EPISODE · Jun 4, 2026 · 5 MIN
Signal over Noise: Tipping point for Middle East conflict
The Middle East crisis escalated as the US threatened Iran over the Strait of Hormuz, with both sides risking economic and infrastructure fallout. This highlights the vulnerability of traditional 60-40 portfolios to inflation shocks. We continue to recommend diversifying with commodities and physical assets, especially as AI-driven trends increase scarcity premiums.
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Signal over Noise: Tipping point for Middle East conflict
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