In this episode of the Global Markets Podcast, host Jack breaks down the escalating US-Israel conflict with Iran—now in its second week as of March 8, 2026—and its massive ripple effects on global financial markets.

We cover:

• Oil surge: Brent to $82, WTI at $71 highs, Strait of Hormuz disruptions, and forecasts for $100+ crude if prolonged
• Commodities shifts: European gas futures +70%, gold rallying to $5,400/oz as safe-haven
• Equity reactions: US indices volatile (Dow -800 points initially), defense stocks up, airlines and travel down
• Inflation & policy outlook: Fed/ECB rate cut delays, recession tail risks if oil hits $130
• Investor strategies: Positioning in energy, gold, and non-cyclicals amid geopolitical uncertainty

Perfect for worldwide investors tracking how Middle East tensio ...