In this conversation with David Woo of David Woo Unbound, we discuss why markets may be misreading the war with Iran, how oil, equities, and bond yields are reacting, and why David believes this conflict could last longer and become messier than many investors expect. He explains why the market is treating this as a temporary inflation shock, why that may be the wrong read, and how Trump, China, and the Strait of Hormuz all factor into the bigger geopolitical picture.
What makes this discussion different is that David does not just offer a surface-level take on the conflict. He lays out how he thinks large investors are positioning, why he believes oil risk is still not fully priced, and what outcomes could matter most for markets from here. We also discuss his upcoming book, a financial thriller built around globalization, political polarization, and the forces that shaped the world investors are navigating today.
Information for this story was found via the sources and companies mentioned. The author has no securities or affiliations related to the organizations discussed. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.
