Friday, September 18, 2026

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My latest IFPA Webinar: Iran war impacts on shares, bonds, inflation, rates, oil, gold, bitcoin

25 Mar 2026 5 month(s) ago

 

Here’s a link to my latest webinar for the IFPA* ‘Investment Insight’ series held on 13 March 2026 – 


https://vimeo.com/1176026582/a09fe11bd1?share=copy&fl=sv&fe=ci

 

Access to the webinar is FREE for IFPA members and non-members. No registration or login is required.

(This edition was recorded while I was on a chemo drip – so it includes a quick update on my cancer/chemo journey.)

 

Here are the main topics with time-stamps:

    • 0:00 – intro
    • 0:20 – Chemo update
    • 3:20 – Agenda
    • 4:40 -  Where are we now? – shares, dollar, inflation, interest rates
    • 8:30 – Iran War – motivations, aims, likely outcomes
    • 24:30 – How an Aussie discovered oil in Persia (Iran) and founded the BP empire
    • 20:00 – Impact of the war on shares, bonds, currencies, commodities
    • 31:50 – USA’s  2003 Gulf War – triggered start of the 2003-7 share market boom
    • 35:20 – USA’s 1990-1 Gulf War - triggered start of the 1990s share market boom
    • 37:20 – Why the current war will NOT trigger a share market boom this time
    • 38:00 – impact of wars on shares
    • 43:30 – Oil prices – the big picture
    • 53:00 – other industrial commodities
    • 55:00 – Bitcoin update
    • 56:10 – Inflation  - the big picture
    • 1:00:40 - Australian inflation, unemployment, interest rates
    • 1:03:50 – ‘126 reasons NOT to Invest’
    • 1:04:20 – Asset Allocation themes
    • 1:07:20 - Audience question – Trump lifting sanctions on Russian & Iranian oil?
    • 1:10:20 – Audience question – stagflation/ recession?

 

Plus don’t forget to pick up your CPD points via the link at the end!

 

Owen Analytics - https://www.owenanalytics.com.au/

Fact-based, non-partisan, non-conflicted analysis and commentary backed by deep research. Intended for licenced advisers, portfolio managers, and serious long-term wholesale investors.

No ai. All human. All original research and analysis.

Delivered by a seasoned portfolio manager / CIO with direct, hands-on experience running multi-billion-dollar discretionary managed accounts for major non-aligned advice groups since the GFC.

Uses actual examples of practical implementation in discretionary managed account portfolios for advice firms and client portfolios.

 

* IFPA (Institute of Financial Professionals Australia) is a not-for-profit membership association for tax, superannuation, and financial advice professionals, particularly in the SME sector. It was established in 1919 as ‘Taxpayers Australia’ and has over 22,000 members and subscribers.

 

'Ttill next time - safe investing, and stay healthy!

 

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Director/Principal, Owen Analytics Pty Ltd (current)

Investment Markets Research & Analytics, Portfolio Construction & Management, Corporate Finance, Venture Capital, M&A, and IPOs. Investment Committee membership, consulting to advice firms and financial institutions.

Co-founder & Regular Contributor, Firstlinks (current)

Co-founder of Australia's leading investment and superannuation newsletter and website for industry professionals and investors.

Non-exec Director, Third Link Investment Managers (current)

Leading Australian equities fund-of-funds that donates all management fees to Australian charities. The fund has donated in excess of $21m to a range of Australian chartities since inception in 2008. 

Chief Investment Officer, Stanford Brown (past)

Responsible for managing over $2 billion AUM in multi-asset class portfolios and discretionary accounts at a privately-owned advice practice.

Director & Joint CEO at Philo Capital Advisers Pty Ltd (past)

Specialises in investment portfolio construction & management, multi-asset class asset allocation, and global macro strategies.

Check out my full bio here

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The information contained in this document relates to historical, factual events and returns, and contains general commentary and observations about financial markets, asset classes, and asset allocation. This document, or any part thereof, does not, and is not intended to, constitute investment advice, or financial advice, or financial product advice, in any jurisdiction in which it is published, re-published or read. It does not recommend, encourage, or influence readers to buy, hold, sell, or deal in any financial product or security. Where securities of financial products are mentioned, it is purely for the purposes of illustration, context, and/or education, and not intended to influence anyone to buy, hold, sell, or deal in it. The information is current when written. All reasonable measures are taken to ensure its accuracy at the time of publication, but the author accepts no responsibility or liability for any errors or omissions. This document is only provided to, and intended for, holders of Australian Financial Services Licences. It should not be used or relied upon by any person or entity other than a duly licenced AFSL holder, or authorised representative thereof. The author receives no benefit, financial or otherwise, from any product provider, or product issuer, or any other firm involved directly or indirectly in the provision or services in or to financial markets or industries, whether mentioned in the report or not. Any opinions expressed by the author are his alone, and are intended for the purposes of education.