{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Sell First, Ask Questions Later: A Crash Course in Oil Shocks","description":" In this episode of the Global Thinking Podcast Rob Duncan sits down with Forstrong CEO & CIO, Tyler Mordy, to unpack the market reaction to the escalating conflict involving Iran and why investors may be focusing on the wrong risk.   When geopolitical shocks hit, markets tend to do what they always do: sell first and ask questions later. But history suggests most conflicts don\u2019t leave a lasting mark on markets. The real question isn\u2019t the headlines, it\u2019s whether this turns into something more consequential. The answer, as Tyler explains, comes down to one key transmission channel: oil.   This episode is a crash course in how oil shocks impact the global economy, from inflation and central bank policy to growth and market stability. They also tackle the bigger question: are we facing a 1970s-style energy crisis, or is today\u2019s global economy more resilient than investors fear?   From Trump-era \u201cTACO\u201d trade dynamics to the evolution of supply-driven inflation shocks, this conversation cuts through the noise and focuses on what really matters.   Because in moments like this, it\u2019s not about reacting to headlines. It\u2019s about understanding which risks actually move markets.       Episode Timestamps 00:00 \u2013 Opening monologue: Markets, uncertainty, and why this moment feels different 02:15 \u2013 Setting the stage: What\u2019s happening with Iran and global markets 05:00 \u2013 Initial market reaction: Sell first, ask questions later 07:30 \u2013 Do geopolitical events actually matter for markets? 10:15 \u2013 The real transmission mechanism: Why oil is everything 13:30 \u2013 Oil shocks explained: How they impact inflation and growth 17:00 \u2013 Are we heading back to a 1970s-style energy crisis? 20:30 \u2013 Why today\u2019s economy is more resilient to oil shocks 24:00 \u2013 Supply shocks vs demand shocks: A new market regime 27:30 \u2013 Trump, TACO trades, and policy uncertainty 30:30 \u2013 What markets are missing right now 33:30 \u2013 Key signals to watch: oil curve, inflation expectations, financial conditions 37:00 \u2013 The role of the US dollar in times of stress 39:30 \u2013 Portfolio implications: what investors should (and shouldn\u2019t) do 42:30 \u2013 Why it may be too early to de-risk portfolios 45:00 \u2013 Final thoughts: reacting vs staying disciplined   Disclosures: https:\/\/forstrong.com\/disclosures\/    Global Thinking Podcast Series - https:\/\/forstrong.com\/podcast\/    Global Thinking Insights - https:\/\/forstrong.com\/insights\/    Who is Forstrong Global - https:\/\/forstrong.com\/who-we-are\/    Ask Forstrong - https:\/\/forstrong.com\/category\/ask-forstrong\/    Invest With Us - https:\/\/forstrong.com\/invest-with-us\/   Thank for you listening, please considering leaving a review and subscribing for future episodes. For any questions, comments or suggested topics please reach out to Rob Duncan, rduncan@forstrong.com         ","author_name":"Global Thinking","author_url":"http:\/\/forstrong.libsyn.com\/website","html":"