Something More With Chris Boyd Show Podcasts

In this episode of Something More with Chris Boyd, Chris sits down with Brian Regan, CFA® to unpack what's happening in financial markets amid rising geopolitical tensions and inflation pressures. Despite conflicts abroad and volatility in energy markets, the stock market has shown surprising resilience — but beneath the surface, major shifts are underway in oil, bonds, and private credit. Brian breaks down: Why markets aren't reacting as sharply as headlines might suggest What's driving oil price spikes and how refinery disruptions, supply bottlenecks, and global shipping constraints play major roles Why inflation expectations are ticking higher, and how energy costs feed directly into consumer prices Bond market stress, including rising yields, falling bond prices, and what the Fed's shifting policy stance could mean The changing shape of the yield curve — and why predictions have become more uncertain Growing concerns in private credit, including rising default rates and liquidity issues Portfolio positio