Oil prices have been whipsawed by developments in the Middle East, with markets swinging sharply on every headline. But are investors reacting too quickly?

Sean Aylmer speaks with Brian Arcese, Portfolio Manager at Foord Asset Management, about why oil prices may remain higher for longer, why markets are underestimating the time it takes for supply to recover, and what that means for inflation, interest rates and investment portfolios.

Brian also explains why he believes energy stocks remain an important hedge against geopolitical risk.

This is general information only. Seek professional advice tailored to your circumstances before making investment decisions.

Oil prices have been whipsawed by developments in the Middle East, with markets swinging sharply on every headline. But are investors reacting too quickly? Sean Aylmer speaks with Brian Arcese, Portfolio Manager at Foord Asset Management, about why oil prices may remain higher for longer, why markets are underestimating the time it takes for supply to recover, and what that means for inflation, interest rates and investment portfolios. Brian also explains why he believes energy stocks remain an important hedge against geopolitical risk. This is general information only. Seek professional advice tailored to your circumstances before making investment decisions.

Business news you can use. A daily business news podcast with journalists Sean Aylmer and Michael Thompson. Find out more at https://fearandgreed.com.au

Business news you can use. A daily business news podcast with journalists <a href="https://www.linkedin.com/in/sean-aylmer-9922068/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/sean-aylmer-9922068/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw0wu3ezGEfBZFYspJbTTaYL">Sean Aylmer</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/mcwthompson/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/mcwthompson/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw08pZ8jZ88rHJgCfbHkTr5k">Michael Thompson</a>.&nbsp;Find out more at&nbsp;<a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/" data-saferedirecturl="https://www.google.com/url?q=https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain%3Dfearandgreed.com.au/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw1DLq_FuqjEt3HC-ZK1704H">https://fearandgreed.com.au</a>

Fear and Greed is Australia's most popular business podcast.

FEAR & GREED | Business News

Daily business news for people who make their own decisions, with business journalist Sean Aylmer and Michael Thompson. Find out more at https://fearandgreed.com.au

Daily business news for people who make their own decisions, with business journalist <a href="https://www.linkedin.com/in/sean-aylmer-9922068/">Sean Aylmer</a> and <a href="https://www.linkedin.com/in/mcwthompson/">Michael Thompson</a>. Find out more at <a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/">https://fearandgreed.com.au</a>

Q+A: Why oil prices are moving faster than the facts

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/2d3e00a7-d7c3-491c-b51e-b48d00b0a88f/transcript