What if one shipping lane, one IPO, and one CEO change could reshape your portfolio in a significant way?

Michelle Martin unpacks three shifts that could redefine risk and opportunity, 

From a potential Strait of Hormuz disruption to oil spikes, we explore how energy shocks ripple through inflation, equities and currencies.

Then, SpaceX’s IPO buzz meets hard reality as the company flags deep risks in its Moon and Mars ambitions - what should investors really price in?

And at Apple, a historic leadership transition signals a pivot from supply chain mastery to engineering-led innovation in an AI-driven era.

With guest Swapnil Mishra, we connect geopolitics, tech ambition and leadership shifts to what matters most for your money.