Despite ongoing tensions with Iran, the US economy and financial markets have shown remarkable resilience. The S&P 500 has returned to all-time highs, business investment is gaining momentum and corporate earnings continue to exceed expectations. Still, the impact hasn't been uniform, and with oil prices hovering near year-to-date highs, risks to both the economic and equity outlook remain elevated. Chief Investment Officer Larry Adam and other thought leaders discussed the Iran conflict and commodity markets, the most energy sensitive parts of the economy and key insights from first quarter 2026 earnings. The live event was recorded on on Monday, May 11, at 4:00 p.m. ET.