March 9, 2026 | Season 8 | Episode 6
We map how the Iran conflict is pushing oil above $100 and why that single move can hit everything from stock futures to the AI trade. We also use history to stress-test scenarios, then close with concrete portfolio and retirement-tax tactics for staying steady in a volatile tape.
• pre-market snapshot of equities, oil, and Treasury yields
• using volatility as a portfolio gut check and risk-tolerance test
• why the Strait of Hormuz matters to global oil prices
• oil market inelastic demand and the marginal barrel setting prices
• what 1973, 1990, and 2022 suggest about post-spike returns
• two scenario framework for conflict duration and market impact
• Iran’s modern history from Qajar rule to the 1953 coup to 1979
• how higher energy prices flow into AI data centers and capex decisions
• key headlines on strategic reserves, inflation data, and policy risk
• RMD planning, qualified charitable distributions, and asset location basics
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