War, Oil, and a Market Repricing in Real Time | Protect the Pile: Episode 8

• Markets are currently in a bearish trend, with small and mid caps in the US and most of Europe showing negative indicators
• Oil prices have surged due to military strikes on Iran, leading to a forecast of back to back quad three for the next six months
• Institutional investors are adjusting their asset allocation to reduce stock market equity beta and increase exposure to assets that will perform well in growing supply chain constraints and geopolitical turmoil

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