Lifespan Investment Series, Episode 12: Strait of Hormuz Shutdown: The worst case scenario, impact on global and Australian markets

Hello, everyone, and welcome to Episode 12 of the Lifespan Investment Series with Eugene Ardino, CEO of Lifespan, and Jonathan Pain, Author of The Pain Report. This episode examines the global fallout from the Strait of Hormuz closure and the largest energy crisis in history, the role of China and the US after the Beijing summit, the ongoing AI-driven earnings and capex boom, and the implications for markets — especially Australia’s vulnerability to rising fuel costs, inflation and rates. Jonathan and Eugene also review Lifespan’s portfolio positioning and stress the importance of diversification and quality in uncertain times.