Sign up to save your podcasts
Or
Share Markets Amid Conflict Part 1: How Global Instability Shapes Your Portfolio
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Markets Amid Conflict Part 1: How Global Instability Shapes Your Portfolio
How Does Global Instability impact investment Markets And Activity?
When the news cycle feels like a firehose, it’s easy to assume markets must fall. We cut through the noise and look at what actually moves portfolios: the flow of energy and materials, the integrity of supply chains, and the policy choices that shape costs, margins, and long-term competitive edges. From Russia–Ukraine to tensions in the Middle East, we examine why equities can keep climbing when the economic plumbing still works and demand remains resilient.
Our conversation zeroes in on the economic rivalry that matters most for investors: the U.S. and China. We break down tariffs, export controls, IP enforcement, and the race for AI and semiconductor leadership—factors that now sit at the core of valuation. You’ll hear how policy continuity across administrations changed the game for global manufacturing, why concentration risk in Taiwan’s chip ecosystem is a security issue as much as a market one, and what the multi-year path to onshore capacity really looks like.
We also revisit the legacy of offshoring and the realities of reshoring in an automated era. The jobs returning aren’t identical to the ones that left, but the ecosystem around new plants—construction, services, logistics, and specialized maintenance—can revive communities and diversify local economies. For investors, that translates into watching capital expenditures, utility upgrades, and the suppliers that cluster around advanced manufacturing hubs. Throughout, we share practical ways to stay grounded: prioritize companies with pricing power and multi-sourced inputs, diversify across regions and factors, and avoid trading every headline surge.
If you value clear thinking over panic, you’ll leave with a sharper framework for navigating geopolitical risk. Subscribe, share this episode with a friend who doomscrolls, and leave a review telling us which risk you’re watching most closely.
To learn more about B&H Wealth Strategies visit:
https://www.BHRetire.com
B&H Wealth Strategies
423-247-1152
Securities and advisory services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Silver Oak and B&H Wealth Strategies are not affiliated. http://www.finra.org/ http://www.sipc.org/
View all episodes
By Jeff BinghamHow Does Global Instability impact investment Markets And Activity?
When the news cycle feels like a firehose, it’s easy to assume markets must fall. We cut through the noise and look at what actually moves portfolios: the flow of energy and materials, the integrity of supply chains, and the policy choices that shape costs, margins, and long-term competitive edges. From Russia–Ukraine to tensions in the Middle East, we examine why equities can keep climbing when the economic plumbing still works and demand remains resilient.
Our conversation zeroes in on the economic rivalry that matters most for investors: the U.S. and China. We break down tariffs, export controls, IP enforcement, and the race for AI and semiconductor leadership—factors that now sit at the core of valuation. You’ll hear how policy continuity across administrations changed the game for global manufacturing, why concentration risk in Taiwan’s chip ecosystem is a security issue as much as a market one, and what the multi-year path to onshore capacity really looks like.
We also revisit the legacy of offshoring and the realities of reshoring in an automated era. The jobs returning aren’t identical to the ones that left, but the ecosystem around new plants—construction, services, logistics, and specialized maintenance—can revive communities and diversify local economies. For investors, that translates into watching capital expenditures, utility upgrades, and the suppliers that cluster around advanced manufacturing hubs. Throughout, we share practical ways to stay grounded: prioritize companies with pricing power and multi-sourced inputs, diversify across regions and factors, and avoid trading every headline surge.
If you value clear thinking over panic, you’ll leave with a sharper framework for navigating geopolitical risk. Subscribe, share this episode with a friend who doomscrolls, and leave a review telling us which risk you’re watching most closely.
To learn more about B&H Wealth Strategies visit:
https://www.BHRetire.com
B&H Wealth Strategies
423-247-1152
Securities and advisory services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Silver Oak and B&H Wealth Strategies are not affiliated. http://www.finra.org/ http://www.sipc.org/