Bassanese Bites: The Podcast

Housing blues 06.07.2026 7:32 ↓

House prices are retreating and FOMO has turned to FOBE. Meanwhile, Iran tensions are fading, US rate fears have eased and the AI bubble debate rolls on.

Chip wreck 29.06.2026 8:47 ↓

Global markets stumbled as AI valuation concerns and Middle East tensions weighed on sentiment, while Australia's stubborn underlying inflation kept the focus on central banks, payrolls and house prices.

Now we wait 13.04.2026 7:11 ↓

Markets pushed higher last week on optimism around a temporary ceasefire, but the Iran conflict has quickly shifted back into uncertain territory. With peace talks failing and the US now threatening to impose a naval blockade in the Strait of Hormuz, risks to global energy supply and geopolitical stability are back in sharp focus. In this week’s Bassanese Bites Podcast, David Bassanese unpacks the...

Iran investor update: A vital peace deadline looms, putting markets on edge 07.04.2026 6:08 ↓

Markets edged higher last week on fleeting hopes of de-escalation, but the Iran conflict is entering a new phase. With the US' imposed deadline for a peace deal approaching and retaliation risks rising, the threat to global energy supply remains front of mind. In this week’s Bassanese Bites Podcast, David Bassanese breaks down the risks around the Strait of Hormuz, why energy infrastructure is now...

Iran market update: Investor jitters persist as oil supply risks build 29.03.2026 5:33 ↓

The Iran conflict remains front and centre, with fragile talks doing little to ease concerns over oil supply through the Strait of Hormuz. While some shipments are still flowing, the buffer from earlier supply may soon run out. In this week’s Bassanese Bites Podcast, David Bassanese explains why markets are stuck in a holding pattern, the risk of escalation in energy infrastructure, and how a rene...

Iran market update: Strait of Hormuz deadline looms, raising risks of another oil shock 23.03.2026 5:33 ↓

The Iran conflict has entered a critical phase, with a US ultimatum on the Strait of Hormuz raising the risk of a major escalation in global energy markets. Oil prices are surging, equities are under pressure and investors are bracing for a potential spike in inflation if tensions worsen. In this week’s Bassanese Bites Podcast, David Bassanese breaks down the growing risk of a Middle East “mutuall...