation risk, and broader policy fallout, arguing that investors need to get more defensive as geopolitical risk collides with elevated asset prices. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the struct...
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