Global markets have been remarkably resilient amid major geopolitical and economic disruptions, from the Iran war to US tariffs, as investors find cause for optimism in strong earnings and AI.

On today’s Big Take podcast, Sarah Holder talks with Asia equities reporter Winnie Hsu, and Ruth Carson, chief FX/Rates correspondent in Asia, about what has kept markets strong — and what could shake them.

Read more: Five Reasons Global Markets Are Holding Up Despite War in Iran

We have a special Bloomberg subscription offer for podcast listeners at Bloomberg.com/podcastoffer.

Hosted by Sarah Holder; Produced by David Fox; Reported by Winnie Hsu and Ruth Carson; Edited by Tracey Samuelson and Jeffrey Grocott.

Fact-checking by Eleanor Harrison-Dengate; Engineering by Katie McMurran.

Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

Global markets have been remarkably resilient amid major geopolitical and economic disruptions, from the Iran war to US tariffs, as investors find cause for optimism in strong earnings and AI.
On today&rsquo;s Big Take podcast, Sarah Holder talks with Asia equities reporter Winnie Hsu, and Ruth Carson, chief FX/Rates correspondent in Asia, about what has kept markets strong &mdash; and what could shake them.
Read more: <a href="https://www.bloomberg.com/news/articles/2026-04-23/five-reasons-global-markets-are-holding-up-despite-war-in-iran">Five Reasons Global Markets Are Holding Up Despite War in Iran</a>
We have a special Bloomberg subscription offer for podcast listeners at <a href="https://www.bloomberg.com/subscriptions/podcasts">Bloomberg.com/podcastoffer.</a>
Hosted by Sarah Holder; Produced by David Fox; Reported by Winnie Hsu and Ruth Carson; Edited by Tracey Samuelson and Jeffrey Grocott.
Fact-checking by Eleanor Harrison-Dengate; Engineering by Katie McMurran.
Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer.

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

The Big Take from Bloomberg News brings you inside what’s shaping the world's economies with the smartest and most informed business reporters around the world. The context you need on the stories that can move markets. Every afternoon.

Big Take

The Stock Market’s ‘Curious Exuberance’ Despite the Iran War

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/e682a5fe-309d-4917-afc5-b439015f6933/transcript