This episode explores how geopolitical conflicts affect investment portfolios, focusing on asset-class reactions, historical oil shocks, and strategic asset allocation to manage risk effectively.

Topics Covered in this Episode

00:00 Understanding Energy Wars and Investment Impacts

01:38 Asset Class Reactions to Conflict

05:58 Historical Oil Shocks and Market Responses

09:11 Analyzing Current Market Trends

10:49 Investment Strategies During Turbulent Times

13:28 Planning for Long-Term Financial Goals

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