In a busy week where events in Iran continue to dominate the news cycle, companies editor Mark Robinson stands in for Dan Jones to discuss the impact of the conflict on maritime activities, focusing on supply chain disruption, rerouting and cost implications, along with the challenge faced by global shipping lines such as Maersk & MSC. He is joined by Michael Fahy and Julian Hofmann.

Mark is also joined by Valeria Martinez to focus on full-year figures from shipping broker Clarkson (CKN).

Read more on Investors' Chronicle around this week's podcast:

Clarkson order book builds despite ship slowdown

Shares keep falling on oil volatility

Energy shocks force investors to rethink rate cuts

Timestamps

00:00 How the Iran conflct has affected markets this week

03:41 A closer look at Clarkson results

10:57 Shipping companies & supply chain disruption

17:39 Energy prices

18:23 The danger from an equities perspective

19:43: What retail investors should do when a black swan event happens

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The Middle East, shipping & energy prices: The Companies & Markets Show

Investors' Chronicle

The Middle East, shipping & energy prices: The Companies & Markets Show