Markets slip as oil surges and investors ask can AI interpret geopolitical risk?

The ASX edges lower as oil prices climb above US$100 amid escalating Middle East tensions, raising fresh concerns about inflation and growth. Armina Rosenberg from Minotaur Capital breaks down whether AI-driven investing can make sense of geopolitical shocks, while Deloitte Access Economics partner David Rumbens warns Australia could be edging closer to recession, even if the conflict eases. With markets still near record highs but volatility building, this episode unpacks the risks shaping the economic outlook and what it means for investors and households.

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