The Reality of Investing in 2026

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 20 March 2026

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

The war in Iran doesn’t seem to be slowing down and that’s impacting oil prices today, but that’s just the beginning. Economic spending is next and higher costs could hit many industries, which will have lasting impacts for years. We discuss what we can learn about the history of oil prices and war and how we’re investing through it all. Travis Hoium, Lou Whiteman, and Jon Quast discuss: - The Iran war and how it impacts markets - Are there safe havens? - Picking a stock market Final 4 - Stocks on our radar Companies discussed: Alphabet NVIDIA (NVDA), Apple (AAPL), Tesla (TSLA), Microsoft (MSFT), Meta (META), Amazon (AMZN), Palantir (PTLR), Micron (MU), Disney (DIS), Chipotle (CMG), RocketLab (RKLB), Waste Management (WM), Costco (COST), Vistra (VST), Tractor Supply (TSCO). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Oil is up, the market's down, so where do we go from here?
0:07.0	Milingful money starts now.
0:10.0	Mildoam. Everybody needs money.
0:27.8	That's why they call it money.
0:30.0	The best things in life are free,
0:33.2	but you can give them to the pros and bees.
0:36.6	From Fool Global Headquarters, this is Motley Fool Money. Welcome to Motley Full Money. I'm Travis Hoyum, joined today by Lou Whiteman and John Quast. And guys, we've got to talk about the elephant in the room. That's what's going on in Iran. It's causing a huge increase in oil prices. It's causing the market to
0:54.7	decline. This could impact the economy for years to come. So we're going to try to pull this
0:59.4	apart as much as we can, bring a little bit of historical context to what we're seeing in the market,
1:04.0	how investors should be thinking about this. But let's start with the near-term impact,
1:08.7	because I think that's probably the easiest loo to get our heads around. As we look at in particular energy, about 20% of the world's
1:16.3	oil flows through the straight of Hormuz. That's getting a lot of the attention in the market.
1:21.9	Qatar's LNG assets have been hit. They say that they could take years to actually bring
1:26.4	back online. When you look at
1:29.1	over the next one to three months, let's say, what are you looking at in energy markets,
1:35.1	in the impact of the market, in the market overall, in the economy? Where is your head going to sort of
1:40.3	try to process this? Yeah. Where does your head go, right? It's a great question.
1:44.9	The hard thing about this is that there are two independent timelines, and the second timeline
1:52.5	is the one that's really scary. Destruction is immediate. Rebuilding takes time. So the work of one
1:58.6	second's explosion can take, if we're lucky, months. So we have both the
2:03.6	timeline of the immediate, when will this conflict end, and the timeline of the looking forward,
2:10.6	when are we back to normal? Those are separate things. We can't just say, all right, if the conflict
	...

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