Are Markets Properly Pricing Iran Risk? - Investment Implications

Are Markets Properly Pricing Iran Risk? - Investment Implications

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the conflict in Iran, stock market reactions, and future investment implications. They cover different economic impacts across scenarios and discuss portfolio positioning amid increased uncertainty. Opinions expressed are the general views of Beck Capital Management LLC. The topics discussed and opinions given are not intended to address the specific needs of any listener. The information contained herein may contain information that is subject to change without notice. Any investments or strategies referenced herein do not take into account the investment objectives, financial situation or particular needs of any specific person. Product suitability must be independently determined for each individual investor. Beck Capital Management LLC explicitly disclaims any responsibility for product suitability or suitability determinations related to individual investors.Investing in securities involves a risk of loss. Past performance is not a guarantee or indication of future results.Forward-looking statements are not guarantees of future performance and are subject to certain risks, uncertainties and assumptions that are difficult to predict.This information does not constitute an offer to sell or a solicitation of an offer to buy securities.Beck Capital Management LLC does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

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Avsnitt(82)

The Largest IPOs in History are Here

The Largest IPOs in History are Here

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the recent SpaceX IPO, along with the future IPOs of OpenAI and Anthropic. SpaceX was the largest IPO in history and has widespread...

15 Juni 25min

Turmoil in Fixed Income - What's going on with yields?

Turmoil in Fixed Income - What's going on with yields?

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the current state of bond yields and the reasons behind their rapid increase. They break down the causes based on short, medium, an...

20 Maj 21min

Is Private Credit in Trouble?

Is Private Credit in Trouble?

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the current state of Private Credit. With recent turbulence in the sector, it is a timely conversation. After years of accumulating...

27 Apr 31min

Ceasefire in Iran - The Investment Implications

Ceasefire in Iran - The Investment Implications

In the latest episode of Beckonomics, Victor and Hunter Beck discuss the recent ceasefire in Iran, stock market reactions, and future investment implications. They cover the economic impacts of displa...

16 Apr 23min

2026 Outlook Final Episode - Sector Selection

2026 Outlook Final Episode - Sector Selection

In the last episode of Beckonomics' 2026 Outlook Series, Victor and Hunter Beck discuss sector selection and those they're most interested in. Additionally, they cover key risks to 2026 that investors...

19 Feb 44min

2026 Outlook | Episode 2: Macro Drivers

2026 Outlook | Episode 2: Macro Drivers

In the latest episode of Beckonomics, Victor and Hunter Beck discuss their 2026 outlook and the major macro themes to keep an eye on. This is episode two of a three-part series, covering year-ahead ex...

19 Feb 28min

2026 Outlook: The Year Ahead

2026 Outlook: The Year Ahead

In the latest episode of Beckonomics, Victor and Hunter Beck discuss their 2026 outlook for AI and strategic industrials & materials. This is episode one of a three part series, covering year-ahead ex...

19 Feb 34min

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