Oil Spikes, Safe Havens Shine, And The Middle East Reorders

March 2, 2026 | Season 8 | Episode 5We track a fast-moving conflict in Iran, explain how oil shocks and safe-haven flows hit stocks and bonds, and place the turmoil in a century-spanning Middle East context. Then we shift to earnings, jobs data, AI’s pressure on software, utilities’ power surge, airlines, and income strategies.• war escalation and immediate market impact• oil spike, gold strength, dollar bid• 10‑year yield dynamics and inflation risk• historical arc from 19th century empires to a reordered Middle East• OPEC supply signals and shipping insurance stress• earnings slate and February jobs setup• AI demand for power and utility growth cases• airline valuation debate amid travel uncertainty• rethinking 60/40 with annuities and global equitiesSubscribe on Apple Podcasts and Spotify, and visit www.heroldlantern.com** For informational and educational purposes only, not intended as investment advice. Views and opinions are subject to change without notice. For full disclosures, ADVs, and CRS Forms, please visit https://heroldlantern.com/disclosure **To learn about becoming a Herold & Lantern Investments valued client, please visit https://heroldlantern.com/wealth-advisory-contact-formFollow and Like Us on Youtube, Facebook, Twitter, and LinkedIn | @HeroldLantern