Markets Amid Conflict Part 2: What Investors Can Control

What Should An Investor Do?Headlines shout. Portfolios whisper. We zoom out from the daily noise to map how geopolitics, energy prices, and policy shifts actually flow through markets and into real portfolios. Jeff Bingham unpacks why 2022’s pain wasn’t just war-related, how inflation and rising rates did the heavy lifting, and where today’s pressures—from $60 oil to OPEC’s waning influence—are quietly reshaping risk and opportunity.We dig into Saudi–US dynamics, what it means when a regional anchor needs higher oil prices, and why Saudi Arabia is borrowing and diversifying into entertainment and sports. That lens helps explain shifting supply–demand in energy and the second-order effects on inflation, commodities, and global equities. Instead of reacting to every headline, we lay out a practical approach: build a resilient core, then make small, rules-based tilts toward commodities, natural resources, or real assets when inflation runs hot, and lighten them when disinflation sets in. Along the way, Jeff breaks down gold’s standout run, the role of central bank buying, and how a right-sized allocation can hedge extreme scenarios without dominating your plan.If you’ve wondered how to stay the course without standing still, this conversation gives you the toolkit: clear goals, disciplined rebalancing bands, tax-aware adjustments, and a calm framework for geopolitical shocks. We translate complex global stories—Russia–Ukraine, Israel–Gaza, OPEC’s reduced grip—into specific portfolio moves that keep you aligned with long-term objectives. Listen now, subscribe for future episodes, and leave a quick review to tell us where you’re tilting your portfolio next.To learn more about B&H Wealth Strategies visit:https://www.BHRetire.comB&H Wealth Strategies 423-247-1152 Securities and advisory services offered through Silver Oak Securities, Inc., Member FINRA/SIPC. Silver Oak and B&H Wealth Strategies are not affiliated. http://www.finra.org/ http://www.sipc.org/