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War, the Middle East, and Markets
June 27, 2025 · 20 min

Today's Post - https://bahnsen.co/4keWgqq

Middle East Geopolitical Tensions and Market Unpredictability

In this episode of Dividend Cafe, host David Bahnsen discusses the recent geopolitical events in the Middle East, particularly Israel's and the US's actions against Iran's nuclear capabilities. Despite predictions of market volatility, equity markets have risen, and oil prices have fallen, illustrating the inherent unpredictability of market responses. Bahnsen emphasizes the importance of maintaining an objective investment philosophy, specifically dividend growth investing, amidst such unpredictable events. He argues against trying to time the market based on geopolitical developments and underscores the need for a consistent investment approach to avoid significant mistakes and drive long-term success.

00:00 Introduction to Dividend Cafe

00:43 Shifting Focus: From Bubbles to Geopolitical Tensions

02:43 Market Reactions to Middle East Conflicts

07:27 Unpredictability in Markets

09:33 Historical Context of Middle East Tensions

15:14 Investment Philosophy Amidst Geopolitical Events

18:23 Conclusion and Final Thoughts

Links mentioned in this episode: DividendCafe.com

TheBahnsenGroup.com