Lifespan Investment Series, Episode 12: Strait of Hormuz Shutdown: The worst case scenario, impact on global and Australian markets

Lifespan Investment Series, Episode 12: Strait of Hormuz Shutdown: The worst case scenario, impact on global and Australian markets

Hello, everyone, and welcome to Episode 12 of the Lifespan Investment Series with Eugene Ardino, CEO of Lifespan, and Jonathan Pain, Author of The Pain Report. This episode examines the global fallout from the Strait of Hormuz closure and the largest energy crisis in history, the role of China and the US after the Beijing summit, the ongoing AI-driven earnings and capex boom, and the implications for markets — especially Australia’s vulnerability to rising fuel costs, inflation and rates. Jonathan and Eugene also review Lifespan’s portfolio positioning and stress the importance of diversification and quality in uncertain times.

Lifespan Investment Series, Episode 11: February 2026

Join Lifespan CEO Eugene Ardino and author and publisher of The Pain Report, Jonathan Pain, for a wide-ranging conversation on global and Australian markets. Together, they tackle the impending AI crossroads and its implications for investors, while examining the outlook for the US economy as the midterm elections approach in November. Closer to home, Eugene and Jonathan unpack the latest Australian rate hike and the persistent challenge of sticky inflation. They also explore the role of gold, silver, and copper in a well-positioned portfolio, share their outlook for bonds, and provide an update on the positioning and thinking behind the Lifespan Managed Portfolios.

Lifespan Investment Series, Episode 10: November 2025

Join Eugene Ardino, CEO of Lifespan, and Jonathan Pain, author of The Pain Report, as they unpack the ongoing global economic upheaval driven by geopolitical uncertainty. In this insightful episode, they explore the impact of the US government shutdown, the rate rethink, Australia's inflationary horror story, the continued influence of AI on markets, and much more!

Lifespan Investment Series, Episode 9 : August 2025

Join Eugene Ardino, CEO of Lifespan, and Jonathan Pain, author of The Pain Report, as they unpack the ongoing global economic upheaval driven by geopolitical uncertainty. In this insightful episode, they explore the implications for both international and Australian markets, and discuss whether interest rates are likely to continue their downward trend in the coming months.

Lifespan Investment Series, Episode 8: May 2025

Join Eugene Ardino and Jonathan Pain to discuss the global shakeup, Trump tariffs, Australian election impact on markets, and more!