In this episode, I rant about the US-Israel war with Iran dragging into its third week—no end in sight. The Strait of Hormuz remains choked, oil prices are volatile above $100 (with spikes near $120), global supply disruptions hit historic levels, inflation fears are mounting, and equities are swinging wildly with defensive rotations and weekly losses. From Trump's "ahead of schedule" claims to fresh strikes and retaliatory hits, here's how the chaos is rippling through Wall Street, energy stocks, bonds, and the broader economy. Essential listen for anyone tracking geopolitical risk in the markets.

In this episode of the Global Markets Podcast, host Jack breaks down the escalating US-Israel conflict with Iran—now in its second week as of March 8, 2026—and its massive ripple effects on global financial markets.

We cover:

• Oil surge: Brent to $82, WTI at $71 highs, Strait of Hormuz disruptions, and forecasts for $100+ crude if prolonged
• Commodities shifts: European gas futures +70%, gold rallying to $5,400/oz as safe-haven
• Equity reactions: US indices volatile (Dow -800 points initially), defense stocks up, airlines and travel down
• Inflation & policy outlook: Fed/ECB rate cut delays, recession tail risks if oil hits $130
• Investor strategies: Positioning in energy, gold, and non-cyclicals amid geopolitical uncertainty

Perfect for worldwide investors tracking how Middle East tensions drive energy prices, equity rotations, and central bank decisions. Stay informed—trade smart.

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Straight from the heart: The US and Israel launched devastating strikes on Iran, eliminating Supreme Leader Ayatollah Ali Khamenei and key regime figures in a bold operation. Iran fires back with missiles and drones targeting Israel, US bases, and Gulf states—claiming lives, including three American troops. Combat continues, with Trump vowing to press on. This episode focuses on the money side: soaring oil prices (Brent eyed for sharp jumps), disrupted shipping through the Strait of Hormuz, falling stock futures (Dow/S&P/Nasdaq down pre-open), flight to gold/Treasuries, and rising global inflation risks. How this geopolitical shock could reshape equities, energy, and portfolios worldwide. Worldwide listeners: Stay informed on the financial ripple effects.