Sign up to save your podcastsEmail addressPasswordRegisterOrContinue with GoogleAlready have an account? Log in here.
April 22, 2026Episode 68 - March 202615 minutesPlayIn this month's episode, we cover these topics:Market Overview (starts at 02:00)Portfolio Updates (03:01)Market Impact of Geopolitical Conflict (03:45)Impact on Oil Prices (06:11)Geopolitical Risks to Portfolios (8:36)Structural Risks to Portfolios (10:27)Understanding Normal Market Behavior (11:46)Looking ahead (13:38)...moreShareView all episodesBy Ryan Sheffer and Derek Van Solkema511 ratingsApril 22, 2026Episode 68 - March 202615 minutesPlayIn this month's episode, we cover these topics:Market Overview (starts at 02:00)Portfolio Updates (03:01)Market Impact of Geopolitical Conflict (03:45)Impact on Oil Prices (06:11)Geopolitical Risks to Portfolios (8:36)Structural Risks to Portfolios (10:27)Understanding Normal Market Behavior (11:46)Looking ahead (13:38)...more
In this month's episode, we cover these topics:Market Overview (starts at 02:00)Portfolio Updates (03:01)Market Impact of Geopolitical Conflict (03:45)Impact on Oil Prices (06:11)Geopolitical Risks to Portfolios (8:36)Structural Risks to Portfolios (10:27)Understanding Normal Market Behavior (11:46)Looking ahead (13:38)
April 22, 2026Episode 68 - March 202615 minutesPlayIn this month's episode, we cover these topics:Market Overview (starts at 02:00)Portfolio Updates (03:01)Market Impact of Geopolitical Conflict (03:45)Impact on Oil Prices (06:11)Geopolitical Risks to Portfolios (8:36)Structural Risks to Portfolios (10:27)Understanding Normal Market Behavior (11:46)Looking ahead (13:38)...more
In this month's episode, we cover these topics:Market Overview (starts at 02:00)Portfolio Updates (03:01)Market Impact of Geopolitical Conflict (03:45)Impact on Oil Prices (06:11)Geopolitical Risks to Portfolios (8:36)Structural Risks to Portfolios (10:27)Understanding Normal Market Behavior (11:46)Looking ahead (13:38)