4 March 2026
Iran war bonus: Ruchir Sharma on market reaction to US-Israel war
In this special bonus episode, author, journalist and Founder and CIO of Breakout Capital, Ruchir Sharma, explores and interprets the market reaction to the US-Israel war with Iran so far.
Iran war bonus: Ruchir Sharma on market reaction to US-Israel war
Ruchir, who is also Chairman of Rockefeller International, and former Chief Investment Strategist at Morgan Stanley Investment Management, argues the market reaction is relatively calm and that most of the negative reaction has been de-grossing of markets that had recently outperformed. He explains what he is looking out for that would suggest things are spinning out of control and warrant a deeper, longer lasting sell off. Wilf’s full conversation with Ruchir drops on Monday 9 March – make sure you hit follow or subscribe so you don’t miss it!
Disclaimer
Nothing in the Master Investor podcast constitutes financial advice. We're here to share ideas and opinions, but you should always seek external independent financial advice before making your own investment decisions.
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Watch the video on The Master Investor Podcast with Wilfred Frost YouTube channel.