Valuing Fear: What the Israel–Iran Shock Teaches Us | Episode #46

from Unlocking the Investment Upside · host www.theinvestmentanalyst.com

Markets moved fast on Israel–Iran tensions. Geoff and James break down how geopolitical shocks reshape valuations and why analysts must model fear, not just cash flows.

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How long is this episode of Unlocking the Investment Upside?

This episode is 7 minutes long.

When was this Unlocking the Investment Upside episode published?

This episode was published on July 14, 2025.

What is this episode about?

Markets moved fast on Israel–Iran tensions. Geoff and James break down how geopolitical shocks reshape valuations and why analysts must model fear, not just cash flows.

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