Markets don't move in isolation, and the conflict in Iran is a reminder of how quickly global risk can change.

https://www.linkedin.com/posts/mavik-capital-management_markets-dont-move-in-isolation-and-the-activity-7437137504094502912-A3m3

Markets don't move in isolation, and the conflict in Iran is a reminder of how quickly global risk can change. Yesterday, Mavik hosted a conversation between Senior Advisor Timmy Davis and Vik Uppal to discuss what is happening on the ground and what it means for energy markets, capital flows, and the broader geopolitical order. Timmy served as U.S. Ambassador to Qatar and spent his career as a diplomat and U.S. Marine operating at the intersection of American foreign policy and Middle Eastern politics. His read on the region goes beyond analysis. It comes from years of direct experience navigating the relationships and tensions that now sit at the center of this conflict.

We believe that kind of perspective is essential context for anyone allocating capital today.