Talking Wealth Podcast: Stock Market Trading and Investing Education | Wealth Creation | Expert Share Market Analysis · Dale Gillham: Share Market Analyst, Share Market Educator, Professional Trader and Investor

Trump Attacks Iran: Buy these ASX Stocks ASAP

·1 hr 3 min·5 clips

Trump’s latest Iran decision sets the tone right away. Dale Gillum, with senior analyst Janine Cox and Philip Torgerson, treats the headline as a market shock that can move stocks fast, but not all in the same direction. There are no easy-gain promises here. Instead, they frame the moment as a chance to look for 10 carefully selected ASX names that could benefit if the story keeps escalating, while warning that some stocks will still lag or fall. The episode then turns to Rio Tinto and Glencore, where copper supply, a possible takeover or partial merger, and Rio’s earlier coal-asset transfer to Glencore all feed the trade debate. Copper is hot. The hosts say Rio and Glencore together control around 7% of global supply, and they argue that rising demand and likely tighter supply should support prices. That matters for both companies. They also note that the market seems to see any merger as more helpful to Glencore, and that Rio Tinto may have until the 5th of February to make a first move. The conversation stays tied to price action. A monthly chart on Rio becomes the centre of the discussion, with the team calling the breakout dramatic but still reminding listeners that the stock is only back near its 2008 peak before the GFC correction. That context changes the mood. Rather than chase the surge blindly, they talk through the chance of a pullback or a sideways trade while the merger question stays open. They keep coming back to discipline. The episode returns to their core trading rule: focus on the stock, not the broader market. That line holds the segment together. It captures their view that macro headlines matter, but the chart, the company, and the setup still decide the trade. Listeners also get the show’s usual mix of banter, self-correction, and casual commentary around the more serious market talk. By the end, the focus is less on panic and more on process, which is the part traders and active investors can actually use.

As heard by us

A geopolitical shock becomes a stock-by-stock trading lesson, with Rio and copper as the main case study.

Trump's latest Iran decision gives this Wealth Within episode its immediate tension, but the discussion stays grounded and practical rather than melodramatic.

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Want to turn an Iran headline into an ASX stock screen?

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