In this episode, Progressive’s Jeremy McKeown and Charlie Garcia of Capital Mischief explore what this escalating crisis means for investors, and why the old playbook of paper-heavy portfolios may no longer be fit for purpose.
Charlie Garcia is a rare breed: a former military man turned geopolitical analyst who has advised six U.S. presidents, and whose Substack — Capital Mischief — has been running in overdrive tracking the fast-moving Middle East situation in near real-time. Writing with the narrative drive of a Tom Clancy thriller and the wit of P.J. O’Rourke, Garcia cuts through the noise to deliver high-signal intelligence that is as engaging as it is essential.
Together, they dig into the key questions: Is this escalation a localised event or the opening salvo of a larger systemic shift? How should investors re-price risk in an era of active, theatre-level conflict? And in these crazy markets, is a return to hard assets — gold, silver, and tangible stores of value — the only rational response?
A sharp, wide-ranging conversation at the intersection of war, geopolitics, and finance — we hope you find it both illuminating and entertaining.
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