April 22, 2026
War, Markets, and the Strait of Hormuz: What Investors Need to Know Now
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.
