With markets reacting to the onset of the Iran war, we invited Gene Peroni of Peroni Portfolio Advisors to the Access to Alpha podcast series where he put today’s volatility in perspective and offered his thoughts on what may lie ahead.

3 Key Takeaways:

1. Investors ought to focus on longer-term trends, as opposed to often short-lived, event-triggered corrections.
2. Since October 2025, many traditional cyclicals began leading while Technology corrected … until recently. 
3. Gene views the recent pullback as constructive (and arguably overdue) as it reined in price and sentiment excesses and positions the market to build support at incrementally higher levels.