Price Shocks: How One Surge Can Rattle the Entire Economy

Mike Armstrong and Marc Fandetti break down the sharp market selloff following renewed conflict with Iran, as oil prices surge, diesel jumps at a record pace, mortgage rates rebound above 6%, and investors reassess the Federal Reserve’s path forward. The hosts examine why price shocks historically rattle economies — and whether today’s U.S. is more resilient than in past energy crises.The hour also explores mounting stress in private credit funds, the unintended chaos from tariff refund litigation, rising tech hardware prices tied to AI-driven demand, and how poor coordination between spouses can quietly cost thousands in retirement savings.