The Market and Geopolitical Impact of the Iran Conflict

Greg and Doug analyze the recent escalation in Iran-US-Israel tensions, discussing modern military actions, market reactions, and future implications. They also break down how geopolitical shocks affect asset classes and the potential long-term outcomes of this conflict.

Key Takeaways

[00:17] - Reactions to the military operations in Iran

[05:30] - Breaking down asset class performance

[10:16] - Oil prices, the Strait of Hormuz, and long-term supply chain/inflation risks

[17:41 - Modern military tactics and what comes next

View Transcript

Links

Military Conflicts Mostly Haven't Held Up Long-Term Stock Growth

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Doug Stokes

Greg Stokes

Stokes Family Office

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