Market desensitized to Middle East tensions
The host argued that the market has become increasingly desensitized to the on-again, off-again negotiations over the Strait of Hormuz, with drawdowns becoming shallower over time.
Sign in to read the full idea
The argument, what validates it, the risks discussed and hearing it from the source are for signed-in members. Free accounts read 3 ideas in full a day. No card required.
The story so far
CONTESTED · 49 MENTIONS · 37 EPISODES · 18 SHOWS
21 JUL 2026 — 5 AUG 2026 · YESTERDAY
36 SUPPORT · 10 CHALLENGE · 3 REPEAT
- PROF G MARKETS
30 EPISODES BETWEEN · 41 MENTIONS
- THOUGHTFUL MONEY
- PALISADES GOLD RADIO
- THE OPTIONS INSIDER RADIO NETWORK
- THOUGHTFUL MONEY
- COMMODITY CULTURE · 3 MENTIONS
- EXCESS RETURNS
- THOUGHTFUL MONEY
- MACROVOICES · 2 MENTIONS
- THE DIVIDEND CAFE
- THE POMP PODCAST
- WSJ WHAT'S NEWS
- THE OPTIONS INSIDER RADIO NETWORK
- WSJ WHAT'S NEWS
- BLOOMBERG SURVEILLANCE
- SMARTERMARKETS · 3 MENTIONS
- PROF G MARKETS
- THE DIVIDEND CAFE
- COMMODITY CULTURE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- MONETARY MATTERS WITH JACK FARLEY
- BLOOMBERG SURVEILLANCE
- BLOOMBERG SURVEILLANCE
- CNBC FAST MONEY
- PALISADES GOLD RADIO · 4 MENTIONS
- WSJ WHAT'S NEWS
- CNBC FAST MONEY
- PLANET MICROCAP PODCAST · 2 MENTIONS
- COMMODITY CULTURE · 2 MENTIONS
- REAL VISION DAILY BRIEFING
- CNBC FAST MONEY
- PALISADES GOLD RADIO
- WEALTHION - BE FINANCIALLY RESILIENT
- MARKETPLACE
- COMMODITY CULTURE · 2 MENTIONS
- BLOOMBERG SURVEILLANCE
- THE DIVIDEND CAFE
- Market desensitized to Middle East tensions · THIS IDEA
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD