Oil shock drives inflation higher; Asia exposed; gold hedges risk while equities remain attractive long-term investment play.

David Leon joined ausbiz to discuss the link between oil, gold and the broader macro picture. The conversation focused on the sharp move in Brent crude following rising Middle East tensions, how energy shocks can feed through to inflation, and why investors need to think carefully about portfolio positioning during periods of geopolitical uncertainty. David also touched on gold’s continued strength and its role as a defensive asset, particularly when markets are balancing elevated equity valuations, inflation risk and unpredictable global events.

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