Podcast appearances and mentions of Brent Crude

The "AI Trade" demands selectivity post-Nvidia: learn the new rules focusing on free cash flow and margins, not just growth. Brent crude's new US$100+ baseline defies temporary peace, fueled by Gulf tensions and hawkish Fed signals. This week, we dive into the dollar's safe-haven supremacy, the Kospi as a global tech bellwether, and the structural debt risks shaking G7 bonds with José Torres, senior economist at Interactive Brokers. Highlights: 01:09 AI trade: post-euphoria phase? 04:41 Brent Crude above US$100 07:07 Fed openness to rate hikes 10:40 Kospi as a global tech barometer 12:53 Dollar dominance unchallenged 16:16 The future of bond yields --- Send us your questions, thoughts, story ideas, and feedback to btpodcasts@sph.com.sg. --- Written and hosted by: Howie Lim (howielim@sph.com.sg) With José Torres, senior economist at Interactive Brokers Edited by: Howie Lim & Claressa Monteiro Produced by: Howie Lim & Chai Pei Chieh A podcast by BT Podcasts, The Business Times, SPH Media --- Follow Market Focus Weekly podcasts every Friday: Channel: bt.sg/btmktfocus Amazon: bt.sg/mfam Apple Podcasts: bt.sg/mfap Spotify: bt.sg/mfsp YouTube Music: bt.sg/mfyt Website: bt.sg/mktfocus Do note: This podcast is meant to provide general information only. SPH Media accepts no liability for loss arising from any reliance on the podcast or use of third party’s products and services. Please consult professional advisors for independent advice. Discover more BT podcast series: BT Money Hacks at: bt.sg/btmoneyhacks BT Correspondents at: bt.sg/btcobt BT Podcasts at: bt.sg/podcasts BT Lens On: bt.sg/btlensonSee omnystudio.com/listener for privacy information.

Minera Alamos has announced a series of board and management changes alongside a proposed name change to Mining Americas Inc. Heliostar has a record quarter. We have new drill results from Mithril Silver and Gold, Fortune Bay, 1911 Gold and Provenance Gold. Yukon Metals has acquired a 100% interest in the KLM Property in northern British Columbia. Tudor Gold has reported positive metallurgical test results for the Treaty Creek gold-copper-silver project in BC's Golden Triangle.This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠Integra Resources ⁠

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This is such a crap job from Gemini but when you order AI slop I suppose you get what you are given. Welcome back to the Two Jacks. It is May 4, 2026, and today Jack the Insider (Joel Hill) and Hong Kong Jack (HKJ) dive deep into a world teetering on the edge of economic and food security crises. From the "Iran War" closing the Strait of Hormuz to the ongoing "trauma" that is the Carlton Football Club, we've got plenty to cover. Show Notes & Timestamps00:00:25 – Introduction & The HK Power Situation The Jacks open episode 155 with a look at Hong Kong's infrastructure. HKJ reports on building-wide power outages to install 220 new EV chargers—a feat of density that Australia's regional infrastructure is still struggling to match. 00:01:33 – Defining the "Iran War" The hosts discuss the nomenclature of the current conflict. Is it the US-Iran War, or just the "Iran War"? They explore the complex web of proxies and the long-standing hostilities dating back to 1979. 00:03:51 – Polling & The One Nation Surge A breakdown of the latest Redbridge poll shows One Nation at 27%, the Coalition at 22%, and Labor steady at 31%. Despite the right-wing rupture, Anthony Albanese's approval rating sees a surprise boost. 00:05:18 – By-Election Analysis: Nepean & Farrah A post-mortem of the Nepean by-election, where One Nation underperformed its polling. Looking ahead to the Farrah by-election, the Jacks debate the impact of "Teal" candidates and the reliability of how-to-vote cards. 00:09:39 – Scrutineering with Julia Gillard HKJ shares a personal anecdote from his time working at the same law firm as former PM Julia Gillard, recalling how she could always spot his unique (and rebellious) preference flows during internal elections. 00:11:30 – Global Economic Strain: Oil, Food, & Fertilizer The closure of the Strait of Hormuz has triggered the largest energy disruption in history. Brent Crude is sitting at $113.40 per barrel. The hosts discuss the dire warnings from the UN World Food Programme: an additional 45 million people could face acute food insecurity by June. 00:18:34 – The Fertilizer Crisis Farmer and listener Lawrence provides boots-on-the-ground intel: nitrogen and phosphorus prices have skyrocketed, creating a "price issue rather than availability issue" that will hit developing nations like Vietnam and Thailand the hardest. 00:30:42 – Inside Iran: Economic Collapse Iran is facing 67% inflation, with red meat prices soaring beyond the reach of those on a $130/month minimum wage. Post-war reconstruction is estimated at $270 billion—nearly 80% of the nation's GDP. 00:37:22 – The Australian Budget & The Housing Divide A preview of the upcoming federal budget. Will the government risk the "demographic card" by making changes to capital gains tax and negative gearing to appease disenfranchised Millennials and Gen Z voters? 00:41:06 – Productivity & The Ghost of Keating HKJ argues that the road to recovery is productivity growth, lamenting the lack of "courageous" leadership seen during the Hawke-Keating era. 01:02:47 – Money Sinks: NDIS & Snowy Hydro 2.0 A look at the $20 billion blowout of Snowy Hydro 2.0 and the sustainability of the NDIS. 01:07:30 – Was the 90s the Pinnacle? A philosophical debate on whether Western civilization peaked in the decade following the fall of the Berlin Wall. JTI and HKJ reflect on the Cold War, nuclear disarmament talks between Reagan and Gorbachev, and our current "downward slope". 01:12:41 – The Scandinavian Model vs. The Mining Lobby Why are the Danes and Norwegians so much happier than us? The hosts discuss Norway's sovereign wealth fund and why Australia has struggled to implement similar national-building royalty programs due to effective mining industry lobbying. 01:16:03 – Sport: Premier League, NRL, & AFLPremier League: Arsenal and Man City are neck-and-neck with only one point between them. NRL: The Melbourne Storm are in a freefall with seven losses in a row. AFL: Carlton's "astonishing" lapses continue as St Kilda rips them apart. Is Michael Voss's coaching future in jeopardy? 01:34:48 – Wrap Up & Next Week's Preview The Jacks prepare to look at the UK political landscape next week, specifically the "woes" of Sir Keir Starmer and the potential comeback of Nigel Farage. "Eventually, people will get hungry enough and angry enough and will do something. But when that happens, who knows?" — Hong Kong Jack on the situation in Iran. What do you think about the government's approach to the fuel excise and the housing crisis? Drop us a line and let us know!

Brent crude just hit $111 a barrel and Jamaica's $4.50 weekly fuel cap is about to shatter. Matthew Preston and Thaon Simms break down how the Strait of Hormuz closure and the $11.8 billion Petrojam crisis are quietly crushing JSE stocks across manufacturing, banking, and energy. From Wisynco's diesel fleet to NCB's bond portfolio to Grace Kennedy's 9% price hike landing May 1, every Jamaican investor needs to know which companies survive this and which ones bleed. Your portfolio's exposure runs deeper than you think.Chapters:00:00 Brent Crude at $111 and the JSE Crisis02:22 The Strait of Hormuz Shutdown Explained06:01 The 14 Million Barrel Production Cut11:07 How Petrojam Pricing Actually Works17:31 The $4.50 Cap and the $11.8 Billion Problem20:21 Why Your JPS Bill Is About to Spike24:52 The $40,000 a Month Bus Commuter Story28:09 Why Trans Jamaica Highway Survives34:33 The Margin Squeeze on FESCO and RPL42:10 Manufacturing Stocks at Risk: WISYNCO, SEPROD, GK49:30 The Bond Trap at NCB and SAGICOR56:28 WIGTON and the Renewables Tailwind

Barry Mare speaks to Lindsey Schutters, business journalist at Daily Maverick, to unpack the upper limits of this oil cycle — from historical price peaks to current forecasts that suggest the market could be entering uncharted territory. From supply shocks to speculative trading pressure, the global oil system is now reacting in ways that make price ceilings increasingly difficult to predict. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

AP correspondent Karen Chammas reports on the price of oil as the US and Israel continue to be at war with Iran.

Global markets are facing rising uncertainty as West Asia tensions, crude oil volatility, and stagflation risks begin influencing investor sentiment worldwide. But how prepared is India's economy and stock market for these challenges?In this video, we break down the latest global economic developments, India's GDP outlook, banking sector Q4 FY26 results, and key mutual fund investment trends that every investor should understand right now.You'll also learn what recent developments in HDFC Bank, ICICI Bank, UltraTech Cement, and pension sector reforms signal for long-term investors.Whether you're tracking market risks, sector opportunities, or portfolio allocation strategies, this session provides clarity backed by data and real market insights. Key Topics Covered• Rising global stagflation concerns and West Asia crisis impact• Brent crude volatility and Strait of Hormuz developments• India's FY27 GDP growth outlook by SBI Research• Pension sector FDI reforms and what they mean for investors• HDFC Bank Q4 FY26 results analysis• ICICI Bank asset quality and earnings strength• UltraTech Cement capacity milestone and expansion strategy• Mutual fund flow trends shifting beyond large caps• Changing retail investor participation patterns If you want to understand how global risks + domestic fundamentals shape investment decisions, this video will help you stay ahead. Listen till the end for sector insights and portfolio-level implications Share this with fellow investors tracking markets closely#StockMarketIndia #GlobalMarketUpdate #BankingSectorResults #InvestmentStrategyIndia #EconomicOutlookIndia

Iran's Foreign Minister says ships can again use the crucial Persian Gulf sea route while a ceasefire continues to hold. Markets have reacted sharply to the news. The price of Brent Crude fell 10 percent on the news. Shares in oil companies have fallen, while shares in airlines and other heavy energy users have risen sharply. And we hear from Lebanon about how the country's economy is faring.

AP reported that effort to extend the US-Iran ceasefire has made progress with mediators aiming to extend for at least another two weeks. Both sides gave an “in principle agreement” to extend the ceasefire.The Pentagon is sending thousands of additional troops into the Middle East in the coming days, WaPo reported citing US officials. This move aims to pressure Iran while the US mulls the possibility of additional strikes or ground operations if the ceasefire breaks.European bourses mixed, Luxury suffers on KER FP and RMS FP while ASML raises FY guidance; US equity futures flat with Morgan Stanley and BofA ahead. DXY muted, GBP/USD retreats from 1.36 with UK GDP later in the week.Global fixed benchmarks trade cautiously awaiting President Trump and central bank speakers.Commodities tread water in anticipation of a second US-Iran meeting.Looking ahead, highlights include US Export/Import Prices (Mar), Fed Beige Book (Apr). Speakers include US President Trump, Fed's Barr, Hammack & Bowman, ECB's Lagarde, Cipollone, Nagel & Schnabel, BoE's Bailey, Greene, SNB's Schlegel, RBA's Hauser & RBNZ's Breman. Earnings from Morgan Stanley and Bank of America.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

What is the status of the current war in the Gulf? On one plane, the war persists with unabated brutality; on another, it appears momentarily paused under a fragile ceasefire. At yet another level it is about keeping energy supplies to the world open, anxiously tracking the prices of Brent Crude and Natural Gas amid deteriorating investor confidence as US puts blockade on Hormuz for Iranian Ships. Consulting Editor Dr. Swasti Rao explains in her latest opinion, watch:

Markets ripped higher on hopes of a fragile ceasefire, but beneath the relief rally there's still plenty of chaos to unpack. Bryce and Allly Selby dig into Bill Ackman's audacious bid for Universal Music, a wild Wall Street research mission through the Strait of Hormuz, and a community question on how to talk to retired parents about super during volatile markets. Then they finish with a rapid-fire buy or sell with Bryce giving his take on five stocks making headlines right now.Subscribe now to catch Ally's new show Buy or Sell launching this Friday April 17th on Youtube or wherever you get your podcasts.In this episode:00:00 War, Markets & Big Stories04:05 Bill Ackman's Music Industry Bet05:51 Wild Wall St Analyst Spy Mission12:26 Community question: How to talk to parents about Super19:06 Buy or Sell Is Returning21:10 Buy or Sell: DroneShield22:27 Buy or Sell: Guzman y Gomez23:27 Buy or Sell: NextDC24:39 Buy or Sell: Liberty Media26:07 Buy or Sell: Dealer's ChoiceStocks & ETFs mentioned: Universal Music Group (AMS: UMG), Bitcoin (CRYPTO: BTC), Brent Crude, West Texas Intermediate, United Airlines Holdings (NASDAQ: UAL), Qantas Airways (ASX: QAN), DroneShield (ASX: DRO), Guzman y Gomez (ASX: GYG), NEXTDC (ASX: NXT), Liberty Media Formula One, SK Hynix (KRX: 000660), BetaShares Asia Technology Tigers ETF (ASX: ASIA), Global X Artificial Intelligence ETF (ASX: AIQ), DHHF (ASX: DHHF)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We're particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peopletoday.———Equity Mates Investing is a product of Equity Mates Media. Hosted on Acast. See acast.com/privacy for more information.

13. Jim McTague and Simon Constable report on rising global commodity prices, including Brent crude and diesel. They discuss the impact of the Iran conflict on fertilizer supplies and the resulting economic strain.,,, (13)1540 Paris

The price of oil is skyrocketing— and the ripple effects are spreading fast. Today, Nicole sits down with Lauren Simmons, former trader on the floor of the New York Stock Exchange, to break down exactly what's driving market volatility right now and what you should actually be doing with your money. Lauren and Nicole get into why the Petrodollar system is cracking, whether the U.S. dollar is still a safe haven (Lauren's honest answer might surprise you), and where big institutional investors are quietly moving their money. Lauren also opens up about her own portfolio — why she put 10% into gold and silver, why she's steering clear of Bitcoin, and her take on the AI bubble question. This episode was taped on 3.26.26. Check out Nicole's financial literacy course The Money School  Find a Financial Advisor or Financial Coach from Nicole's company Private Wealth Collective Watch video clips from the pod on Money Rehab's Instagram and Nicole Lapin's Instagram Check out Lauren's personal finance book Make Money Move Here's what Nicole covers with Lauren:  00:00 Are You Ready for Some Money Rehab? 00:18 Why Oil Prices Are Exploding Right Now  01:24 Why Americans Pay Global Oil Prices No Matter What  02:01 The Petrodollar System Explained  03:25 Is the Dollar's Reign as Safe Haven Over?  06:13 Why Volatile Markets Are Actually Wealth-Building Opportunities  07:35 Brent Crude 101  09:00 How Often Should You Actually Check Your Portfolio?  10:09 How Much Oil Should Be in Your Portfolio?  11:36 Why Lauren Is Skeptical of the Dollar Right Now  13:19 Gold, Silver, and Lauren's Actual Portfolio  15:06 How to Start Investing in Metals ETFs  15:55 Bitcoin: Bullish or Bearish?  17:10 The Crypto Wash Sale Rule Loophole Nicole Is Using  20:07 Could the Dollar Lose Reserve Currency Status?  22:00 International ETFs as a Dollar Hedge (VXUS)  22:12 Defense and Energy Stocks: XLE and Dividend Strategy  26:00 How to Invest With Your Values (ESG and Its Limits)  28:39 What Sectors Lauren Is Bullish On Right Now  29:00 Why Lauren Is Avoiding Pure-Play AI Stocks  31:00 Is There an AI Bubble?  33:00 The Energy Problem Powering (and Threatening) AI  34:53 Lauren Simmons' Tip You Can Take Straight to the Bank All investing involves risk, including loss of principal. This episode is for informational purposes only and does not constitute financial, investment, or legal advice. Always consult a licensed professional before making financial decisions.

The conflict between the United States, Israel and Iran is now deep into its fifth week, with tensions showing little sign of easing. Prof Yossi Mekelberg, international analyst, speaks to John Maytham to assess the latest developments, from escalating rhetoric and stalled diplomatic efforts to the impact on global oil markets and growing regional instability. He unpacked how statements from leaders are shaping perceptions on all sides, and what this means for the chances of a negotiated resolution versus further escalation in the weeks ahead. Presenter John Maytham is an actor and author-turned-talk radio veteran and seasoned journalist. His show serves a round-up of local and international news coupled with the latest in business, sport, traffic and weather. The host’s eclectic interests mean the program often surprises the audience with intriguing book reviews and inspiring interviews profiling artists. A daily highlight is Rapid Fire, just after 5:30pm. CapeTalk fans call in, to stump the presenter with their general knowledge questions. Another firm favourite is the humorous Thursday crossing with award-winning journalist Rebecca Davis, called “Plan B”. Thank you for listening to a podcast from Afternoon Drive with John Maytham Listen live on Primedia+ weekdays from 15:00 and 18:00 (SA Time) to Afternoon Drive with John Maytham broadcast on CapeTalk https://buff.ly/NnFM3Nk For more from the show go to https://buff.ly/BSFy4Cn or find all the catch-up podcasts here https://buff.ly/n8nWt4x Subscribe to the CapeTalk Daily and Weekly Newsletters https://buff.ly/sbvVZD5 Follow us on social media: CapeTalk on Facebook: https://www.facebook.com/CapeTalk CapeTalk on TikTok: https://www.tiktok.com/@capetalk CapeTalk on Instagram: https://www.instagram.com/ CapeTalk on X: https://x.com/CapeTalk CapeTalk on YouTube: https://www.youtube.com/@CapeTalk567 See omnystudio.com/listener for privacy information.

Singapore shares inched higher today amid a bruising day for Asian equities. The Straits Times Index nudged 0.14% higher at 4,905.20 points at 2.31pm Singapore time, with a value turnover of S$1.22B seen in the broader market. In terms of counters to watch, we have DBS, given how the group has entered India’s buoyant equity capital market, marking a push into one of the world’s busiest venues for share sales. Elsewhere, from how Japan stepped up yen intervention threats and signalled that further falls in the currency could justify a near-term interest rate hike, to what to watch ahead of remarks from US Federal Reserve Chair Jerome Powell and the head of New York Fed John Williams, more international headlines remained in focus. On Market View, Money Matters’ finance presenter Chua Tian Tian unpacked the developments with David Kuo, Co-founder, The Smart Investor.See omnystudio.com/listener for privacy information.

S&P coming off its worst day since January - and the Nasdaq sliding into correction territory... Sara Eisen and Michael Santoli discussed the latest moves with market veteran Rebecca Patterson - before breaking down Brent Crude's pop above $110 a barrel with Bank of America's Head of Commodities. Elsewhere in the hour - former Tesla President and current GM Board Member Jon McNeill gave his take on how all the global chaos is making EVs look a lot more attractive for consumers... and the team got the latest out of Washington on the DHS shutdown, as long airport wait times continue to wreak havoc for travelers.  Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Economic HeadlinesThe economic narrative has shifted from "gradual recovery" to "geopolitical volatility" as conflict in the Middle East continues to dictate the pace of inflation and interest rates. For multifamily operators, the immediate impact remains the "inflation tax" on renters' wallets, weaker job creation, and the subsequent effect on 2026 occupancy and rent growth.· Energy Volatility: After a volatile week, Brent Crude oil climbed back above $106/bbl this morning as hopes for an immediate ceasefire in the Middle East faded. While the national gasoline average has finally plateaued at $3.98/gal—marking its first daily decline this month—consumers are still grappling with prices roughly $1.00 higher than they were 30 days ago.· Capital Markets: Markets remain under pressure, with the S&P 500 down 5% and the Dow down nearly 6% from late February highs. Investors are increasingly defensive as "stagflation" fears move to the forefront, driven by a combination of high energy costs, sticky inflation, and a cooling labor market.· Mortgage Rates: The 30-year fixed-rate mortgage (FRM) has jumped to 6.49% according to Bankrate, its highest level of 2026. While the lack of affordability in the owner-housing market boosts renter demand, the overall impact is a drag on the economy.Explore our webpage for more insights and resources:https://bit.ly/Radix_Website

As the Iran war enters its fourth week, global markets are scrambling to price in shocks. The impact is rapidly deepening for India. Goldman Sachs has already revised its outlook twice, flagging rising oil prices, a widening current account deficit, and slowing growth. Host Anirban Chowdhury talks to Santanu Sengupta, managing director and chief India economist and warns that Brent could average $85, with spikes worsening inflation and forcing RBI rate hikes. India’s reliance on Middle Eastern crude places it at the epicentre of risk, raising a critical question: how much pain can be absorbed before it reaches consumers?Listen in.You can follow Anirban Chowdhury on his social media: X and Linkedin Check out other interesting episodes like: How Will a Volatile ₹ Impact You in 2026?, How Quick Commerce is Triggering a Health Crisis for Gen Z, India’s Labour Law Reboot, Viral to Valuation: Building Women’s Cricket as a Brand and much more.Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.See omnystudio.com/listener for privacy information.

“I like a lot of pessimism,” says Jim Paulsen. He gives his perspective on what's next for the U.S.-Iran War and how markets can move back towards optimism. He thinks that we will “find more oil that can be released” if tensions de-escalate, but expects Brent crude to be “permanently elevated, somewhat.” He also thinks that the Fed would ease without the war as we need job creation. ======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Oil prices have risen as the fall out continues from the ongoing Middle East crisis. Brent Crude oil rose about US$1 to be just above US$113 a barrel in early Asia trade. Harbour Asset Management expert Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

Oil prices have risen as the fall out continues from the ongoing Middle East crisis. Brent Crude oil rose about US$1 to be just above US$113 a barrel in early Asia trade. Harbour Asset Management expert Shane Solly explained further. LISTEN ABOVESee omnystudio.com/listener for privacy information.

How Market Volatility and Geopolitical Risk Affect Your Retirement Portfolio When global events rattle energy markets and push interest rates higher, the impact lands quickly in retirement portfolios — and not always where investors expect. On a recent episode of The Financial Hour of The Tom Dupree Show, host Tom Dupree Jr., portfolio manager Mike Johnson, and co-host James Dupree broke down what geopolitical conflict, rising oil prices, and bond market shifts actually mean for people thinking about retirement or already living on their investments. The conversation was a clear reminder that retirement portfolio management isn’t a “set it and forget it” proposition — it’s an active, ongoing process that requires a plan before volatility arrives. Geopolitical Conflict Is Driving Oil Prices — and Bond Market Uncertainty The episode opened with a frank look at how ongoing conflict in the Middle East was producing ripple effects across asset classes. Tom noted that the situation had “more tentacles” than markets initially anticipated, and that one of the more surprising outcomes was the direction of bond yields. Traditionally, geopolitical stress sends investors toward the safety of government bonds, pushing yields down. This time, yields moved higher — adding pressure to interest rate-sensitive holdings, including many dividend-paying stocks. Oil prices added to the uncertainty. West Texas Intermediate (WTI), the U.S. benchmark, was trading near $98 per barrel, while Brent Crude — the European and Middle Eastern benchmark — had spiked as high as $119 in a single session before closing near $109. As Mike Johnson observed, “You don’t see swings like that in commodities typically.” That kind of intraday volatility in a major commodity signals genuine uncertainty, not routine market noise — and it was feeding directly into inflation expectations and the bond market’s pricing of future interest rate cuts. For investors in or approaching retirement, this matters because rising interest rates reduce the value of existing bonds and compress the price of dividend-paying equities — two asset types that retirement portfolios frequently rely on for income. Understanding how these dynamics interact is part of what separates a thoughtfully managed retirement portfolio from one that simply tracks an index. The Danger of Autopilot Investing in a Volatile Market One of the most direct points of the episode was aimed squarely at investors who have left their money on autopilot — particularly in target date funds or pure S&P 500 index vehicles. With the Dow and Nasdaq each sitting roughly 8.5% below their all-time highs and approaching technical correction territory, Tom made the stakes clear: “That’s the danger of autopilot investing. We’re just trying to show, with our portfolio, the benefit of having a managed portfolio — having something where there’s a reason why what’s in there is in there.” FINRA has noted that target date funds carry their own set of risks, including the possibility that the fund’s glide path may not align with an individual investor’s actual timeline or income needs. When markets get volatile, that mismatch can become costly — especially for someone in the withdrawal phase who can’t afford to wait for a recovery. The Dupree Financial portfolio, by contrast, was carrying roughly 34–35% cash at the time of the episode — a deliberate positioning that provided both stability during the downturn and the flexibility to buy quality companies when prices became attractive. Proactive Management vs. Market Timing: What’s the Difference? A common misconception in volatile markets is that “doing something” with a portfolio means trying to time the market — selling at the top, buying at the bottom. Mike Johnson was clear that this isn’t the goal and isn’t realistic over the long run: “It’s proactive management. It’s not timing the market. That’s not what proactive management is, because nobody can consistently time the market. It’s weighing risk and return in the context of what your needs and your goals are as an individual investor.” What proactive management actually looked like in this episode was instructive. On the fixed income side, the team had reduced exposure to longer-duration bonds ahead of further rate increases. On the equity side, they had taken profits in energy holdings that had performed well — recognizing that a quicker-than-expected resolution to the conflict could send oil prices sharply lower. Both moves were made not in reaction to daily headlines, but in response to a pre-existing framework for managing the portfolio. This is precisely the kind of investment philosophy that distinguishes a managed, separately managed account from a mass-market packaged product. As the SEC explains in its guidance on investment advisers, registered investment advisers have a fiduciary obligation to act in the client’s interest — which includes tailoring strategy to each client’s individual situation, not a generalized one-size-fits-all model. The Investor Life Cycle: Why Your Age Changes Everything Mike made an important distinction between investors who are still in the accumulation phase and those who are drawing income from their portfolios. For a 25-year-old dollar-cost averaging into the market, a correction is an opportunity. For someone in retirement taking regular withdrawals, the same correction can create real damage — especially if the portfolio is positioned for growth alone. “It all comes down to the individual’s situation and where they are. And so if you’re looking at things we bought last April, those were all in the context of ‘this is a retirement portfolio.’ It wasn’t just throw it out in the market and hope things go up. It was deeper than that.” The purchases made during April’s tariff-driven selloff were chosen specifically because they were dividend payers — meaning clients were receiving income regardless of short-term price movement. As Mike put it: “If this doesn’t play out immediately, our clients are still getting paid a dividend while we wait.” That’s the context of personalized investment management built around retirement income, and it’s a fundamentally different approach than a portfolio optimized purely for capital appreciation. The Department of Labor emphasizes that retirement plan participants should consider their time horizon and income needs when evaluating investment options — a principle that’s easier to apply when working with a portfolio manager who knows your specific situation rather than an algorithm or an assigned counselor unfamiliar with your goals. AI, Data Centers, and What’s Actually Interesting in This Market Not every segment of the market was selling off. James Dupree pointed to a notable divergence: certain AI-infrastructure names — specifically optical connectivity stocks tied to data center buildout — were rising even as the broader market fell. Nvidia’s CEO Jensen Huang had recently announced a $2 billion investment in a fiber optic connectivity company, signaling that optical connectivity is becoming central to next-generation data center architecture. But James also flagged a compelling counter-narrative playing out in real time. The portfolio holds a copper connectivity company — one with actual earnings — that had been sold down by a market fixated on optical alternatives. When Broadcom’s CEO explicitly endorsed copper on a recent earnings call, it validated what the fundamentals already showed. As James put it: “The company that we own — it’s basically an ethernet cable that connects the rack. They have earnings. The stock’s gotten beaten up because of the whole optics thing. And the Broadcom CEO on their earnings call literally endorsed copper.” James also raised a sharper observation about how this market prices companies: a stock can report a 40% earnings and revenue beat and still get sold off — because investors are already pricing in whether that performance can be sustained two or three years from now. As he noted, “That stock reported literally a 40% earnings beat and a revenue beat, and they sell it off. It just doesn’t make any sense.” It’s a dynamic that penalizes companies generating real cash today in favor of speculative forward projections — and it creates genuine mispricing opportunities for investors willing to look at the fundamentals. This kind of granular, bottom-up analysis — looking at real earnings, real dividends, and real competitive dynamics — is what active, hands-on portfolio management makes possible. It’s not about chasing whatever is trending in a financial news headline. As Tom observed, the financial media’s job is to attract viewers and sell advertising — not to provide context specific to your situation. Key Takeaways Geopolitical conflict drives oil prices and bond yields in ways that directly affect retirement income portfolios — especially dividend-paying stocks and fixed income holdings. Autopilot investing in target date funds or index products carries real risk during corrections, particularly for investors taking distributions. Proactive management is not market timing — it’s adjusting risk and opportunity based on a pre-established plan tied to each client’s individual goals. Dividend-paying companies provide income while waiting for price recovery, which is a critical advantage for retirement portfolios navigating volatile periods. Having a plan before volatility arrives is essential — the best time to establish one is before a correction begins, not during it. The news media is in the entertainment business, not the financial planning business. Headlines provide no context for your individual investment situation. Cash reserves and a clear investment framework allow a managed portfolio to take advantage of opportunities when prices become attractive. Frequently Asked Questions How does geopolitical conflict affect my retirement portfolio? Geopolitical instability — particularly conflict in oil-producing regions — can drive energy prices higher, fuel inflation concerns, and push bond yields up. For retirement portfolios that rely on fixed income and dividend income, rising rates can reduce the market value of existing holdings. A proactively managed portfolio adjusts duration exposure and equity positioning in response to these dynamics rather than waiting for losses to accumulate. What is the difference between a target date fund and a separately managed account? A target date fund is a pooled product that adjusts its stock-to-bond allocation automatically based on a projected retirement year. A separately managed account holds individual securities chosen specifically for you, managed by a portfolio manager with visibility into your income needs, tax situation, and goals. The SEC provides guidance on separately managed accounts and their differences from mutual fund structures. For investors in retirement who need income and downside awareness, the difference can be significant. Is now a good time to invest during market volatility? Historically, periods of broad market pessimism have created buying opportunities — Tom referenced the Iraq invasion of Kuwait in 1990 as an example where the market’s fear proved to be a buying signal. Whether it’s a good time to invest depends entirely on your personal situation: your income needs, your time horizon, what you already own, and how your portfolio is currently positioned. That’s a conversation best had with a portfolio manager who knows your circumstances. What does “proactive portfolio management” mean for someone in retirement? Proactive management means having a defined strategy for how the portfolio responds to changing conditions — not chasing headlines or making reactive trades. It means knowing what you own and why, holding sufficient cash to act on opportunities, reducing risk in areas of uncertainty, and maintaining dividend income so clients are compensated while the market works through volatility. It is not the same as market timing, which attempts to predict short-term price movements — something no one can do consistently. How do I know if my current portfolio is built for retirement income? If you’re uncertain whether your portfolio is positioned for income, downside protection, and your specific withdrawal needs, the first step is a portfolio review. Many investors discover they hold funds or products that were appropriate for accumulation but aren’t structured for the income and stability retirement requires. A personalized portfolio analysis can identify gaps and help you understand exactly what you own and why. Ready to Talk About Your Portfolio? If the market volatility of recent weeks has left you wondering whether your portfolio is built for where you are right now — not just where you were 10 or 20 years ago — it may be time for a fresh look. At Dupree Financial Group, every client has a separately managed account with individual stock ownership, direct access to your portfolio manager, and a strategy built around your income needs and retirement goals. That’s a fundamentally different experience than working with a large national firm where you’re assigned a counselor unfamiliar with your situation. Tom Dupree Jr. has spent 47 years in investment management. His approach is straightforward: quality companies, real dividends, and portfolios built to hold up when markets get difficult. Schedule a complimentary consultation today:

While global markets remain focused on the latest central bank moves, rising energy prices and geopolitical shifts are adding a new layer of complexity to the inflation outlook. This week, Sophia Mavridis is joined by Bell Financial Group's CIO Will Riggall to discuss his approach to navigating this climate, focusing on how these macro pressures translate into real-world economic impacts and corporate performance.In this week's video, Sophia and Will cover:why a shift in geopolitical strategy is keeping upward pressure on Brent crude and global inflationa look at the RBA's recent hike and why the path toward lower rates is becoming more complicatedwhat the leadership transitions at BHP (ASX:BHP) and Woodside (ASX:WDS) mean for their futures.

Higher oil prices rock the markets.

The Iran war again influencing stock prices.

Preview for later today. Simon Constable reports from France on skyrocketing energy prices fueled by the Iran war. With Brent crude up 50% and electricity soaring, diesel shortages and economic strain are looming for farmers. (2)1925

Stocks drop as the price of crude oil jumps.

Higher Oil Prices are Cutting into Consumer Tailwinds Coming into the year, one of the major economic themes was the expected strength of the U.S. consumer. A key reason for that optimism was the wave of additional tax refunds created by provisions from last year's tax legislation, including changes such as no tax on tips, no tax on overtime, and adjustments to the SALT deduction. These measures were expected to deliver a meaningful boost to household cash flow. So far, that boost has materialized. Tax refunds are running about $24.7 billion higher compared to this time last year, providing a significant inflow of funds to American households. However, rising oil prices are beginning to offset part of that benefit. Gasoline costs have increased by roughly 57 cents per gallon, and because the United States consumes about 380 million gallons of gasoline per day, that price increase translates to approximately $218 million in additional daily spending on fuel. Over time, that adds up quickly. Estimates suggest that around $5–6.5 billion of consumer purchasing power has already been absorbed by higher gasoline costs. While that has not eliminated the entire tax refund boost, it has clearly reduced the amount of money consumers have available for discretionary spending. There are early signs of this shift in behavior. The U.S. savings rate has moved higher, indicating that consumers may be holding onto more of their refund rather than spending it broadly across the economy. Instead, a larger portion of that money is being redirected toward energy costs. This dynamic isn't inherently negative, but if energy prices remain elevated for an extended period, it could limit the broader economic stimulus that tax refunds were expected to provide. Oil Markets Echo Past Geopolitical Shocks Consumer spending remains one of the most important drivers of economic growth and market performance, which makes rising oil prices especially significant. To better understand the current environment, it's helpful to look at how oil prices behaved during previous geopolitical shocks, particularly the surge that followed the Russian invasion of Ukraine. At that time, oil prices rose sharply as the conflict escalated. Brent Crude climbed from around $65 per barrel in early December 2021 to roughly $139 per barrel as the war unfolded in early 2022. Recent events show a similar pattern. Tensions surrounding the conflict involving Iran pushed oil prices from about $60 per barrel to nearly $120, reaching a peak around early March before retreating as tanker traffic resumed through the Strait of Hormuz. This waterway is one of the most critical chokepoints in global energy supply, with a significant share of the world's oil passing through it. Because of that, any disruption to traffic there introduces considerable supply risk. The good news is that oil prices have recently pulled back, suggesting that markets may be pricing in a better-than-feared outcome. If the pattern continues to resemble the 2022 experience, there's a possibility that peak prices for this geopolitical event may already be behind us. Still, uncertainty remains high. Oil volatility continues to reflect ongoing concerns about the duration and intensity of the conflict and its potential impact on global supply. What Higher Oil Means for the Federal Reserve While market attention has largely been focused on geopolitical developments and energy prices, another important factor is quietly approaching: the Federal Reserve's upcoming policy meeting. The Federal Reserve is widely expected to hold rates steady for now. However, expectations for interest rate cuts have shifted dramatically in recent months. At the start of the year, markets were pricing in roughly three rate cuts for 2026. That expectation has now dropped to fewer than one cut for the year, a significant change in outlook. A major reason for this shift is renewed concern about inflation, particularly due to higher energy prices. Oil price spikes often create short-term inflation pressure, but historically they tend to be one-off events rather than drivers of sustained inflation. In many cases, high oil prices eventually slow economic activity, which helps ease inflation pressures over time. Some early signs of that slowdown are beginning to appear. Recent revisions show that U.S. real GDP growth slowed from 1.4% in the fourth quarter to 0.7%, indicating a modest deceleration in economic momentum. Ironically, if oil prices eventually decline, as they often do after geopolitical shocks, the resulting drop in inflation pressure could reopen the door for additional rate cuts from the Fed. For now, savers may benefit from higher interest rates lasting longer than expected. But if oil prices retreat and economic growth slows further, the outlook could shift toward two to three rate cuts, which would be more favorable for borrowers. Greg Powell, CIMA® President and CEO Wealth Consultant Email Greg Powell here Bobby Norman, CFP®, AIF®, CEPA® Managing Director Wealth Consultant Email Bobby Norman here Trey Booth, CFA®, AIF® Chief Investment Officer Wealth Consultant Email Trey Booth here Ty Miller, AIF® Vice President Wealth Consultant Email Ty Miller here Fi Plan Partners is an independent investment firm in Birmingham, AL, with a team of professionals serving clients across the nation through financial planning, wealth management and business consulting. The team at Fi Plan Partners creates strategies in the best interest of their clients using fee based investing. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Economic forecasts set forth in this presentation may not develop as predicted. No strategy can ensure success or protect against a loss. Stock investing involves risk including potential loss of principal. Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.The post Oil Tells the Story first appeared on Fi Plan Partners.

Your daily news in under three minutes. At Al Jazeera Podcasts, we want to hear from you, our listeners. So, please head to https://www.aljazeera.com/survey and tell us your thoughts about this show and other Al Jazeera podcasts. It only takes a few minutes! Connect with us: @AJEPodcasts on Twitter, Instagram, Facebook, and YouTube

Increased fuel costs could drive some trucking business under according to an industry association. War in the Middle East has effectively closed the Hormuz strait, a vital shipping lane, meaning oil prices are volatile. A barrel of Brent Crude is just over $100 US dollars. The New Zealand Trucking Association says fuel has now overtaken labour as the biggest cost for trucking companies. CEO David Boyce spoke to Lisa Owen.

Stocks sell off again due to Iran War concerns. Rapidan Energy's Bob McNally joins the show to break down the state of the energy market.    And investors Tom Lee and Cathie Wood join Power Lunch and give their market outlook right now.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After oil prices climbed to nearly $120 a barrel yesterday, Donald Trump signalled a possible abrupt end to the conflict in Iran. Markets calmed, but the course of the war remains unclear. Why China's government has said little about Iran. And how a hippy grocery store became America's swankiest supermarket.Guests and host:Edward Carr, deputy editor of “The Economist”Simon Rabinovitch, Beijing bureau chiefAvantika Chilkoti, global business correspondent Rosie Blau, host of “The Intelligence”Topics covered: Iran, Donald Trump, Brent Crude, financial markets, Asia, oil shockChinese foreign policy, Wang YiErewhon, food prices, supermarketsListen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.  Hosted on Acast. See acast.com/privacy for more information.

After oil prices climbed to nearly $120 a barrel yesterday, Donald Trump signalled a possible abrupt end to the conflict in Iran. Markets calmed, but the course of the war remains unclear. Why China's government has said little about Iran. And how a hippy grocery store became America's swankiest supermarket.Guests and host:Edward Carr, deputy editor of “The Economist”Simon Rabinovitch, Beijing bureau chiefAvantika Chilkoti, global business correspondent Rosie Blau, host of “The Intelligence”Topics covered: Iran, Donald Trump, Brent Crude, financial markets, Asia, oil shockChinese foreign policy, Wang YiErewhon, food prices, supermarketsListen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account.  Hosted on Acast. See acast.com/privacy for more information.

Just to get you up to speed on oil prices: Brent Crude is at $92 a barrel this morning. Yesterday morning, it was at $117. While prices have dipped, they're still higher than they were before the Middle East war began. That means more money for oil producers. So will domestic producers use that extra cash to drill more? Also: the latest in Anthropic's dispute with the Pentagon and what to make of last year's big jump in product recalls.

Just to get you up to speed on oil prices: Brent Crude is at $92 a barrel this morning. Yesterday morning, it was at $117. While prices have dipped, they're still higher than they were before the Middle East war began. That means more money for oil producers. So will domestic producers use that extra cash to drill more? Also: the latest in Anthropic's dispute with the Pentagon and what to make of last year's big jump in product recalls.

The Chatham Islands, that rely heavily on diesel to power the island, are bracing for an energy shock. While some of the island is now powered by the Point Durham wind farm that opened in November, petrol is also shipped to the island about 800kms from the mainland. The price of Brent Crude is fluctuating off the back of war in the Middle East, as around 650 residents on the Chatham's brace for pain at the pump. Chatham Islands Enterprise Trust chief executive, Bob Penter spoke to Lisa Owen.

In this week's episode, Trevor Garvin, Head of Multi-Manager at Nedgroup Investments provides an update on recent developments in the Middle East and the resulting disruptions to key transport and energy routes. He explains how these developments aligned with sharp movements in Brent crude oil prices, shifts in global inflation expectations, and volatility across emerging market currencies and global equity markets. Trevor also highlights how investors can interpret these market reactions within the context of long-term investment planning. LinkedIn · YouTube

About $90 billion was wiped off Australia's share market today, Brent Crude has soared above $US114 a barrel. Plus, the oil price shock is stoking fears of inflation and higher interest rates.See omnystudio.com/listener for privacy information.

Alle wissen, dass die Abwehrraketen der USA und ihrer Verbündeter für höchstens 3-4 Wochen intensiven Luftkrieg ausreichen. Was passiert danach? Die befürchtete Nuklear-Eskalation? Wie ist das Kriegsszenario der USA? Oder geht's nur ums "Geschäft"?Ein Standpunkt von Jochen Mitschka.Der Konflikt begann mit koordinierten US-amerikanisch-israelischen Angriffen auf iranische Ziele im Bereich Nuklearwaffen, Raketen und Führung. Der Angriff startete (1) am 28. Februar 2026 mit gemeinsamen US-israelischen Luftangriffen auf iranische Militär- und Führungsziele, einschließlich nuklearer Einrichtungen, Raketenbasen und Kommandostrukturen. Der US-Präsident Donald Trump kündigte (2) "große Kampfoperationen" an, und Israel bestätigte den Einsatz von über 200 Kampfflugzeugen gegen 500 Ziele – den größten Angriff in der Geschichte der israelischen Luftwaffe. Der iranische Supreme Leader Ali Khamenei wurde in den ersten Stunden ermordet (3). Die Operationen zielten explizit auf die Zerstörung von Irans Nuklear- und Raketenfähigkeiten ab, um einen Regimewechsel zu erzwingen.Erwartungsgemäß reagierte der Iran mit Raketenangriffen und regionalen Stellvertreterangriffen gegen Israel und US-Stützpunkte, darunter auch in den Golfstaaten mit US-Militärstützpunkten wie dem Luftwaffenstützpunkt Al Udeid in Katar, Ali Al Salem in Kuwait, Al Dhafra in den Vereinigten Arabischen Emiraten und der Fünften US-Flotte in Bahrain. Über 400 Raketen und 800 Drohnen wurden in den ersten zwei Tagen abgefeuert (4), was zu Schäden an Flughäfen und Infrastruktur führte (z.B. in Dubai, Abu Dhabi und Manama). Die Hisbollah (als iranischer Proxy) feuerte Raketen auf Israel ab, was nach vorherigen ca. 10.000 Waffenstillstandsverletzungen durch Israel zu "Gegenangriffen" (5) Israels in Libanon führte.Außerdem forderte Israel die Bevölkerung auf, den Süden des Libanons zu verlassen, offensichtlich versucht Israel nun im Schatten des Irankrieges, endlich den Süden bis zum Fluss Litani zu besetzen, wie schon 1967 geplant. Die Angriffe des Irans haben den Angriffskrieg der USA und Israels auf die gesamte Region ausgeweitet.Berichten zufolge waren die US-amerikanisch-israelischen Operationen auf mehrere Wochen angelegt (6). Laut israelischen Streitkräften umfasste der gemeinsame Angriff über 200 Kampfflugzeuge, die 500 Ziele attackierten – der größte Angriff in der Geschichte der israelischen Luftwaffe. Insgesamt seien von der angreifenden Koalition 2.000 Ziele bombardiert (7) worden. Laut Trump sollte der Angriffskrieg lediglich vier Wochen dauern (8). Am Freitag wurden in der Anfangsphase über 200 Tote und Hunderte Verletzte im Iran gemeldet, am 2. März stiegen die Zahlen (9) auf über 550 mit steigender Tendenz. Entgegen den Zusicherungen der USA und Israels wurden bereits zivile Zwischenfälle gemeldet (z. B. Opfer bei Angriffen auf Schulen (10)). Iranische Medien beschreiben drastische Kollateralschäden (11). Diese Angriffe werden die globalen Wirtschaftsaussichten beeinträchtigen, die bereits durch geoökonomische Fragmentierung (Sanktionsblöcke, Aufspaltung der Lieferketten) und die extrem hohe Sensibilität des Ölmarktes (Hormus-Risikoprämie) eingeschränkt sind.Der Konflikt hat zu einem sprunghaften Anstieg (12) der Ölpreise geführt (Brent-Crude um 7–13% auf bis zu 82 USD/Barrel). Worüber sich Russland freuen dürfte, was zum Zeitpunkt der Veröffentlichung bereits überholt sein dürfte. Analysten warnen (13) vor Preisen von 115–140 USD bei anhaltender Eskalation, mit Verdopplung von Versicherungskosten für Schiffe im Golf und Roten Meer. Die globale Inflation könnte um 1–1,5% steigen, das BIP im Nahen Osten um 5–8% sinken, und das globale Wachstum (14) um 0,7%. Der Konflikt verstärkt (15) die geoökonomische Fragmentierung (Sanktionen, Lieferketten) und erzeugt Unsicherheiten, welche Investitionen verzögern oder verhindern....https://apolut.net/trumps-vier-wochen-szenario-von-jochen-mitschka/ Hosted on Acast. See acast.com/privacy for more information.

Is the financial world on the brink of a 2008-style collapse, or is this just the "slow burn" of a new era? In this high-stakes episode, David Underwood and Brandon Beaver break down the explosive news of U.S. and Israeli strikes on Iran and exactly how you should position your portfolio to profit from the chaos.From the sudden spike in Brent Crude to the shocking rise of the Japanese Yen as a safe haven, we give you the "Buy" and "Short" plays you need for the week ahead. But the real danger might be closer to home—Brandon reveals a terrifying "synthetic liquidity" crisis brewing in the Private Equity and Software sectors that could threaten your pension fund.In this episode, we cover:The Iran Strike Aftermath: Why oil could hit $100/barrel and why David is planning a massive short play once it does.Shipping & War Surcharges: How new fees in the Gulf and Suez are about to hit your wallet and corporate earnings.The "PIK" Debt Trap: Why you must avoid software companies with high "Payment-in-Kind" interest before they implode.The Berkshire Blueprint: A look at the mind-blowing dividends from Buffett's top holdings (Apple, Coca-Cola, and more).Earnings Watch: Vital outlooks for Target, Best Buy, and CrowdStrike in an AI-disrupted market.Don't let market volatility catch you off guard. Tune in to learn how to turn global disruption into an uplifting return.

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comI'm watching amazing video after amazing video made by AI. They're almost as gripping as the Lowe-Farage blood feud.Hollywood is being “dis-intermediated”, to use the tech lingo. Just as television went from scheduled to on demand, now the content itself is moving that way. Want a different ending to Game of Thrones? Soon you will generate it. And that's just video. What about everything else? Even if just a fraction of the AI hype actually scales, one thing is certain: we are going to need more electricityMore data centres. More compute. More cooling. More fabrication. More automation. Doesn't matter where you are in the world - Asia, Africa, America, Europe - energy consumption is going to go up.Because that is what humans do. As we evolve, we consume more energy. We also get better at consuming energy. It's called progress.Despite ESG orthodoxy, wind and solar subsidy and build, and everything else, global oil consumption keeps rising. That's because it is currently the best form of energy.Cheap energy is the foundation of industrial competitiveness. An economy cannot compete if its energy costs twice as much as its rivals.Despite this inevitability, those in charge of energy policy - and Western Europe is the biggest offender - would have us consume less energy, and make it more expensive.So, because of the idiots, this sector has been starved of investment capital.It's all summarised here in the bell curve.Even in the US, the sector has been starved of investment. Currently energy represents about 3.3% of the total S&P 500 market value. I know times have changed but in the early 1980s this was above 25%.Here is S&P energy to S&P ratio over the last 25 years.Time to put your capital to work, folks, if you haven't already. The house view is that oil and gas companies are where gold miners were 18 months ago. Unloved and under-owned, often tightly run, often cash generative and cheap.We've been calling for higher energy prices in 2026 and we've been rolling investment capital into the sector. Dr John's timely article early in the new year should be your starting point.Today we go a step further.We'll explore how to invest in this theme, plus I'll tell you the three largest oil and gas positions in my own portfolio. I've got an exciting small-cap Colombian gas story to tell you about. Exotic.The setupHere is the 5 year chart of Brent Crude. We have seen the spike, the collapse, the rebound and the drift. What matters is that the market has repeatedly found support around $59 (blue line), a level of support which goes back to April 2021Today we are $67.After a strong January, Brent has eased back, but if you can take a 12 to 18 month view, weakness toward $60 looks more like opportunity to me.On the equity side, XOP, the US oil and gas explorers and producers ETF, has carved out what looks like a massive inverted head-and-shoulders base over the last ten years. It traded near $270 in 2014. Today it's $145.That is super bullish.

This is a free preview of a paid episode. To hear more, visit www.theflyingfrisby.comI'm watching amazing video after amazing video made by AI. They're almost as gripping as the Lowe-Farage blood feud.Hollywood is being “dis-intermediated”, to use the tech lingo. Just as television went from scheduled to on demand, now the content itself is moving that way. Want a different ending to Game of Thrones? Soon you will generate it. And that's just video. What about everything else? Even if just a fraction of the AI hype actually scales, one thing is certain: we are going to need more electricityMore data centres. More compute. More cooling. More fabrication. More automation. Doesn't matter where you are in the world - Asia, Africa, America, Europe - energy consumption is going to go up.Because that is what humans do. As we evolve, we consume more energy. We also get better at consuming energy. It's called progress.Despite ESG orthodoxy, wind and solar subsidy and build, and everything else, global oil consumption keeps rising. That's because it is currently the best form of energy.Cheap energy is the foundation of industrial competitiveness. An economy cannot compete if its energy costs twice as much as its rivals.Despite this inevitability, those in charge of energy policy - and Western Europe is the biggest offender - would have us consume less energy, and make it more expensive.So, because of the idiots, this sector has been starved of investment capital.It's all summarised here in the bell curve.Even in the US, the sector has been starved of investment. Currently energy represents about 3.3% of the total S&P 500 market value. I know times have changed but in the early 1980s this was above 25%.Here is S&P energy to S&P ratio over the last 25 years.Time to put your capital to work, folks, if you haven't already. The house view is that oil and gas companies are where gold miners were 18 months ago. Unloved and under-owned, often tightly run, often cash generative and cheap.We've been calling for higher energy prices in 2026 and we've been rolling investment capital into the sector. Dr John's timely article early in the new year should be your starting point.Today we go a step further.We'll explore how to invest in this theme, plus I'll tell you the three largest oil and gas positions in my own portfolio. I've got an exciting small-cap Colombian gas story to tell you about. Exotic.The setupHere is the 5 year chart of Brent Crude. We have seen the spike, the collapse, the rebound and the drift. What matters is that the market has repeatedly found support around $59 (blue line), a level of support which goes back to April 2021Today we are $67.After a strong January, Brent has eased back, but if you can take a 12 to 18 month view, weakness toward $60 looks more like opportunity to me.On the equity side, XOP, the US oil and gas explorers and producers ETF, has carved out what looks like a massive inverted head-and-shoulders base over the last ten years. It traded near $270 in 2014. Today it's $145.That is super bullish.

Nifty kissed a fresh high of 26,009 and immediately reversed. Was this a classic "Bull Trap"? While retail investors cheered the milestone, smart money aggressively booked profits in IT and PSU Banks. The warning signs are piling up: The Rupee has slipped to 90.62, and Brent Crude is creeping back towards $70. Is this the signal to cash out? Join Sanket Bendre as we decode whether the rally has run out of gas.

Trump just issued an executive order to ban large institutional investors from purchasing single family homes. He stated "A person sweats, works, buys one house and can't take depreciation".   The average age of first time homebuyers is 40, the highest ever recorded. The average age of all homebuyers is 59. Homebuyers over the age of 70 outnumber buyers under 35. This is not a healthy market.   Trump's ban will likely reduce home prices in the short term.    Lennar, the second largest homebuilder in the US, has dropped prices 27%, below pre-pandemic prices. New home inventory especially in the Southeast are at all-time highs. The homebuilders felt comfortable building homes because if they were unable to sell to a homebuyer institutional buyers would purchase the property.   The US dollar as reserve currency status has been strengthened.   It is based primarily on the petrodollar. The US and Saudi Arabia agreed to price its oil in US dollars in exchange for military protection and economic cooperation. The relationship was strengthened recently by Trump. This ensures steady demand for the dollar.   In 2019 the US became a net exporter of oil. This further strengthens the US dollar in oil trade.   All major oil benchmarks, West Texas Intermediate and Brent Crude are priced in US dollars.   US and Venezuelan combined oil reserves account for over 50% of the total world's oil reserves. As long as the US controls Venezuelan oil, the US will dominate the world oil market. The US has prevented China from controlling Venezuelan oil. This is a significant hit to China and the BRICS currency.

The price of a barrel of Brent Crude oil is just over $66 this morning — about 6% higher than it was before President Trump announced new sanctions on a couple of Russian oil companies on Wednesday. Today, we'll hear how global oil traders are responding and what it could mean for consumers at the pump. Then, from Marketplace's "How We Survive," we'll learn about the climate impacts of factory farming.

The price of a barrel of Brent Crude oil is just over $66 this morning — about 6% higher than it was before President Trump announced new sanctions on a couple of Russian oil companies on Wednesday. Today, we'll hear how global oil traders are responding and what it could mean for consumers at the pump. Then, from Marketplace's "How We Survive," we'll learn about the climate impacts of factory farming.

Brent crude fell to $60.14/b on Friday, its weakest level since May, and remains below $61/b this morning. The selloff followed a break below key support at $65/b after Trump announced new 100% tariffs on China. Sentiment worsened as U.S. equities tumbled on reports of bank fraud linked to distressed mortgage loans and concerns over stretched AI valuations. Adding pressure, China's Q3 GDP came in below 5%, highlighting weak demand. Please note: this podcast is provided for information purposes only and should not be construed as an offer, or a solicitation of an offer, to buy or sell financial instruments. This podcast does not constitute a personal recommendation and is not investment advice. Investec

#RUSSIA:PLUNGING WITH BRENT CRUDE. MICHAEL BERNSTAM, HOOVER JANUARY 1930

RUSSIA: SINKING BRENT CRUDE. MICHAEL BERNSTAM, HOOVER