John Roe: Market Narrative too sanguine on risk

The transcript discusses Ayatollah Khomeini's speech and its impact on global markets, particularly focusing on oil prices and market reactions. John Rowe provides insights into the unpredictability of reactions from both the US and Iran, and the subsequent market narratives. The discussion also covers the European market's response, the attractiveness of oil and gas stocks, and the role of risk assets like yen and gold in gauging market sentiment.

What was the market's response to the missile attacks on American troops as discussed by John Rowe?

According to John Rowe, which asset is considered a 'risk-off' asset?