How To Manage The Impact From the IRAN War On Your Retirement Portfolio, #299
In episode 299, Ryan Morrissey examines how the Iran war’s surge in oil prices—up roughly 33% since late February—has driven a 6% dip in the S&P 500 and sparked market volatility. He explains why such shocks are often temporary, drawing parallels to past tariff disputes, and offers retirees concrete tactics: buying the dip with cash, rebalancing to target allocations, maintaining automated contributions, trimming underperforming holdings, and using tax‑loss harvesting. Morrissey leverages his CFP expertise to frame these strategies within the broader historical context of market cycles and inflation protection.
'A Golden Period': Seizing the Moment in European Real Estate Credit
The episode examines the resurgence of liquidity in European real estate credit, highlighting how banks have returned to the market alongside well‑capitalized debt funds. Guests Isabel Brennan (LaSalle) and Christian Janssen (Nuveen) explain that while core senior loans are now...
Monday - March 30, 2026
The Dividend Cafe episode dissected the recent market turbulence, highlighting a volatile day where the Dow barely rose while the S&P and Nasdaq fell, and noting the outsized losses in high‑valuation tech and AI stocks like NVIDIA and Palantir. Host...
Kharg Island: What Role Does It Play in Iran’s Economy?
The episode explains that Kharg Island is Iran’s primary oil export hub, handling over 90% of the country’s crude shipments—about 1.7 million barrels a day, or roughly 1.5% of global supply. Experts Humayun Falak Shahi (Kpler) and Dr. Anahita Motazad‑Rad (LSE)...
Lost in FX Translation: The Latest 987 Regs
PwC International Tax Services leaders Doug McHoney and Laura Valestin dissect the latest Section 987 updates introduced by Notice 2026‑17. The new rules replace the legacy framework with a simplified equity‑and‑basis‑pool method for calculating foreign currency gains and losses in...
TIPS Yields Are Super High and Kevin Esler Has Returned to Help You Build a TIPS Ladder Using tipsladder.com
Larry Kotlikoff and TIPS specialist Kevin Esler discuss why today’s high real yields on Treasury Inflation‑Protected Securities (around 2.5% on the 30‑year) make building a TIPS ladder an attractive way to protect retirement income. They explain how the free tool...
Wellington-Altus' Thorne: 'Sell War, Buy Peace' And the Expansion That's Coming
In this episode, host Chuck Jaffe and guests—including Jim Thorne, chief market strategist at Wellington‑Altus Private Wealth, and Vijay Maroglia, CIO of Regal Point Capital—debunk the panic surrounding the Iran‑related oil “terror premium” and AI hype, urging investors to "sell...
The Real Risk Isn’t War- It’s What Comes Next
In this Macro Mondays episode, Mikkel Rostewald and Andreas dissect the ongoing Iran‑U.S. conflict, weighing the likelihood of diplomatic resolution versus a broader military escalation. They examine the immediate market fallout—oil supply disruptions, the impact on by‑products like helium and...
Crude Report: Hormuz Disruptions Put Canadian Export Crude in the Global Spotlight
In this episode Jeff Kralowitz talks with Argus senior reporter John Kordner about how the recent disruptions in the Strait of Hormuz have boosted Canadian heavy crude exports. With freight rates soaring, Canadian grades are now more competitive than Middle‑East...
Credit Crunch: GSAM’s McClain on High Yield Risks, Resilience
In this episode of Credit Crunch, Goldman Sachs’ global co‑head of high yield and bank loans, John McClain, discusses the current state of the below‑investment‑grade market, noting that high‑yield spreads have stabilized in the low‑300 bps range and that double‑B issuers are...
Investors Lose Patience with Iran War & TSA Workers Finally Get Paid
The Brew Daily episode covers the market fallout from the Iran‑Israel conflict, highlighting how the war’s impact on oil supplies has driven a broad sell‑off across stocks, bonds, cash and alternatives, with tech giants like Meta and Microsoft among the...
Fuel on the Fire
The episode examines how the escalating Iran‑Houthi conflict is driving oil prices above $100 per barrel and triggering a sharp market sell‑off. It highlights the G7 finance ministers' meeting, where they will discuss measures such as cutting fuel duties to...
03.30.26 The Credit Bureaus: Errors & Apathy / Sticker Shock: New Smart Phones
In this episode Clark Howard warns listeners that credit report errors are soaring, highlighting a ProPublica study that shows Equifax resolves about 62% of complaints, TransUnion about 33%, and Experian less than 1%. He advises consumers to regularly check their...
Find the Right Financial Planner for You
In this episode of Motley Fool Money, host Robert Brokamp interviews certified financial planner Hannah Moore about how listeners can locate the right financial planner for their needs. Moore explains the shift in the industry toward holistic financial planning, the...
What’s News in Markets: Bearish Bets, Defiant Oil Prices, a Social Media Reckoning
The episode reviews a turbulent week in U.S. markets, highlighting a slide in major indexes as investors bet against the S&P 500 and retail trading activity hits a two‑year low. Big‑tech giants Meta and Alphabet faced landmark lawsuits over harmful...
#701: What Retirement Planning Gets Wrong with Jamie Hopkins
In this episode, host Paula Pant talks with retirement expert Jamie Hopkins about why the traditional "retirement number" and the 4% rule are misleading. Hopkins emphasizes focusing on the income needed for your desired lifestyle, accounting for changing expenses, sequence‑of‑returns...
The Impact of the Iran War on the Asia-Pacific Region
In this episode, RAINN analyst Chase Blazik explains how the Iran war is reshaping security and energy dynamics across the Asia‑Pacific. He details the recent Washington summit between Japan’s Prime Minister Takeichi and President Trump, highlighting Japan’s delicate balancing act...
Weighing Recession Probabilities
In this Inside Economics episode, Mark Zandi and co‑hosts discuss the rising probability of a U.S. recession amid the Iran‑Israel conflict, higher oil prices, and tightening financial conditions. Using a random‑forest model that aggregates dozens of leading indicators—especially labor market...
How We Invest In a Falling Market
In this episode of Motley Fool Money, hosts Travis Hoyam, Lou Whiteman, and Andy Cross dissect the Nasdaq’s 12% drop and the broader market correction, attributing the volatility to geopolitical tensions, soaring oil prices, and uncertainty around AI spending. They...
News From the Frontier: Africa Leads Emerging Market Bond Revival
The episode examines the surprising resurgence of emerging‑market bond issuance, led by African issuers such as Angola and telecom tower firm Helios, while Central‑Eastern European and Middle‑Eastern markets remain largely dormant due to war‑related volatility. George Collard explains why lower‑rated...
Fears of Fuel Shortages Lead to Panic Buying in Australia
The episode examines the recent fuel shortages at Australian petrol stations, attributing the empty pumps largely to panic buying rather than a supply disruption from the Israel‑Iran conflict. Independent station owner Steve Amos describes how demand spiked, forcing wholesalers to...
Beef Market Update: Strong Lean Beef Demand Supports Cattle Prices Despite Boxed Beef Pullback
In this Beef Market Update, Anne Wasco of Gateway Livestock Exchange reports that strong lean‑beef demand is keeping cattle prices firm despite a pullback in boxed beef and a recent packer strike. Cash markets remain steady around $235 live and...
Context Call: March 2026
In this episode, the host analyzes the immediate oil market impact of a potential closure of the Strait of Hormuz, which transports about 20 million barrels per day—roughly one‑fifth of global supply. He explains that this volume creates a market "hole"...
Deal or No Deal? Conflict Drives Oil Volatility and UK Inflation
In this episode, Charlene Young and Tom Sieber dissect how the ongoing Iran conflict is fueling oil price volatility and feeding into UK inflation pressures, while also reviewing the latest UK CPI data and government energy support plans. They highlight...
Calmed by Uncertainty
In this episode of NatWest’s Currency Exchange, FX strategists Brian Dangerfield and Paul Robson examine why major G10 currency markets have remained unusually calm despite the heightened geopolitical risk from the Iran‑related Middle East conflict. They attribute the lull to...
How Capital Cycles Create 100 Baggers (Django Davidson)
In this episode, Django Davidson explains the capital cycle framework—a supply‑focused, mean‑reverting approach to investing that emphasizes measurable supply constraints over demand storytelling. He traces its origins to Jeremy Hosking’s experience with the PC boom, outlines how capital misallocation drives...
Portfolio Trading Is Reshaping Credit - Here's How
In this episode of JP Morgan’s Making Sense, hosts Shaini Das, Gustav Bogle (EMEA head of portfolio trading) and Marcus Imbert (North America head of portfolio solutions) examine how portfolio trading is reshaping global credit markets. They compare the faster‑growing, more transparent North...
Episode 420 Option Trading Podcast March 26, 2026
In this episode of The Weekly Option, host Eric reviews last week’s option trades—including a covered call on Intuitive Machines, a cash‑secured put on W&T Offshore, a credit spread on the iShares Ethereum Trust ETF, and a debit spread on...
255: The Rise of Private Markets: Access, Liquidity, and Portfolio Diversification
Private markets are moving from niche institutional holdings into mainstream wealth management as companies stay private longer and financing shifts away from public exchanges. BlackRock’s Head of Product and Alternatives, Jon Diorio, explained that expanded access and advisor adoption are...
Mar 26 | Commodity Week
In this episode of Commodity Week, panelists Todd Gleason, Dave Chatterton, Kurt Kimmel, and Greg Johnson discuss the current grain market landscape, focusing on headline risks from the Iran‑U.S. conflict, upcoming USDA acreage and stocks reports, and the impact of...
Why Fed Rate Cuts Could Be Pushed Back
In this episode, Morgan Stanley’s chief U.S. economist Michael Gapin and macro strategist Matthew Hornbach dissect the March FOMC meeting, noting the Fed’s decision to hold rates and retain an easing bias while pushing expected rate cuts from June/September to...
Building the First Agentic Brokerage with Leif Abraham, Co-CEO of Public
In this episode, Public’s co‑CEO Leif Abraham explains how the firm is building the first truly agentic brokerage, where AI agents help users construct and manage multi‑asset portfolios, from fractional stocks to bonds, crypto and options. He discusses Public’s shift...
Skippering the Family Enterprise with Purpose and Foresight with Ted Rich
Ted Rich, Chief Growth Officer of Rich Products, oversees demand‑creation strategies for the $6 billion family‑owned food company. He founded the Rich Family Council in 2020 to formalize governance across the business and the broader family enterprise. Rich discusses the multi‑year...
CenterSquare’s Todd Briddell Highlights Alpha Opportunity, Innovation in REIT Market
In this episode, CenterSquare CEO Todd Bridell discusses how the firm’s 30‑year REIT strategy turns market volatility into alpha, consistently outperforming both public benchmarks and private real‑estate products. He explains the shifting dynamics between public REITs and private markets, noting...
Amanda and Nicole Talk Financial Reflections: 2025
In this annual financial recap, Amanda Adams (fiber artist) and Nicole Muller (painter/muralist) break down their 2025 earnings, expenses, and seven income streams, highlighting a $44,000 gross revenue and $8,000 net profit after major home repairs funded by local Baltimore...
Another Power Crisis
In this episode of Plugged In, the hosts examine how the war in Iran is reverberating through Europe’s power markets, reigniting price volatility and testing the resilience of the continent’s energy transition. Julia Demedag outlines Germany’s improved but still gas‑dependent...
Is the Real Estate Reset Stalled, or Just Slower? Insights From Carl Gomez, Chief Economist at Centurion Asset Management Inc.
In this 42‑minute episode, Chief Economist Carl Gomez explains that Canada’s commercial real‑estate market is undergoing a slow “Great Reset” driven by lingering uncertainty, high cap rates and the end of ultra‑low interest rates. While data shows the economy is...
Asian Economies Feel the Pain of the US-Israel War with Iran
The episode examines how the US‑Israel conflict with Iran is driving a fuel crisis that is hitting Asian economies hardest, especially Southeast Asia, where soaring oil and gas prices are inflating food costs and prompting emergency measures. Albert Park of...
Lacking a Withdrawal Plan, Retirees Aren't Living Their Best Lives
In this episode of Money Life, host Chuck Jaffe talks with behavioral scientist Danielle Labotka about research showing retirees rely on overly simple withdrawal strategies, causing them to underspend and miss out on the full value of their savings. He...
Is the Oil Crisis About to Break Global Supply Chains?
In this episode, Ed Elson and Flexport CEO Ryan Peterson discuss the cascading effects of the Strait of Hormuz closure and Red Sea disruptions on global supply chains, highlighting soaring oil, diesel, and fertilizer prices and a 50% rise in...
Centimillionaire Fireside Chat: Top 7 Mistakes Investors Make + 5 Things Only the Ultra-Wealthy Do | Paul Karger
In a fireside chat with Paul Karger, partner at Twin Focus Capital, the podcast outlines the seven most common investor mistakes and five habits that set ultra‑wealthy individuals apart. Karger’s firm, a $12 billion multi‑family office, added over $2 billion in AUM...
California Tax Litigation: Nexus Battles, Retroactive Laws, and Apportionment Disputes
Aprio’s interview with Michael Cataldo delves into California’s tax litigation hot spots, emphasizing the split between business and non‑business income and the contentious throw‑out rule. He illustrates how large transactions can skew the state’s single‑sales‑factor apportionment, prompting taxpayers to consider...
03.25.26 Home Insurance Spy Drones / K-Economy Price Patterns
In this episode Clark Howard discusses the rising costs and invasive tactics of homeowners insurance, highlighting insurers’ use of drones and AI to assess roofs and potentially raise premiums or deny claims. He answers listener questions on special‑needs planning, advising...
Are You Going to Jail for Tax Planning? Tax Attorney Sets the Record Straight
In a recent Small Business Tax Savings Podcast episode, tax attorney Ed Lyon demystifies tax‑risk, explaining why legitimate tax planning rarely leads to jail while fraud does. He highlights that the tax code incentivizes certain behaviors, but poor implementation can...
Why Even the Best Retirement Calculator Is Wrong
In this episode, Roger Whitney critiques the overreliance on retirement‑planning software—especially Monte Carlo engines like Bolden, Money Guide Elite, and eMoney—explaining that they only measure the probability of a portfolio not hitting zero, not the quality of life in retirement....
What's The Difference Between Prepaid Tuition And 529 Plans?
The episode breaks down the key differences between prepaid tuition plans and 529 college savings plans, explaining how prepaid plans lock in today’s tuition rates while 529s function as flexible, tax‑advantaged investment accounts. It highlights the pros and cons of...
Ed Slott IRA Quiz Continued: EDU #2612
In this episode, Jim Saulnier and Chris Stein continue the Ed Slott IRA quiz, testing their knowledge on IRA rules and nuances. They explain recharacterizing IRA contributions, clarifying that the deadline is October 15 of the year after the contribution,...
The Crude Report: Crude on War
In this episode of the Argus Crude Report, Lina Bullock and Mediterranean reporter Eleni Krak discuss how the Middle‑East Gulf War is reshaping crude supplies for European refiners. They explain that Europe faces a loss of roughly 600,000 barrels per...
The Autonomy Economy Is Accelerating
In this episode of Motley Fool Money, hosts discuss the rapid acceleration of the autonomy economy in 2026, covering AI developments at OpenAI and the broader push toward autonomous vehicles and delivery. They critique OpenAI's unclear monetization strategy and its...
The Philippines Declares State of Emergency over Fuel Crisis
The episode reports that the Philippines has declared a national energy emergency as diesel and petrol prices more than double amid the US‑Israel‑Iran conflict, prompting an executive order that lets the government control fuel distribution, purchase supplies, and subsidise costs....