Is Stagflation Back?! What the Iran War and $90 Oil Mean for Your Portfolio | Ep. 60

Whenever you're ready, take our free financial health assessment: https://www.foxhillwealth.com/financial-health-quiz Two weeks into Operation Epic Fury, the world is watching the biggest energy supply shock in modern history unfold in real time. The Strait of Hormuz — through which 20% of the world's oil flows every day — is effectively closed. Oil has surged more than 40% from pre-war levels. And the Fed is stuck. In this episode, we sit down with Professor David Gulley, Chair of the Economics Department at Bentley University, to make sense of what this moment actually means for your portfolio — and your financial plan. What we cover: The Hormuz shock: Why this oil disruption is unlike anything energy markets have seen before — and what $90+ oil means at the gas pump, in your grocery cart, and in your 401(k) The Fed's impossible position: With inflation at 2.4% and the labor market weakening simultaneously, are we headed for a stagflation scenario — and how does the Fed fight a war it didn't start? Gold vs. the Dollar: Why both are surging as safe havens, which one wins, and what that tells us about the shifting global monetary order What investors should actually do: The case for staying the course, where the opportunities are, and why the U.S. economy has a long track record of coming out the other side If you've got a knot in your stomach watching the headlines, this episode is for you. Follow along: 👉 LinkedIn: https://www.linkedin.com/company/fox-hill-wealth 👉 Instagram: https://www.instagram.com/foxhillwealth 👉 YouTube: https://www.youtube.com/@FoxHillWealthManagement DISCLAIMER: This content is for educational and informational purposes only and should not be construed as investment, tax, or legal advice. Past market performance is not a guarantee of future results. Always consult with a qualified financial professional before making investment decisions.   TIMESTAMPS: 01:09 Iran War Quick Hits 03:55 Oil Shock and Reserves 06:01 US Energy Independence 09:44 Market Reactions and Risk 12:23 Safe Haven Asset Signals 16:06 CPI and Fed Dilemma 21:06 Stagflation and Oil Scenarios 23:16 Fed Projections and Rates 24:50 Mortgage Rates Outlook 25:18 Treasury Yields Drive Mortgages 27:23 Fed Control Over Long Rates 28:38 Can America Tame Debt 32:00 Growing Out With AI 34:49 AI And Entry Level Jobs 38:05 Universities Adapting To AI 39:37 Career Scarring For Grads 42:08 Wealth Gap And K Economy 43:48 Final Advice Stay The Course