Michelle Makori, President & Editor-in-Chief, Miles Franklin Media, sits down with David Woo, Founder of global macro advisory firm David Woo Unbound and the author of ‘Merry-Go-Round Broke Down’ to discuss why markets may be dangerously underestimating what comes next in the Iran war.
Recent developments have already shaken markets, with oil supply disruptions and geopolitical tensions driving volatility across global equities and commodities. But according to Woo, the biggest risk may still lie ahead.
In this episode of The Real Story with Michelle Makori
– Why markets may be mispricing the Iran war
– Is this really a proxy war between the U.S. and China?
– Why Trump may not be able to back down
– The risk of ground escalation and what it means for markets
– Could this be the trigger that sends stocks lower?
– Why Woo is turning more defensive and watching for a move into cash
#Iran #war #markets #investing #Trump #stocks #gold
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00:00 Coming Up
01:55 Introduction
03:27 Why Trump Won’t Back Down
09:25 China’s Support Evidence
11:35 Oil and Petrodollar Stakes
17:25 Why Ground Assault Looms
23:34 Market Trigger and Oil Shock
29:22 Regime Change and Who Runs Iran
41:39 BRICS Threat To Dollar
43:09 Reserve Currency Privilege
46:52 Iran Attrition Strategy
49:34 Why Gold Is Falling
53:58 Gold Bull Case Ahead
57:18 War Inflation Outlook
59:14 Silver And AI Demand
01:02:02 Trading Sectors In War
01:09:58 Book And Wrap Up
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