In this month's episode, we cover these topics:

• Market Overview (starts at 02:00)
• Portfolio Updates (03:01)
• Market Impact of Geopolitical Conflict (03:45)
• Impact on Oil Prices (06:11)
• Geopolitical Risks to Portfolios (8:36)
• Structural Risks to Portfolios (10:27)
• Understanding Normal Market Behavior (11:46)
• Looking ahead (13:38)