Recent developments involving Iran have been a reminder of how quickly geopolitics can affect markets. In this Financial Perspectives conversation, Gretchen Muller and Kent Kramer share perspective on what we’re seeing in stocks, oil, and investor feelings and why short-term volatility does not always change the long-term outlook.
0:00 – Introduction
1:00 – Market Recap: What’s Happened So Far in 2026
2:26 – Lloyd Blankfein’s Mindset
6:24 – Lessons From History: Markets and Conflict
8:24 – Embracing Uncertainty
