Podcasts about energy markets

Bridget Toomey reports the Houthis have escalated their regional campaign by striking Saudi Arabia's Jazan refinery, demonstrating their ability to disrupt global energy markets despite recent defense pacts. Within Yemen, the Houthis are intensifying attacks on government-held ports like Mocha and oil-rich regions like Marib to expand their territorial control. These strikes often target civilian displacement camps, using ballistic missiles and drones to sow terror and gain leverage in future negotiations. While Saudi Arabia pursues diplomatic off-ramps through Omani mediation, the Houthis continue to use military pressure to force an agreement favorable to their long-term dominance. (6)

It's been a summer of extremes, and this week's Must Read Research highlights four themes shaping markets across regions and asset classes. Candace Browning, Head of Global Research at BofA Securities, reviews a powerful earnings season that continues to deliver broad-based EPS growth, even as investors become increasingly difficult to impress. The episode also examines mounting risks in European energy markets amid record temperatures and tightening gas inventories, the accelerating AI investment cycle driving memory demand following SK Hynix's landmark U.S. listing, and a potentially significant reshuffling of MSCI emerging-market indexes that could redirect billions of dollars in investor flows. Together, these developments offer a timely look at the forces influencing corporate profitability, energy security, AI infrastructure spending, and global capital allocation.   "Bank of America" and “BofA Securities” are the marketing names for the global banking businesses and global markets businesses (which includes BofA Global Research) of Bank of America Corporation. Lending, derivatives, and other commercial banking activities are performed globally by banking affiliates of Bank of America Corporation, including Bank of America, N.A., Member FDIC. Securities, trading, research, strategic advisory, and other investment banking and markets activities are performed globally by affiliates of Bank of America Corporation, including, in the United States, BofA Securities, Inc. a registered broker-dealer and Member of FINRA and SIPC, and, in other jurisdictions, by locally registered entities. ©2026 Bank of America Corporation. All rights reserved.

P.M. Edition for Aug. 10. The FDA has laid out new rules intended to make the food system more transparent, part of an overhaul promised by Health Secretary Robert F. Kennedy Jr. WSJ reporter Liz Essley Whyte discusses how the new rules would work and why guidelines for ultraprocessed foods didn't come today. Plus, as Iran strengthens its demands in negotiations to reopen the Strait of Hormuz, Gulf states have begun accepting a new reality: that Tehran will control the strait for the foreseeable future. We hear from WSJ Middle East correspondent Benoit Faucon about what they are doing about it. And more than 70 people have been killed in a 7.4 magnitude earthquake in Colombia. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Record Highs, Negative Gas Prices, and the Discipline Dividend Host Richard Cunningham sits down with co-host Luke Roush and returning guest Jordan Strebeck of Fortress Energy Partners for a conversation that starts at the S&P 500's all-time high and ends at a Permian Basin wellhead where operators are paying to get rid of their own natural gas. The numbers alone are worth the listen: four hyperscalers on pace for more than $700 billion in AI infrastructure spending this year, an IPO market that just absorbed the world's largest offering, and a global oil supply chain that's quietly burned through 400 million barrels of inventory since February. Jordan brings the view from the ground in Midland, Texas — where the domestic shale industry is showing more capital discipline than anyone expected, even as Middle East conflict keeps rewriting the energy math in real time. Key Topics: Markets hitting record highs despite tariffs, an unresolved Middle East conflict, and zero rate cuts in 2026 The AI CapEx arms race: how Wall Street is starting to separate real cash-flow return from spend for spend's sake What SpaceX's blockbuster IPO signals for Anthropic and the rest of the 2026 IPO pipeline 1,500 unicorns and counting — why so many private companies are stuck waiting to go public Inside the Permian Basin: negative natural gas prices, the AI power crunch, and why the U.S. needs more of everything — nuclear, gas, solar, and wind What 400 million barrels of drawn-down global oil inventory means for prices over the next five years A closing word on presence, parenting, and what it means to steward the time we're given This episode is a masterclass in reading past the headline number — whether that's an index level, an IPO valuation, or a barrel price — to the stewardship question underneath it. For faith-driven investors trying to separate signal from noise in a genuinely strange market, this is a conversation worth sitting with. Watch the full episode on YouTube or continue to stream audio on your favorite podcast platform.

Plus: Oil prices hold steady amid Middle East uncertainty. And Nvidia stock rallies after SpaceX names the chipmaker its exclusive supplier. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Here's what you'll learn: Why the S&P 500 remained relatively flat in July and how the broader energy sector performed Why crude oil prices aren't higher after the Iran conflict hit its sixth month and flows through the Strait of Hormuz continually standstill How pipeline earning are beginning to shake out and a few initial takeaways What Williams sold 49% of their Power Innovation project portfolio for and our long-term read on what that could mean Why capital allocation into energy and utilities remains strong and what that all means for portfolios moving forward Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like

The closure of the Strait of Hormuz has forced a rethink of a number of long-standing assumptions about energy chokepoints, how the US views its energy dominance as well as its willingness and ability to provide security guarantees. In this podcast, Michal Meidan talks to Sarah Ladislaw and Bob McNally about their contributions to the […] The post OIES Podcast – Unpacking the Hormuz Crisis: The US in global energy markets appeared first on Oxford Institute for Energy Studies.

P.M. Edition for Aug. 3. Ford spent decades producing ho-hum workhorse cars–the Taurus, the Focus. WSJ autos reporter Ryan Felton explains why the company is hitting reverse. Plus, Michigan public health officials say two people have died in connection with the cyclosporiasis outbreak. And WSJ business reporter Natasha Khan discusses why Kimberly-Clark is embarking on a moonshot effort to make paper towels and toilet paper out of a spiny desert plant called hesperaloe. Danny Lewis hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

P.M. Edition for July 31. ExxonMobil and Chevron had a blockbuster quarter after the Iran war disrupted energy markets. Journal reporter Collin Eaton discusses the historic refining margins they're enjoying. Plus, America's lettuce growers are facing a steep decline in sales because of the cyclospora outbreak. As WSJ's Amira McKee explains, that's forcing some to make some tough choices about what to do with their current crops. And Apple saw a record decline in market cap after the iPhone maker's disappointing outlook. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode, we discuss how geopolitical tensions and disrupted shipping routes are intensifying energy market risks and weighing on the global economy. The discussion and content provided within this podcast is intended for informational purposes only and may not be appropriate for all investors. Reliance upon information provided in a podcast is at the sole responsibility of the listener. The information included herein is not based on any particularized financial situation, or need, and is not intended to be, and should not be construed as, a forecast, research, investment advice or a recommendation for any specific PIMCO or other security, strategy, product or service. Past performance is not a guarantee of future results. All investments contain risk and may lose value. Investors should speak to their financial advisors regarding the investment mix that may be right for them based on their financial situation and investment objective. Podcasts may involve discussions with non-PIMCO personnel and such content contain the current opinions of the speaker but not necessarily those of PIMCO. Other podcasts may consist of audio recording of an existing PIMCO article and such material contains the current opinions of the manager. The opinions expressed in all podcasts are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. This is not an offer to any person in any jurisdiction where unlawful or unauthorized. For additional important information go to CMR2026-0521-5513952-T

Geopolitical developments have resulted in perhaps the most chaotic and unstable energy market in the last 50 years, but sharply lower global crude oil prices and a rollback in U.S. production could be just ahead, two forecasts at the heart of our newly available Future of Fuels report.

Stanford's Allen Weiner examines how the U.S. war with Iran raises questions about the president's power to wage war and negotiate peace. --- The American war with Iran began with ambitious goals, including preventing Iran from acquiring a nuclear weapon and potentially bringing about regime change. But the conflict may well be leading to a very different outcome, according to Stanford Law School's Allen Weiner, a scholar of international and human rights law and former State Department lawyer. Just prior to the recent collapse of the tenuous cease fire, Weiner joined podcast host Professor Pam Karlan to discuss how the conflict is arguably strengthening Iran's most repressive factions while putting economic and diplomatic pressure on the United States. Weiner traces how the conflict grew out of the collapse of the 2015 nuclear deal, asks whether the new agreement with Iran amounts to a weaker version of that accord, and considers how ceasefires and shifting legal rationales have allowed the administration to sidestep Congress and keep the War Powers clock from running out.  Allen Weiner  >>> Stanford Law School Page Connect: Episode Transcripts >>> Stanford Legal Podcast Website Stanford Legal Podcast >>> LinkedIn Page Rich Ford >>> Twitter/X Pam Karlan >>> Stanford Law School Page Stanford Law School >>> Twitter/X Stanford Lawyer Magazine >>> Twitter/X Chapters 00:00:00 Introduction  00:02:09 Back to the JCPOA—The 2015 Iran Nuclear Deal  00:04:23 From "worst deal ever" to a weaker one  00:04:51 Two rounds of strikes  00:07:11 Regime change that wasn't  00:08:40 The Strait of Hormuz and the global economy  00:09:49 Emboldened by Venezuela  00:11:33 Israel in, NATO out  00:12:27 The new MOU  00:14:31 Israel left off the page  00:17:38 Free transit, for now  00:19:06 Treaty or political commitment?  00:21:36 The War Powers loophole  00:24:26 Can Congress actually enforce the War Powers Act?  00:28:12 Conclusion  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Connected FM, host Dean Stanberry, former Chair on IFMA's Global Board of Directors, welcomes Gabe Phillips, CEO of Catalyst Power, for a practical conversation about energy management in an increasingly disrupted market. Gabe explains how facility managers can move beyond treating energy as a fixed operating expense and instead take a more strategic approach to procurement, efficiency and resilience planning. The discussion covers energy contracts, market volatility, demand management, on-site generation and how organizations can evaluate opportunities such as solar, combined heat and power and battery storage. The conversation also highlights the importance of understanding energy baselines, gathering operational data and conducting energy audits before making major investments. Gabe shares why facility managers should focus on building a strong data foundation, leveraging expert advice and carefully evaluating the financial realities behind emerging energy technologies. This episode is sponsored by SiteMap®, powered by GPRS. Learn more at sitemap.com/ifma Timestamps: 0:00 Introduction 3:01 Meet Gabe Phillips and Catalyst Power 5:17 The Biggest Sources of Avoidable Energy Costs 7:23 Why Energy Procurement Strategy Matters 9:00 Resilience Planning and Backup Power Decisions 11:20 What Drives Energy Investments: Cost, Stability or Sustainability? 12:25 Sponsor Message: SiteMap by GPRS 13:03 Evaluating Solar, CHP and Other Energy Technologies 15:26 Why Energy Baselines and Audits Come First 18:00 New Energy Technologies Facility Managers Should Watch 18:42 The Reality of Demand Response Programs 19:53 How Better Data Is Transforming Energy Management 21:27 Are Battery Storage Systems Worth It? 22:36 Why Data Is the Foundation of Energy Strategy 24:02 Closing Thoughts and Outro Connect with Us:LinkedIn: https://www.linkedin.com/company/ifmaFacebook: https://www.facebook.com/InternationalFacilityManagementAssociation/Twitter: https://twitter.com/IFMAInstagram: https://www.instagram.com/ifma_hq/YouTube: https://youtube.com/ifmaglobalVisit us at https://ifma.org

Feared spy agency Mossad tried to wipe out the Houthis in 2025 – but this band of fiercely anti-semitic, anti-American Shiite rebels, who are funded by Iran, are very hard to kill. They’ve just reinserted themselves in the Middle East conflict, declaring a maritime blockade on Saudi Arabia and raising fears the world’s oil and shipping supplies are about to get choked up all over again. So, what now? Read more about this story at theaustralian.com.au and see the video by subscribing to our YouTube channel. Crew abandons ship in Hormuz after strike, Houthis announce Saudi blockade Commentary by Cameron Stewart: Iran conflict spreads as Houthi rebels threaten a critical Red Sea oil route This episode of The Front is presented by Claire Harvey, produced by Kristen Amiet and edited by Tiffany Dimmack. Our team includes Lia Tsamoglou, Joshua Burton and Jasper Leak, who also composed our music. See omnystudio.com/listener for privacy information.

Brent crude has risen above $90 a barrel as escalating US-Iran tensions revive fears of prolonged energy disruption. Attacks on military, energy and water infrastructure, alongside the effective closure of the Strait of Hormuz, have pushed oil, diesel, jet fuel and gas prices higher. 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

Simon Lack explains how conflicts in Iran and Ukraine are tightening global fuel supplies and reshaping energy markets. He discusses the risks facing key export partners and why U.S. midstream companies like Williams Companies (WMB) and Energy Transfer (ET) could benefit from growing energy export demand.======== 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

John Maytham speaks to Professor Yossi Mekelberg, international relations analyst at Chatham House, about escalating tensions between the United States and Iran, President Donald Trump's ultimatum to Tehran, and whether the crisis is heading towards renewed negotiations or a broader conflict. 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.

Here's what you'll learn:  How the global AI race will fuel energy demand for many years in what we are calling "the age of electricity"  Why natural gas is poised to be the biggest near-term winner for energy  What additional forms of energy, like nuclear, are contributing to worldwide energy demand  How U.S. energy security continues to create growth opportunities for many companies operating across the energy sector  What regulatory actions have been implemented to help lower energy costs for consumers  How commodity prices will likely remain sensitive to developments in the Iran conflict  Why capital allocation into energy and utilities remains strong  What that all means for portfolios moving forward into the second half of 2026 Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.    ----------  Chapters:  0:00: Intro  0:28 Mid-Year Investment Outlook  1:28 The Age of Electricity Strengthens by Demand  3:13 What's Fueling Natural Gas  4:38 Energy Demand Turns to Nuclear for Consistency  5:35 U.S. Supply Keeps Energy Pricing Secure  6:20 What to Watch in the Second Half of 2026  ----------  #pipeline #investmentoutlook #energydemand #energyinvestment #tortoisecapital #aiinfrastructure

Andreas Steno and Mikkel Rosenvold are back with the latest Macro Mondays to discuss the latest escalation in the Middle East and what the impact might be; a slowdown in Korean chip exports and what it tells us about the health of the AI trade; and a worrying new trend in the U.S.-China rivalry.Monarch is the personal finance app that tracks everything – accounts, investments, savings, and spending.  Use code REALVISION at Monarch.com to get your first year half off at just $50.  Today's sponsor is Plus500 US. Take your trading to the next level with cross-market contracts, from precious metals to key indices, and more. Whether you're a seasoned trader in the Futures arena or brand new, Plus500's user-friendly trading platform offers you the advanced tools, market insights, and quick execution you've been looking for. Get started with Plus500 for as little as $100 at https://us.plus500.com. Trading in futures involves the risk of loss.

What does it really take to keep energy markets moving? In this episode of Energized with Foley, Deanna Reitman sits down with Steven Hollerbach, principal of Alcazar Energy Trading LLC, to explore the fast-paced world of commodity trading and the critical role traders play in balancing global energy supply and demand. From the fundamentals of physical and financial trading to navigating geopolitical volatility, managing risk, and responding to market disruptions in real time, Steve offers an inside look at how energy is priced, moved, and delivered around the world. He also shares career advice for the next generation of energy professionals and explains why understanding energy markets has never been more important.

Andreas Steno Larsen and Mikkel Rosenvold are back to tackle one of the biggest questions in markets right now: have central banks misread the macro backdrop? They break down why inflation may be falling faster than policymakers expect, whether investors are once again wrong on oil, and discuss the political and economic implications of the FIFA World Cup.00:22 - Macro Mondays: Inflation, Oil, Korea, and the Memory Trade 03:41 - Inflation Is Rolling Over Faster Than Markets Expect08:17 - Oil Outlook: Why the Hormuz Shock Never Became a Crisis10:19 - Strait of Hormuz Bypass Trade and China's Oil Buying Strike13:03 - Why Iran Has Already Lost Leverage Over Hormuz20:48 - Meta, AI Compute Demand, and Why CapEx Isn't Slowing Down22:57 - Korea Exports, HBM Demand, and the Next Leg of the Memory Trade26:44 - Samsung Earnings, Hynix Listings, and What Comes Next for AI Stocks#macro #andreassteno #macromondays #realvision #mikkelrosenvold #geopolitics

Doomberg stops by and drops some truth bombs around the cage. We cover his article for tomorrow and Friday and tee up his book. You can read all of Doomberg's articles on https://newsletter.doomberg.com/Doomberg stops by and drops some truth bombs around the cage. We cover his article for tomorrow and Friday and tee up his book. You can read all of Doomberg's articles on https://newsletter.doomberg.com/1. Sanctions Against Russia & Their IneffectivenessThe hosts discuss Doomberg's article "Treatment Resistant," which argues that sanctions against strong countries like Russia don't work as intended. They compare it to treating cancer—if you don't cure it, it comes back stronger. The EU's strategy of limiting Russian LNG exports while simultaneously importing Russian LNG is highlighted as contradictory and ineffective.2. EU Censorship & Free Speech ConcernsA significant portion focuses on European overreach in censorship, including a new European Court of Justice ruling that makes it illegal to even quote or critique Russian media. This threatens independent journalists and Substack creators, raising concerns about freedom of speech and the weaponization of sanctions enforcement.3. Ukraine War & Geopolitical StrategyThe conversation covers the ongoing conflict in Ukraine, including:Russian refinery damage from drone strikes and its actual impactThe importance of the land corridor to Crimea for RussiaCriticism of endless U.S. military involvement in foreign conflictsThe need for diplomatic talks between Trump, Putin, and Zelensky4. Energy Markets & Oil PricingDiscussion of current oil prices (~$68/barrel), refining capacity constraints, and the crack spread differences between Texas ($5) and California ($15). They debate whether oil will drop to $50 and discuss the role of NGLs (natural gas liquids) as an alternative hydrocarbon source.5. Peak Not Oil & NGL ProductionDoomberg presents the thesis that we're not running out of oil—instead, we're transitioning to abundant NGLs (propane, butane, ethane). U.S. NGL production is expected to cross 8 million barrels per day, offering cleaner-burning alternatives.6. NATO & U.S. Foreign PolicyCritical examination of:Article 5 obligations (e.g., defending Estonia)The Jones Act and its impact on energy pricesWhy the U.S. should focus on the Western Hemisphere rather than global conflictsThe dangers of nuclear proliferation resulting from military interventions7. California's Energy CrisisDiscussion of California's regulatory overreach, refinery closures, and how the temporary suspension of the Jones Act has helped provide cheaper energy to the state.8. Upcoming Doomberg Stories"Sources and Methods" (Friday) - Examining media bias and how to verify information in an age of AI and deepfakes"Blue Chips" (Tomorrow) - A gas-to-data project in the Permian involving Chevron, Microsoft, and GE9. Media Literacy & PropagandaThe hosts emphasize the importance of critical thinking, cross-referencing multiple sources (including alternative media), and understanding that major outlets like the Financial Times have biases and propaganda elements mixed with legitimate reporting.This episode is essentially a deep dive into energy geopolitics, the failures of Western sanctions policy, and the importance of independent analysis in an increasingly censored information landscape.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Recorded on the show floor at WindEurope in Madrid, this episode features GWEC's Chief Research Officer, Feng Zhao alongside Sungrow's Overseas Marketing Director, Lin Wei and Senior Sales Mangager, Jason Yan. They dive into China's ambitious five-year plans and recent policy shifts that could revolutionise global wind and solar markets much faster.In this episode, Sungrow breaks down how government policies and market focus shifting from LCOE to LCOV, are accelerating industry growth while squeezing out the old competition.You'll learn about the ripple effects of recent policies that are slowing down price wars, boosting turbine prices, and paving the way for Chinese OEMs to lead the global market.Plus, you'll gain insights on Sungrow's strategic global expansion plans which highlights how Chinese companies are scaling beyond borders to support the energy transition everywhere. China's strategic moves will set the standards, influence pricing, and drive technological breakthroughs across continents.GWEC's Offshore Wind Podcast is hosted by Stewart Mullin, GWEC's Chief Industry Officer, and Rebecca Williams, GWEC's Deputy CEO, who leads on all GWEC's Offshore Wind work.The podcast, or 'show' as Stewart still likes to call it, features leading voices from across the sector, whether that is large OEMs, key supply chain manufacturers or political leaders driving policy, to talk about how we can all work together to deliver on offshore wind's enormous potential.Follow Stewart on LinkedIn hereFollow Rebecca on LinkedIn here and Instagram hereFollow GWEC on LinkedIn here and Instagram here

Mark and Marisa dissect the raft of economic data released this past week, and debate what it means for the outlook. Chris joins the conversation and weighs in on where oil prices will settle. The group plays the Stats game – some tough stats. The discussion ends with Mark peppering our new colleague, Colin Ellis, with wide-ranging questions about the global economy. Guests: Chris Lafakis and Colin Ellis Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. We are live every Tuesday at 1.30pm E / 10.30am P.────────────────────── ⁠⁠⁠⁠VALUE OPTIONS LETTER⁠⁠⁠⁠ Three to five curated ideas every week — cash-secured puts, covered calls, and spreads on businesses we'd want to own at strikes we'd be willing to pay. Every trade includes the business thesis in plain English, the fair-value estimate and its key assumptions, the specific option trade with target premium, and the pre-identified exit criteria.Every idea reviewed and approved by an analyst before it hits your inbox.⁠⁠⁠⁠valueoptionsletter.com/subscribe⁠⁠⁠⁠──────────────────────See our latest episodes at https://acquirersmultiple.com/podcastAbout Jake Jake's Twitter: https://twitter.com/farnamjake1Jake's book: The Rebel Allocator https://amzn.to/2sgip3lABOUT THE PODCASTHi, I'm Tobias Carlisle. I launched The Acquirers Podcast to discuss the process of finding undervalued stocks, deep value investing, hedge funds, activism, buyouts, and special situations.We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.SEE LATEST EPISODEShttps://acquirersmultiple.com/podcast/SEE OUR FREE DEEP VALUE STOCK SCREENER https://acquirersmultiple.com/screener/FOLLOW TOBIASWebsite: https://acquirersmultiple.com/Firm: https://acquirersfunds.com/ Twitter: ttps://twitter.com/GreenbackdLinkedIn: https://www.linkedin.com/in/tobycarlisleFacebook: https://www.facebook.com/tobiascarlisleInstagram: https://www.instagram.com/tobias_carlisleABOUT TOBIAS CARLISLETobias Carlisle is the founder of The Acquirer's Multiple®, and Acquirers Funds®. He is best known as the author of the #1 new release in Amazon's Business and Finance The Acquirer's Multiple: How the Billionaire Contrarians of Deep Value Beat the Market, the Amazon best-sellers Deep Value: Why Activists Investors and Other Contrarians Battle for Control of Losing Corporations (2014) (https://amzn.to/2VwvAGF), Quantitative Value: A Practitioner's Guide to Automating Intelligent Investment and Eliminating Behavioral Errors (2012) (https://amzn.to/2SDDxrN), and Concentrated Investing: Strategies of the World's Greatest Concentrated Value Investors (2016) (https://amzn.to/2SEEjVn). He has extensive experience in investment management, business valuation, public company corporate governance, and corporate law.Prior to founding the forerunner to Acquirers Funds in 2010, Tobias was an analyst at an activist hedge fund, general counsel of a company listed on the Australian Stock Exchange, and a corporate advisory lawyer. As a lawyer specializing in mergers and acquisitions he has advised on transactions across a variety of industries in the United States, the United Kingdom, China, Australia, Singapore, Bermuda, Papua New Guinea, New Zealand, and Guam. He is a graduate of the University of Queensland in Australia with degrees in Law (2001) and Business (Management) (1999).

It is a wild day on the Energy News Beat Stand Up.Make no mistake, time will tell if the Strait of Hormuz is open, but do not underestimate the importance that the Bank of London and Lloyds of London play in opening the Strait of Hormuz. They want the war to continue, and are not happy if the war ends.As we hit Operational Bottoms for oil storage in the US it is a real problem, and President Trump ran out of time. I think that he has a plan and will get it done, but it will be done after the midterms.President Trump at the G7 has had some major impacts on the news cycle.1. Cushing, Oklahoma Oil Storage Crisis (Top Story)The podcast opens with the critical issue that Cushing—the "pipeline crossroads of the world"—has hit operational tank bottoms with only ~21.64 million barrels of crude. This is a major concern because refineries may not be able to access the oil they need, and the situation could spike oil prices. Cushing is the primary delivery and pricing point for WTI (West Texas Intermediate) futures.2. Global Oil Market Dynamics & Geopolitical TensionsStrait of Hormuz concerns: 20% of the world's oil passes through this strait, creating vulnerability to disruptionsIran's actions: Iran has pulled the trigger on controlling the strait, prompting neighboring Gulf states to seek alternative routesTanker movements: Iranian super tankers are slipping through blockades, with 6 million barrels already moved (likely to China)3. UAE's Strategic Independence from Strait of HormuzThe UAE is accelerating plans to bypass the Strait of Hormuz entirely by expanding pipelines from 1.7 to over 5 million barrels per day, with potential floating LNG terminals planned for the Gulf of Oman.4. Alternative Pipeline InfrastructureSaudi Arabia's east-west pipeline to the Red Sea (pumping ~7 million barrels/day)Plans to bypass the Suez Canal through the MediterraneanIraq's threat to close the Bab el-Mandeb Strait, forcing reliance on pipelines5. Qatar's LNG Export RestartQatar is preparing to restart LNG exports with tankers already positioned, which is critical for Europe's natural gas supply (especially as they lag behind in summer refilling).6. U.S. Power Grid CrisisSevere equipment shortage with power transformer lead times reaching 128 weeks (2.5 years)Some special orders taking up to 4 yearsNew transformer facilities being built (Hitachi in Virginia by 2028, Siemens in North Carolina)Recommendation for homeowners to invest in solar panels and off-grid capabilities7. California Energy & Infrastructure ProblemsRefinery closures: Only 7 refineries remain in California; losing one would spike gasoline, diesel, and jet fuel pricesHigh-speed rail project: Ballooned from $9.9 billion to $231 billion with companies relocating to Morocco due to regulatory burdenPort congestion: LA and Long Beach ports handling massive container volumes8. Oil Price ForecastsMorgan Stanley lowered Brent crude forecasts to $90 in Q3 and $80 in Q4Current prices: WTI at ~$76-77, Brent at ~$79.58, Natural gas at $3.169. AI & Grid InfrastructureDiscussion of potential AI bubble concerns and the need for grid validation tools before implementation.10. U.S. Reshoring & Industrial RecoveryThe Trump administration is working to reverse decades of intentional deindustrialization, though the process faces challenges.The podcast emphasizes that energy markets are at critical junctures with geopolitical tensions, infrastructure constraints, and strategic repositioning reshaping global oil and gas flows.1.Cushing, Oklahoma Oil Storage Hits Tank Bottom: Implications for Energy Markets, Consumers, and Investors2.Pain at the Pump: Can It Heal or Curse the Trump Administration?3.UAE is moving on plans to never use the Strait of Hormuz4.Qatar Returns Tankers in Preparation for Restarting LNG Exports5.Iranian Supertanker Slips Out of Chabahar, Crossing US Blockade as Tehran Moves Oil Ahead of Friday Deal Approvals6.Qatar Plans to Rapidly Restart LNG Output After Hormuz Opens – How will this impact Europe?7.Banks Slash Oil Price Forecasts After U.S.-Iran Breakthrough8.US Grid Equipment Shortage Deepens Impacting Repairs and New Installations9.Another California refinery closure will threaten national and global economies10.California High-Speed Rail project soars to $231 Billion – “We left to work in Morocco as it is a better work enviornment”Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Former Federal Reserve Governor Stephen Miran joins Squawk on the Street to discuss the economic outlook ahead of Fed Chair Kevin Warsh's first policy meeting as chair, as investors look for clues on the path of interest rates and inflation. Plus, oil prices react to reports of a potential Middle East peace deal, reshaping expectations for global energy markets. And Qualcomm lays out the company's AI device roadmap, discusses the future of on-device intelligence, and weighs whether acquisitions could accelerate Qualcomm's growth. 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.

Rob Thummel and Ben Cook discuss the energy market's outlook following a tentative U.S.-Iran memorandum of understanding. Ben says there are reasons for concern over hiccups associated with future discussion and supplies will continue to be a challenge. Rob talks about the outlook for crude oil and what could result in higher oil prices. They point out that even with a full reopening of the Strait of Hormuz, it could still take several months until we get to a full restoration of transit activity.======== 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

Here's what you'll learn:  What's driving recent volatility in AI infrastructure stocks: Why interest rates, capital markets activity, and investor positioning have pressured the sector.  Why AI spending remains a powerful growth driver: How hyperscaler capital expenditures continue to rise, supporting long-term demand across the AI infrastructure value chain.  Where AI's next infrastructure bottleneck may emerge: Why memory and storage have become critical components as AI workloads require more data processing and capacity.  What's fueling the memory supply crunch: How limited new manufacturing capacity and rising demand are driving higher memory prices and creating opportunities for select companies.  Why Dell has become an AI infrastructure beneficiary: How the company has evolved beyond PCs to capitalize on growing demand for AI servers, enterprise computing, and future AI-enabled devices.  Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.    ---------- Chapters:  0:00 - 3:10 What's Going on in AI Infrastructure  3:11 - 4:11 What Did or Didn't Changed in AI Selloff  4:12 - 6:45 Is Memory and Storage a Bottleneck  6:46 - 8:17 On Incremental Supply and Demand from Hyperscalers  8:18 - 11:24 Why Dell Is Performing so Well  11:25 - 14:25 Growth Opportunities in AI Moving Forward  ----------  #aiinfrastructure #aiinvestments #tortoisecapital #energymarkets #energyinfrastructure #aiinvesting

We have new drill results from Onyx Gold, Gladiator Metals and Bonterra Resources this morning. New drill programs are kicking off form Fortune Bay and Alaska Silver. Silver X Mining has acquired a 100% interest in the Ccasahuasi Gold Property in Peru.This episode of Mining Stock Daily is brought to you by... ⁠⁠⁠⁠⁠⁠⁠⁠Revival Gold ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Vizsla Silver⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Equinox Gold⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Integra Resources ⁠⁠⁠⁠⁠⁠⁠⁠

From what drove energy markets in May (and what didn't) to earnings season insights, oil market developments, AI-driven power demand, and key themes to watch this summer, Brian recaps the month of May in energy.  Here's what you'll learn: How energy performed in May: Why easing geopolitical tensions and lower oil prices weighed on energy stocks despite the sector's strong year-to-date performance. What earnings season revealed: How capital discipline, LNG exports, refining margins, and utility investment continue to support long-term energy fundamentals. What to watch in oil markets: The latest on U.S.-Iran negotiations, global crude supply flows, and the factors helping keep oil prices relatively stable. Why NextEra's acquisition matters: How growing AI-driven electricity demand is fueling utility consolidation and accelerating power infrastructure investment. What could shape the summer outlook: Key developments to watch across geopolitics, LNG exports, natural gas demand, and energy infrastructure growth. Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

The National Security Hour with LTC Sargis Sangari – When American crude moves through a canal to refuel Asia, the balance shifts. When the United Arab Emirates leaves OPEC, that cartel loses its grip. When Russia sells trapped barrels on open markets, prices climb, and sanctions yield strange beneficiaries. Control of routes decides who can project strength. The Strait of Hormuz matters...

The National Security Hour with LTC Sargis Sangari – When American crude moves through a canal to refuel Asia, the balance shifts. When the United Arab Emirates leaves OPEC, that cartel loses its grip. When Russia sells trapped barrels on open markets, prices climb, and sanctions yield strange beneficiaries. Control of routes decides who can project strength. The Strait of Hormuz matters...

What's behind the growing challenges facing young job seekers, and could global oil disruptions add further pressure to the economy? As youth unemployment remains stubbornly high, questions are building about what is driving the slowdown in hiring and what it means for those entering the workforce. We examine the factors shaping the job market for young people, from business conditions to structural barriers, and what might change in the months ahead. Dan Kelly, CEO of the Canadian Federation of Independent Business, and Ilona Dougherty, managing director of the Youth and Innovation Project at the University of Waterloo, break down the trends and possible paths forward. We then turn to global energy markets. After major disruptions to shipping through the Strait of Hormuz linked to the Iran war, what risks do shifting oil flows pose for prices and economic stability? Rory Johnston, oil market researcher and founder of the Commodity Context newsletter, explains what has changed, what remains uncertain, and how these developments could ripple beyond the energy sector.See omnystudio.com/listener for privacy information.

What comes next for sustainable finance debt markets?   The energy transition's momentum has shifted towards more pragmatic rationales, including energy security, sovereignty and critical supply chain resilience.   In this episode, we discuss why, despite headwinds arising from global trade tensions, Asia remains a contributing force for the “pragmatic transition”, the favorable conditions supporting renewable investment, as well as the opportunities for both the public and private sectors.   Host: Giulia Calcabrini, Assistant Vice President, Analyst, Moody's Ratings   Guest: Rahul Ghosh, Managing Director, Head of Global Sustainable Finance & Emerging Markets, Moody's Ratings   Related Research:  Sustainable bond issuance on track to be flat versus 2025 levels after mixed quarter (Data Story) 12 May 2026 Carbon Transition – Asia-Pacific – Transition finance to expand as credible pathways emerge 19 March 2026 APAC Sustainable Finance Summit 2026 (Replay) 24 March 2026 In Person Event: Unlocking Capital for Climate Resilience: From Data to Decisions - London Climate Action Week 24 June 2026 © 2026 Moody's Corporation and/or its licensors and affiliates. All rights reserved. Go to www.moodys.com/pages/globaldisclaimer.aspx for complete legal terms and conditions governing use of Moody's information made available in this video. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

We discuss energy market outlook with Vandana Hari, founder of Vanda Insights, a Singapore-based provider of energy market intelligence. We begin with the crude and refined product bottleneck created by the virtual closure of the Strait of Hormuz, and what it means for Asia and Europe. We then delve into the supply and demand responses since the Iran war began, especially with the way China and the US are dealing with the fallout. Vandana is bearish the supply side outlook even if the Strait were to re-open as part of another temporary ceasefire. We conclude by discussing the lessons from this crisis, from strategic reserves to wider supply base, from regional cooperation on resilient grids, storage, and pipelines to accelerate renewable energy production capacities. Vandana does not see the future as either/or; nations have to increase investments in the entire energy stack. Clarification: Vandana notes that crude futures six months out and 12 months out are almost $15 and $20 lower respectively.See omnystudio.com/listener for privacy information.

Liz Peek discusses the stabilizing energy markets despite ongoing Middle Eastern tensions, noting that global oil production remains resilient. She also explores Kevin Warsh's potential role as a reformer at the Federal Reserve. (1)1919 VERSAILLES TREATY

A new Fed Chair has been approved. Will the economy also approve? • Learn more at thriventfunds.com • Follow us on LinkedIn • Share feedback and questions with us at podcast@thriventfunds.com • Thrivent Distributors, LLC is a member of FINRA and a subsidiary of Thrivent, the marketing name for Thrivent Financial for Lutherans. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Two and a half months into the blockade of the Strait of Hormuz, what lessons can markets draw from the resulting global energy shock? Colby Connelly, MEI Senior Fellow, joins hosts Alistair Taylor and Matthew Czekaj to assess the crisis's impact on the energy industry. Together, they examine how producers are responding to the conflict in both the short and long term, how this moment differs from past energy disruptions, and how regional reverberations may shape international energy policies going forward.   Find Colby's latest Energy Recap Report here.    Recorded on May 18, 2026.

Here's what you'll learn: Why natural gas demand may continue rising: From LNG exports to AI adoption and electrification trends What pipeline constraints are signaling: How the growing need for infrastructure can support U.S. production How AI is reshaping power demand: As more data centers arise, so does the need for reliable, around-the-clock electricity What's supporting the AI infrastructure buildout: How we're seeing increased capital being spent across energy and technology How it all affects investors: And why energy infrastructure may remain a long-term strategic opportunity Watch it now to help keep you and your clients on top of current events. Fan of the show? Make sure to like, subscribe and share the episode. Then tune in next week for more timely energy QuickTakes and market insights.

On today's AmperWave Daily, the hosts unpack a controversial claim making waves online and in political commentary: that major climate institutions have allegedly revised or scaled back long-standing worst-case climate scenarios. The discussion expands into media influence, political messaging, energy policy history, and how climate science has been used in public debate for decades. Note: This episode reflects commentary and claims made in the source transcript.

John Batchelor introduces economist Michael Bernstam to discuss the impact of shifting energy markets on the American economy. While the United States possesses sufficient petroleum reserves, the experts clarify that because oil is traded as a global commodity, domestic consumers cannot escape international price hikes. These rising costs at the pump are expected to act as a catalyst for broader inflationary pressures across the country. Specifically, the Federal Reserve anticipates a measurable uptick in inflation rates due to these fluctuating energy expenses. Ultimately, the source highlights that even energy-independent nations remain vulnerable to the economic volatility of the worldwide oil market. 1/11953 LAS VEGAS ATOMIC CANNON

Derrick Morgan of the Heritage Foundation joins the show to break down the political impact of recent Indiana primaries, where Trump-backed candidates defeated GOP incumbents who opposed redistricting efforts. Morgan argues the results reflect a broader demand from voters for a more aggressive, policy-driven Republican movement heading into the midterms. The conversation shifts to global energy markets, including the UAE's exit from OPEC and what that could mean for oil supply and consumer prices. Morgan suggests weakening cartel influence and expanded production capacity could benefit consumers over time, especially as geopolitical pressure around Iran reshapes global supply dynamics. The discussion closes on gas prices and market expectations, with both Morgan and the host acknowledging short-term pain at the pump but pointing to futures markets and increased U.S. production as signals of lower prices ahead once instability eases. Hashtags: #DerrickMorgan #HeritageFoundation #IndianaPolitics #Trump #Midterms2026 #Redistricting #OPEC #OilMarkets #GasPrices #Iran #EnergyPolicy #RepublicanParty #FuturesMarket #MorningShowCoverage

The National Security Hour with LTC Sargis Sangari – Today, the contest runs from the Straits of Hormuz to the Strait of Malacca and into the Kra Isthmus. Deepwater harbors and pipelines were built as insurance. When those investments become stranded, it is a strategic blow to those who counted on them. At the same time, the new frontier is data. AI and massive server farms will ride fiber that follows...

Is Iran collapsing under economic pressure while the media tells a different story? Tara breaks down the oil crisis, global power plays, and why Donald Trump may have the upper hand—despite what headlines suggest. ⚡ EPISODE SUMMARY Tara and Lee challenge mainstream narratives around rising tensions with Iran, arguing that the real leverage may lie with the U.S.—not Tehran. The episode highlights economic pressure points, including oil storage limits, collapsing currency value, and mounting financial losses. Tara explains how bottlenecks around the Strait of Hormuz could severely impact Iran's economy—especially if production must halt. The conversation also scrutinizes media coverage from outlets like CNN, arguing that key details—like the technical realities of oil infrastructure and shipping logistics—are often overlooked. Tara explores the geopolitical chessboard involving China, including claims of economic influence and technological control within Iran. Meanwhile, voices like Reza Pahlavi are calling for sustained pressure. On the economic front, Tara points to rising global reliance on the U.S. dollar, contrasting current trends with the previous administration under Joe Biden.

A major geopolitical shakeup is unfolding as war tensions, oil production shifts, and currency questions collide—raising one explosive question: is the global energy order starting to fracture?

The stock market just hit a record high. Meanwhile, captains in the Persian Gulf are turning off their transponders and sneaking through the Strait of Hormuz in the dead of night. Only five ships made it through yesterday. The seaborne oil buffer that insulated the global economy in the early weeks of the conflict is now completely exhausted, and the knock-on effects - from jet fuel shortages in Europe to a fertilizer crisis threatening this year's harvest - are only just beginning to show up in the data. In this video, we look at why the physical commodity markets are telling a very different story to the stock market, and what happens when the world's most critical trade route is caught between two competing blockades.Patrick's Books:Statistics For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3eerLA0⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Derivatives For The Trading Floor: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ https://amzn.to/3cjsyPF⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Corporate Finance: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://amzn.to/3fn3rvC ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ways To Support The Channel:Patreon: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/PatrickBoyleOnFinance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Buy Me a Coffee: https://www.buymeacoffee.com/patrickboyle

Stock prices are hitting new records, while consumer sentiment has fallen to record lows. Businesses are of mixed minds. What's driving this disconnect—and who's right? Mark and Cris are joined once again by colleague Matt Colyar to break down the divergence between investors, consumers, and business leaders. Their insights reveal key dynamics shaping the economic outlook. Plus, the statistics game returns – back by overwhelming listener demand. To view the Wall Street Journal article mentioned in this episode, visit: Gen Z, Locked Out of Home Buying, Puts Its Money in the Market Email us at InsideEconomics@moodys.com for more info about the Moody's Summit '26 Conference in San Diego Hosts: Mark Zandi – Chief Economist, Moody's Analytics, Cris deRitis – Deputy Chief Economist, Moody's Analytics, and Marisa DiNatale – Senior Director - Head of Global Forecasting, Moody's Analytics Follow Mark Zandi on 'X' and BlueSky @MarkZandi, Cris deRitis on LinkedIn, and Marisa DiNatale on LinkedIn   Questions or Comments, please email us at InsideEconomics@moodys.com. We would love to hear from you. To stay informed and follow the insights of Moody's Analytics economists, visit Economic View. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

5. Global Commodities and Energy Shifts Guest: Simon Constable. Simon Constable reports on volatile energy markets and falling gold prices as the Strait of Hormuz enters a ceasefire. Meanwhile, high copper prices have triggered a surge in organized theft in cities. (5)1865 BRAZIL IRONCLAD

10. Gregory Copley reports the U.S. has virtually eliminated the Iranian Navy. He assesses global energy markets, noting stable oil prices despite insurance companies' risk-aversion nearly bankrupting regional states like Egypt. (10)1941 SAUDI ARABIA