Every major index has flipped bearish. Inflation impulses are cannibalizing growth and the market is drifting toward a stagflation threshold. In this episode we break down the Iran oil shock, the Strait of Hormuz fallout, and why this sell off is not just about the war. AI CapEx risks are lurking beneath the surface, financials were bleeding before a single missile launched. We also talk gold positioning ahead of a potential stagflation regime pivot and what needs to happen for the bulls to flip the script.Free Discord to ask us questions: www.market-radar.comEpisode 209