
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!