Oil shock stalls stocks—but is this market panic justified? As crude prices soar towards $100, the narrative of a massive sell-off should be challenged. Howie Lim speaks to Steve Sosnick from Interactive Brokers to discover why the historical context of Middle East conflicts suggests a quick ionq stock rebound, what a closure of the Strait of Hormuz really models for crude and equities, and the hidden risks surfacing in private credit as the "tide goes out."
Highlights:
01:01 Questioning the ‘shock’ narrative
06:27 What if oil hits $200?
08:36 The North Asian markets’ fake out
11:02 Second-order effects of the conflict
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Written and hosted by: Howie Lim ([email protected])
With Steve Sosnick, chief strategist, Interactive Brokers
Edited by: Howie Lim & Claressa Monteiro
Produced by: Howie Lim & Chai Pei Chieh
A podcast by BT Podcasts, The Business Times, SPH Media
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