Iran, Oil & AI: Market Risks, Opportunity, and the Future of Work | Market Insights Broadcast

In this month’s Market Insights Broadcast, Aaron Tuttle, CFA®, CFP®, CLU®, ChFC®, Chief Executive Officer, and Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, are joined by special guests Dan Goeddel, Chief Operating Officer, and Brian McGeehon, Chief Financial Officer. Together, they discuss the market implications of the Iran conflict, the outlook for oil and inflation, and how artificial intelligence is reshaping software, labor, and wealth management. The conversation also explores how Gatewood is using AI internally, why labor shortages may matter as much as job displacement, and why the human side of advising could become more important—not less—in the years ahead. Key Topics Include: Iran, oil shocks, and the market’s base case Inflation pressure and why energy still matters The state of software and SaaS amid AI disruption Labor shortages, productivity, and business investment How Gatewood is using AI internally Family governance, parenting, and the future of human advice Whether you’re managing risk or positioning for opportunity, this discussion helps you see through the noise and focus on what matters most for your portfolio.