Iran Conflict Whiplashes Markets
First Week with Walter Todd

Iran Conflict Whiplashes Markets

March 2, 2026

After a sharp “flight to safety” Sunday night, markets recovered much of the move by Monday afternoon. Walter Todd unpacks what changed and what risks remain as geopolitical shifts, private credit concerns, and weakening software stocks churn the market.

In this month’s video:

Iran Conflict: Sunday night futures fled for safety after news of US missile strikes
AI Disruption: Block (formerly Square) announced workforce reductions and raised broader questions about AI‑enabled productivity shifts
Macro Data Ahead: Fed reserve meeting, jobs reports, and other upcoming numbers to watch.

Greenwood Capital is an SEC-registered investment advisory firm. This material has been prepared for information purposes only, is not intended to provide, and should not be relied on solely for tax, legal, or accounting advice. Subtitles are automatically generated.

Related Posts

2Q 2026 Letter from the CIO
2Q 2026 Letter from the CIO

July 6, 2026"I guess I should warn you, if I turn out to be particularly clear, you've probably misunderstood what I've said.” I hope this letter finds you well and that you enjoyed the 250th July 4th celebrations over the past weekend. It’s hard not to open with a...

2Q 2026 Market Commentary
2Q 2026 Market Commentary

January 4, 2026Economic Overview By Dr. Mark PylesAt the risk of ruining a page-turning crescendo, we won’t bury the lede here (and yes that is the correct spelling of that use of the word). The U.S. economy remains…okay. It has remained generally as such throughout...

Red, White, and a Booming Market First Week with Walter Todd
Red, White, and a Booming Market
First Week with Walter Todd

Red, White, and a Booming Market July 1, 2026Markets just posted their best quarter in 20+ years, so what’s next? In this month’s First Week video, Walter outlines the strong rebound and unpacks the cracks that may be starting to show beneath the surface. From Fed...