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Insights Over Coffee
Where finance meets conversation
At Insights Over Coffee, we’re a team from Lake Geneva Investment Partners, an asset management firm with over two decades of experience navigating global markets.
In each episode, we explore the world of finance, macroeconomics, and market trends. Asking real questions, sharing expert analysis, and breaking down complex ideas in a way that’s informative, thoughtful, and refreshingly approachable.
Whether you’re an investor, advisor, or just finance-curious, grab a coffee and join the conversation.
Insights Over Coffee
War, Oil & Market Chaos
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In this episode of Insights Over Coffee, Sahhar Saleh is joined by Guner Turkman, CEO of Lake Geneva Investment Partners, and Ilias El-Bahraoui, Head of Asset Management at Lake Geneva Investment Partners, to discuss how intensifying geopolitical tensions are influencing global markets.
They explore a volatile start to 2026, the impact of energy disruptions and inflation, and how these forces are shaping asset classes, from credit and fixed income to gold. The conversation also highlights potential risks ahead, particularly in private credit, as markets begin to absorb the effects of ongoing geopolitical shifts.