Apr 22, 2026
We’re now two months into the conflict involving
Iran—so what does it really mean for markets and your
portfolio?
In this episode of Something More with Chris Boyd,
Chris is joined by Brian Regan, Senior Portfolio Manager on
the AMR Team at Wealth Enhancement, for a timely and
grounded conversation about geopolitics, market volatility, and
long‑term investing discipline.
The discussion revisits the market’s initial reaction when the
conflict began in late February, the sharp but short-lived selloff,
and the subsequent rally back toward all‑time highs. Chris and
Brian explain why markets often recover faster than headlines
suggest—and why investors who remain disciplined are often
rewarded.
They also explore:
- Why the Strait of Hormuz matters so much to global energy markets
- How oil price spikes ripple through inflation, interest rates, and portfolios
- Which sectors have shown resilience during the conflict
- Why earnings expectations—not fear—ultimately drive markets
- How yield curve shifts impact gold, banks, housing, and private credit
- What could happen if the ceasefire holds—or breaks down
Most importantly, this episode reinforces a timeless investing
lesson:
Short‑term geopolitical events are rarely a reason to
abandon a sound long‑term plan.
If global uncertainty has you questioning your portfolio, this
conversation offers perspective, context, and calm.