Michael Zezas: The Impact of Geopolitical Tension

This podcast episode delved into the effects of geopolitical tensions on the global economy and markets. Experts asserted that geopolitical uncertainty has caused governments to pursue policies prioritizing economic and political security. Furthermore, they emphasized a trend of rising security spending, citing potential investments in critical infrastructure and de-risking supply chains. Additionally, it was mentioned that oil prices may increase due to geopolitical issues, but this alone might not lead to higher rates. The episode also explored the impact of oil supply shocks on consumer price indices (CPI), indicating that while oil price surges could affect gasoline prices, their effects on goods and services are often moderate and short-lived.