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HCM Market Brief

HCM Market Brief

By: HCM Wealth Advisors & CPAs
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Doug Johnson CFA and Dan Rinck discuss current market trends and activities.

HCM Wealth Advisors & CPAs Economics Personal Finance
Episodes
  • Geopolitics, Oil Shocks & Private Credit Fears: What’s Really Driving Markets in 2026

    Geopolitics, Oil Shocks & Private Credit Fears: What’s Really Driving Markets in 2026
    Mar 19 2026

    In this episode of the HCM Market Brief, Doug Johnson and Dan Rinck break down two of the most important—and widely discussed—forces currently influencing markets: escalating tensions involving Iran and growing scrutiny around private credit and private equity. While headlines have been intense, the conversation focuses on separating noise from signal and identifying what truly matters for investors.
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    37 mins
  • Market Volatility Amid Iran Conflict: Why Long-Term Investors Should Stay Focused

    Market Volatility Amid Iran Conflict: Why Long-Term Investors Should Stay Focused
    Mar 5 2026

    Dan Rink discusses how the recent U.S.–Israel conflict with Iran has increased market volatility, particularly through rising oil prices due to risks around the Strait of Hormuz, but notes that the overall impact on U.S. markets has so far been limited with the S&P 500 down less than 1%. Drawing on historical precedent, he emphasizes that geopolitical conflicts rarely derail long-term market performance and suggests investors stay disciplined, as strong earnings, broad sector participation, and potential rebounds in software stocks could support equities if inflation and oil prices stabilize.
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    25 mins
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