Podcasts about Oil

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    Latest podcast episodes about Oil

    InvestTalk
    Best of Caller Questions

    InvestTalk

    Play Episode Listen Later Mar 4, 2026 47:00 Transcription Available


    In this compilation program, Justin Klein and Luke Guerrero field a variety of finance and investment questions from callers across the United States and around the World.Today's Stocks & Topics: A-I Stocks, Bond Maturity, Short-Term Rental Market, The VIX, Crypto, Pre-Tax Allocation vs. Roth I-R-A, Poorly Managed Companies, Publicly Traded Sports Teams, P.E. Ratios, Oil, Portfolio Management, Converting a Traditional IRA to a Roth, Cash Management, How to Calculate Company's Debt, 529 Plan, Entry Point.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Progressive: https://progressive.com* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

    Unchained
    Why Crypto Has a Good Long-Term Setup Right Now: Bits + Bips

    Unchained

    Play Episode Listen Later Mar 4, 2026 56:49


    A major war broke out in the Middle East, but Bitcoin didn't break. One veteran investor says that price action reveals something important about where crypto stands today. --- Bits + Bips is spreading its wings Starting soon, new episodes will only be published on our brand‑new feeds. What you need to do: Click the links below. YouTube Apple Spotify X Smash Follow or Subscribe.

    Today in Focus
    Could the Iran war spark a global economic crisis? – The Latest

    Today in Focus

    Play Episode Listen Later Mar 4, 2026 11:10


    Global oil and gas prices have skyrocketed as war halts energy exports from the Middle East. The strait of Hormuz, a narrow passage of water that facilitates the shipping of about a fifth of the world's oil, has been in effect closed since the regional war began, prompting fears of a global economic crisis. According to reports, traffic has dropped by about 80%, but how long until we feel the effects? Nosheen Iqbal speaks to the Guardian's head of business, John Collingridge – watch on YouTube. Help support our independent journalism at theguardian.com/infocus

    Money Tree Investing
    Sector Rotation: Using A Firehose To Fill A Dixie Cup

    Money Tree Investing

    Play Episode Listen Later Mar 4, 2026 51:00


    There is a sector rotation happening and today we're here to discuss it! We also touch on the sudden U.S. conflict with Iran as this is not the time to start reacting emotionally to early headlines, misinformation, and media fear cycles. Keep in mind historical market reactions to prior military strikes; while volatility typically spikes, equity drawdowns have historically been modest and short-lived unless oil supply or credit markets break down. We also highlight that markets are driven more by liquidity and capital flows than headlines and investors should focus on historical patterns, sector positioning, bond duration strategy, and risk management rather than panic, while closely watching oil prices, credit spreads, and bond yields for signs of deeper systemic stress.  We discuss... The concept of the "fog of war," warning listeners not to trust early reports, viral videos, or emotionally charged headlines. Media outlets monetize fear and that investors should avoid panic-driven decisions. Historical data from past U.S. military strikes was reviewed, showing that market drawdowns are typically modest and short-lived. Oil prices spiked on geopolitical risk, but the move was framed as a fear premium rather than confirmed supply disruption. The U.S. dollar was expected to strengthen in the short term as capital seeks safe-haven assets. Sector rotation was highlighted, with money moving out of mega-cap tech and into energy, materials, and defensive sectors. Utilities, staples, and healthcare were identified as traditional late-cycle or risk-off sectors. If capital exits large tech allocations, there are limited sectors large enough to absorb those flows without major price distortions. Bonds were presented as increasingly attractive if interest rates begin to decline. Long-duration bonds tend to benefit most when yields fall due to the inverse price-yield relationship. Lower mortgage rates were projected as a possibility, which could reignite housing demand but also drive home prices higher again. Markets are driven more by liquidity and money flows than by headlines or fundamentals alone. Investors should focus on second- and third-order effects rather than reacting to the immediate shock of war. Credit spreads, bond yields, and oil prices are key indicators to monitor for signs of systemic stress. Remain disciplined, historically grounded, and risk-aware rather than emotionally reactive.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/sector-rotation-795

    Multipolarista
    War & chaos spread: After Iran, US & Israel attack more countries; Trump threatens Spain

    Multipolarista

    Play Episode Listen Later Mar 4, 2026 29:58


    After launching a war of aggression against Iran, Trump and Netanyahu are attacking more countries. Israel invaded Lebanon and besieged Gaza. US soldiers are fighting in Ecuador and shooting Pakistani protesters. Trump even threatened an embargo on Spain, demanding to use its military bases. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=o3mU2qgYUcE Check out our related video - The US-Israeli war on Iran is based on lies: https://www.youtube.com/watch?v=R_xGgeV_9rw Topics 0:00 US-Israeli war on Iran expands 0:36 Iran hits US bases in Middle East 0:54 Oil price & Strait of Hormuz 1:24 US State Dep't orders evacuations 1:59 CIA plans to arm Kurdish militants 4:02 Trump vowed to end wars 4:22 Israel invades Lebanon 5:06 Israel besieges Gaza 5:31 USA shoots Pakistani protesters 5:49 US troops fight in Ecuador 6:31 US oil blockade of Cuba 7:23 Many wars happening at once 8:16 Trump, the "peace president" 8:29 (CLIP) Trump promised peace 8:43 Trump's "Board of Peace" 9:04 Trump has bombed 10 countries 10:15 Trump attacks Spain 10:39 Spain opposes war on Iran 11:21 Trump wants embargo of Spain 12:33 (CLIP) Trump threatens Spain 13:56 Trump floats invading Spain 14:48 NATO military spending 5% of GDP 15:33 Spain supports Palestine 17:04 Spain moves closer to China 18:08 Germany backs US attack on Spain 19:20 (CLIP) Germany condemns Spain 20:06 Myth of European solidarity 20:40 Friedrich Merz, BlackRock boy 21:34 Kissinger on US "friends" 22:03 France admits war is illegal 23:12 Germany, France, UK join war 23:56 European vassals of US empire 24:27 (CLIP) Trump criticizes UK 24:39 UK lets US use its military bases 25:20 (CLIP) Mark Rutte: Trump is "daddy" 25:52 Canada's hypocritical position 28:16 Iran wanted negotiations 29:45 Outro

    The Best One Yet

    Oil's up, airlines are down, and so is Chipotle… We look at how War in Iran hits everything markets.Dutch Bros is now the #3 coffee chain… but it's actually an energy drink chain in disguise.Anthropic vs. The Pentagon vs. OpenAI… Can morals become marketing?Plus, the next cutting edge technology is in your undies… It's the Fitbit of Farts.$BROS $SPY $GOOGBuy tickets to The IPO Tour (our In-Person Offering) TODAYArlington, VA (3/11): https://www.arlingtondrafthouse.com/shows/341317 New York, NY (4/8): https://www.ticketmaster.com/event/0000637AE43ED0C2Los Angeles, CA (6/3): SOLD OUTGet your TBOY Yeti Doll gift here: https://tboypod.com/shop/product/economic-support-yeti-doll NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell. Hosted on Acast. See acast.com/privacy for more information.

    The 11th Hour with Brian Williams
    Mixed messages flow from Trump team as Iran war spreads

    The 11th Hour with Brian Williams

    Play Episode Listen Later Mar 3, 2026 42:08


    America enters day four at war with Iran, as the White House says “the hardest hits are yet to come”. Oil prices spike as the war effectively stops shipping through the Strait of Hormuz; what that means for gas prices in the U.S. Plus, the view from inside Iran, what we're hearing after the Ayatollah's death. David Rohde, Lt. Gen. Mark Hertling, Susan Glasser, Michael Crowley, Clayton Siegle, Ron Insana, Caroline Modarressy-Tehrani, and Tony Plohetski join The 11th Hour this Monday night. To listen to this show and other MS podcasts without ads, sign up for MS NOW Premium on Apple Podcasts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Endtime Ministries | End of the Age | Irvin Baxter
    Are We in World War 3 Now? - Ep. 7270

    Endtime Ministries | End of the Age | Irvin Baxter

    Play Episode Listen Later Mar 3, 2026 58:30


    Are we in World War 3… right now? U.S. B-1 bombers striking Iranian underground facilities. Israel targeting leadership infrastructure in Qom. Iran threatening a long war and tightening control over the Strait of Hormuz. Oil tankers stranded. Missiles flying. Proxies activating. This is no longer theoretical escalation. Today we're stepping back from the noise to ask the serious question: Is this a regional conflict or the early stage of something far bigger? Let's look at the facts. ⭐️: True Gold Republic: Get The Endtime Show special on precious metals at https://www.endtimegold.com 📱: It's never been easier to understand. Stream Only Source Network and access exclusive content: https://watch.osn.tv/browse 📚: Check out Jerusalem Prophecy College Online for less than $60 per course: https://jerusalemprophecycollege.com Learn more about your ad choices. Visit megaphone.fm/adchoices

    Making Sense
    The World Isn't Prepared for What Just Happened to Oil

    Making Sense

    Play Episode Listen Later Mar 3, 2026 23:43


    The conflict erupting with Iran has already impacted financial markets, though the initial impact has been pretty muted. Most of the effect has fallen on the energy sector and related, no surprise. Oil has surged above $70 per barrel, US benchmark, while wholesale gasoline has soared 17% just since Thursday. Interest rates are up though not in the way you might think. Instead, USTs are signaling something else - something big. Eurodollar University's Money & Macro Analysis----------------------------------------------------------------------------------What if your gold could actually pay you every month… in MORE gold?That's exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month.Check it out here: https://monetary-metals.com/snider----------------------------------------------------------------------------------Join us for our free webinar Thursday March 26, 2026 at 6pm ET. With credit market developments escalating even more, and major market moves accompanying them, we're going to go over where everything stands but also look forward at the potential scenarios coming out of what continues to look like a global bust. Sign up below:https://eurodollar-university.com/home-page-web----------------------------------------------------------------------------------https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

    Financial Sense(R) Newshour
    US-Iran War, Oil Chokepoints, and Escalating Regional Conflicts (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Mar 3, 2026 1:47


    Mar 2, 2026 – In this urgent and in-depth conversation, FS Insider interviews geopolitical analyst Jacob Shapiro after the ongoing US-Israel military operation against Iran. Shapiro unpacks the real-time complexities—from the risks of regime...

    Low Value Mail
    USA VS IRAN - The Final Showdown? | EP #177 | Low Value Mail Live Call-In Show

    Low Value Mail

    Play Episode Listen Later Mar 3, 2026 128:27


    Low Value Mail is a live call-in show discussing current events, politics, conspiracies and much more.Every Monday night at 7pm ETSupport The Show:

    The Tom and Curley Show
    Hour 1: John met Victoria at a gas station in North Bend

    The Tom and Curley Show

    Play Episode Listen Later Mar 3, 2026 34:19


    3pm: I Was Thinking:  It’s not Oil, it’s not Epstein, it’s CHINA // Follow-up questions on the China theory // John met Victoria at a gas station in North Bend

    Global News Podcast
    Trump warns of more US deaths in Iran war

    Global News Podcast

    Play Episode Listen Later Mar 2, 2026 26:06


    President Donald Trump has warned that more American military personnel are likely to be killed as the US and Israel continue their attacks on Iran. Three US service members have already died after Iranian retaliatory strikes on military sites. Trump says Operation Epic Fury could last weeks. Also: the conflict widens as Israel and Hezbollah exchange fire, with the IDF hitting targets in Beirut's southern suburbs. Oil prices surge after Iran warns tankers to avoid the Strait of Hormuz. The UK says it will allow the US to use British bases. And we look at Mossad and the CIA's intelligence efforts to carry out the assassination of Ayatollah Ali Khamenei. The Global News Podcast brings you the breaking news you need to hear, as it happens. Listen for the latest headlines and current affairs from around the world. Politics, economics, climate, business, technology, health – we cover it all with expert analysis and insight. Get the news that matters, delivered twice a day on weekdays and daily at weekends, plus special bonus episodes reacting to urgent breaking stories. Follow or subscribe now and never miss a moment. Get in touch: globalpodcast@bbc.co.ukImage credit: Truth Social/Reuters

    NBC Meet the Press
    Meet the Press NOW — March 2

    NBC Meet the Press

    Play Episode Listen Later Mar 2, 2026 52:29


    The military conflict in the Middle East escalates into a full-blown regional war with Iran targeting several countries with its retaliatory strikes. Oil markets and global markets react to the U.S. war on Iran. Sen. Markwayne Mullin (R-Okla.) joins Meet the Press NOW to react to the conflict and the administration's military objectives. NBC News Chief Data Analyst Steve Kornacki previews tomorrow's midterm primaries. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

    Morning Announcements
    Monday, March 2nd, 2026 - Operation EPIC FURY: Ayatollah Khamenei dead, Hormuz closed, oil prices spike; 2 dead in Austin bar shooting

    Morning Announcements

    Play Episode Listen Later Mar 2, 2026 10:25


    Today's Headlines: The U.S. and Israel launched Operation EPIC FURY, striking more than 1,000 targets across Iran. Iran retaliated widely, aiming at U.S. bases in the Gulf but also hitting civilian sites in Dubai, including the airport, the Burj Al Arab, and the Fairmont Palm Hotel. President Donald Trump said the U.S. sank nine Iranian warships, warned Americans to expect casualties and by Sunday, three U.S. service members were dead. In a major escalation, Iran's Supreme Leader Ali Khamenei and former President Mahmoud Ahmadinejad were reported killed, along with dozens of senior officials. Iran then closed the Strait of Hormuz, which carries about 20% of global oil supply. Oil prices are projected to jump roughly 9% as markets reopen. Members of Congress from both parties are now pushing for a War Powers Act vote, noting they were not consulted before the strikes began. At the Pentagon, AI drama escalated. After asking how its model was used in a prior operation, Anthropic lost a $200 million federal contract and was labeled a “supply chain risk” by Defense Secretary Pete Hegseth. Within a day, the Pentagon reached a deal with OpenAI, which says it maintains similar guardrails. Separately, reporting from The Washington Post and ProPublica details a draft executive order circulated by Trump allies that claims China interfered in 2020 and could declare a national emergency affecting election administration ahead of the midterms. Former national security adviser Michael Flynn reportedly convened allies to discuss the plan. Speaker Mike Johnson warned losing the midterms would effectively end Trump's presidency. And in Austin, Texas, two people were killed and 14 wounded in a bar shooting now being investigated by the FBI as a potential act of terrorism. Resources/Articles mentioned in this episode: WSJ: Trump Warns More U.S. Deaths Possible as Blasts Rock Mideast for Second Day The Guardian: Oil price expected to surge after Iran strikes and strait of Hormuz closure CNN: Congress to vote on Trump's war powers in aftermath of Iran strikes NYT: At the Pentagon, OpenAI is In and Anthropic Is Out WaPo: Trump, seeking executive power over elections, is urged to declare emergency ProPublica: Trump Officials Attended a Summit of Election Deniers Who Want the President to Take Over the Midterms WaPo: ‘It would be the end of the Trump presidency' AP News: FBI probes Texas bar shooting that killed 2 and wounded 14 as possible terrorist act Subscribe to the Betches News Room and join the Morning Announcements group chat. Go to: ⁠⁠⁠betchesnews.substack.com Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ukraine: The Latest
    Putin slams ‘murder' after US-Israel kill Khamenei & what war in Iran means for ‘humiliated' Russia

    Ukraine: The Latest

    Play Episode Listen Later Mar 2, 2026 56:30


    Day 1,467.Today, as the world reacts to escalating conflict in the Middle East and the devastating use of attack drones against civilian areas, we examine how Donald Trump's confrontation with Iran could impact Russia's war in Ukraine and the strategic calculations in both Kyiv and Moscow. We report on the latest shadow fleet tanker boarding operation linked to sanctions enforcement against Russia, and bring you an update from Adélie in Kyiv. And later, we feature a panel recorded at the Black Sea Security Forum in Odesa, with former Ukrainian Ambassador to the United States Valeriy Chalyi, former US Ambassador to Ukraine William Taylor, and former Italian Senator and Deputy Foreign Minister Gianni Vernetti, discussing transatlantic security and the future of Ukraine.Contributors:Francis Dearnley (Host on Ukraine: The Latest). @FrancisDearnley on X.Dominic Nicholls (Host on Ukraine: The Latest). @DomNicholls on X.Adélie Pojzman-Pontay (Host on Ukraine: The Latest). @adeliepjz on X.With thanks to former Ukrainian Ambassador to the United States Valeriy Chalyi, former US Ambassador to Ukraine William Taylor, and former Italian Senator and Deputy Foreign Minister Gianni Vernetti.NOW IN FULL VIDEO WITH MAPS & BATTLEFIELD FOOTAGE:Every episode is now available on our YouTube channel shortly after the release of the audio version. You will find it here: https://www.youtube.com/@UkraineTheLatest CONTENT REFERENCED:Our sister podcast ‘Battle Lines', covering events in Iran and the Middle East:https://linktr.ee/BattleLines What Khamenei's death means for Russia and China (The Telegraph):https://www.telegraph.co.uk/world-news/2026/03/01/what-khamenei-death-means-for-russia-and-china/ Oil surges to seven month high as Iran war hits supply (The Telegraph):https://www.telegraph.co.uk/business/2026/03/01/opec-moves-to-cash-in-on-iran-crisis-as-oil-prices-surge/ Sunak to advise Zelensky on economy (The Telegraph):https://www.telegraph.co.uk/politics/2026/02/27/rishi-sunak-advise-volodymyr-zelensky-ukraine-economy/ WEEKLY NEWSLETTER:Our weekly newsletter includes maps of the frontlines and diagrams of weapons, answers your questions, provides recommended reading, and gives exclusive analysis and behind-the-scenes insights.. It's free for everyone, including non-subscribers. Join here – http://telegraph.co.uk/ukrainenewsletter EMAIL US:Contact the team on ukrainepod@telegraph.co.uk . We continue to read every message, and seek to respond to as many on air and in our newsletter as possible. Hosted on Acast. See acast.com/privacy for more information.

    Unchained
    Bits + Bips: What Happens to Markets Now That the U.S. Has Struck Iran?

    Unchained

    Play Episode Listen Later Mar 2, 2026 40:37


    A former Clinton and Biden foreign policy advisor saw it before it happened. Now the question is what investors do next. Hours after this episode was recorded, the United States and Israel launched a coordinated military campaign against Iran, killing Ayatollah Ali Khamenei in what analysts are calling the most significant U.S.-Iran escalation in decades. Charles Myers, Founder and CEO of Signum Global Advisors and a former senior foreign policy advisor to Hillary Clinton and Joe Biden, had just sat down with Steven Ehrlich to discuss the geopolitical landscape and what it means for investors.  What he said about Iran during that conversation is now raising serious questions about what comes next, and the investment implications are far from settled. In this episode, Myers also addresses whether the "sell America" trade is overdone, where oil is heading, the future of AI funding, and whether Bitcoin can actually function as a safe haven when the world is on fire. Hosts: ⁠Steven Ehrlich⁠, Host of Bits + Bips: The Interview Guests: ⁠Charles Myers, Founder and CEO, Signum Global Advisors Links: Iran strike / military action: US strikes Iran — https://www.cnn.com/world/live-news/israel-iran-attack-02-28-26-hnk-intl  US-Iran nuclear talks — https://www.nbcnews.com/world/iran/us-iran-nuclear-talks-trump-military-buildup-attack-missiles-rcna260764  Largest US military buildup in the Middle East since the early 2000s — https://www.militarytimes.com/news/your-military/2026/02/26/us-military-assembles-largest-force-of-warships-aircraft-in-middle-east-in-decades/  Oil markets: Oil prices surge after Iran strike — https://www.cnbc.com/2026/02/28/iran-us-attack-oil-market-economy.html  Trump's energy strategy: targeting oil in the low $50s — https://www.axios.com/2026/02/28/us-iran-attack-energy-oil-prices  Sell America / US safe haven: Global investors question US safe haven status — https://www.cnbc.com/2026/02/28/markets-brace-for-impact-following-us-military-strikes-against-iran.html  The “Sell America” trade, explained — https://www.bloomberg.com/news/articles/2026-02-02/sell-america-trade-why-investors-are-questioning-us-assets  Venezuela / Monroe Doctrine: Maduro government and the US oil deal — https://www.cnbc.com/2026/01/05/maduro-overthrow-could-pave-the-way-for-us-oil-companies-to-recover-venezuela-assets.html  The return of the Monroe Doctrine under Trump — https://www.cfr.org/articles/oil-power-and-the-climate-stakes-of-the-u-s-move-in-venezuela  OpenAI / AI: OpenAI raises $110 billion — https://www.cnbc.com/2026/02/27/open-ai-funding-round-amazon.html  Stargate: OpenAI and SoftBank's AI moonshot — https://openai.com/index/announcing-the-stargate-project/ Prediction Markets: Polymarket Iran strike odds — https://polymarket.com  Insider trading on Polymarket: the Maduro bet — https://en.wikipedia.org/wiki/2026_United_States_strikes_in_Venezuela  Stablecoins / GENIUS Act: The GENIUS Act and stablecoin regulation — https://www.gibsondunn.com/the-genius-act-a-new-era-of-stablecoin-regulation/ Learn more about your ad choices. Visit megaphone.fm/adchoices

    Marketplace All-in-One
    Global markets respond to the attack on Iran

    Marketplace All-in-One

    Play Episode Listen Later Mar 2, 2026 6:49


    Oil prices are jumping around this morning, but you can bet they're up — around 6-7%. Gold, a safehaven for investors, is up about 2%. "We're in a world where markets and investors are increasingly uncertain about where their money is safe," said Julia Coronado of MarcoPolicy Perspectives in a discussion of today's market movements. Also: why we pay such close attention to the monthly jobs report and how sites like Moltbook can disrupt the AI industry.

    The FOX News Rundown
    Business Rundown: Oil, Iran & How Strikes Will Impact Prices at the Pump

    The FOX News Rundown

    Play Episode Listen Later Mar 2, 2026 13:09


    Oil prices are surging following this weekend's US and Israeli strikes on Iran. Fears mount that the conflict could drag on for weeks. Compounding that concern are reports that Iran is moving to restrict passage in the Strait of Hormuz—the world's most critical oil export route. a prolonged blockade – and the potential targeting of oil facilities -- could create a severe global supply crunch. The destabilization of the region is also impacting other industries, including travel and banking. Meanwhile, gold and the dollar bounced as investors moved to safety, fearing the military operation could be prolonged. FOX Business Network's Taylor speaks with her Big Money Show co-host Jackie DeAngelis about how Operation Epic Fury has the oil markets on edge, and what it could mean for gas prices in the coming weeks and months. Learn more about your ad choices. Visit podcastchoices.com/adchoices

    Marketplace Morning Report
    Global markets respond to the attack on Iran

    Marketplace Morning Report

    Play Episode Listen Later Mar 2, 2026 6:49


    Oil prices are jumping around this morning, but you can bet they're up — around 6-7%. Gold, a safehaven for investors, is up about 2%. "We're in a world where markets and investors are increasingly uncertain about where their money is safe," said Julia Coronado of MarcoPolicy Perspectives in a discussion of today's market movements. Also: why we pay such close attention to the monthly jobs report and how sites like Moltbook can disrupt the AI industry.

    PBS NewsHour - Segments
    How the war in Iran is impacting global energy markets

    PBS NewsHour - Segments

    Play Episode Listen Later Mar 2, 2026 7:18


    Oil and gas prices spiked on Monday as the Iran conflict escalated and shipping was disrupted in the Strait of Hormuz. About 20% of the world's oil and liquefied natural gas flows through the strait every day, making it one of the most crucial oil supply routes on the planet. William Brangham reports. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy

    The Economist Morning Briefing
    Oil prices jump; Israel strikes Lebanon, and more

    The Economist Morning Briefing

    Play Episode Listen Later Mar 2, 2026 2:53


    Oil prices surged dramatically when markets opened in Asia as traders reacted to the war in Iran that began over the weekend. Hosted on Acast. See acast.com/privacy for more information.

    WSJ Minute Briefing
    Stocks Close Mixed as Investors React to Middle East Conflict

    WSJ Minute Briefing

    Play Episode Listen Later Mar 2, 2026 2:29


    Oil prices leapt and defense stocks saw a boost. Plus: United Airlines stocks dip after cancelling all flights to the region. Katherine Sullivan hosts. Sign up for the 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Oil and Whiskey with The Roadster Shop
    Rodger Lee of Ironworks Speed & Kustom 3.0

    Oil and Whiskey with The Roadster Shop

    Play Episode Listen Later Mar 2, 2026 170:00


    This week on Oil & Whiskey, Rodger Lee of Ironworks Speed & Kustom is back for his third time on the show and it's a solid catch-up on what's happening in the shop world right now.We talk hot rods, custom cars, shop life, and the stuff nobody sees: managing the work, managing the people, and keeping the business moving while still building at a high level. Rodger shares real-world perspective on running a custom car shop, how the industry's shifting, what's working (and what isn't), and the mindset it takes to stay consistent over the long haul.We also get into what Rodger's been doing on the business education side — including his business development classes designed to help builders and shop owners tighten up their process, pricing, scheduling, and overall business structure.If you're into Ironworks Speed & Kustom, custom car building, hot rod shops, or you're trying to learn how to run a better operation behind the scenes, this episode is for you.Grab official Oil & Whiskey gear at oilandwhiskey.com. Good time, bad advice, great shirts.

    Palisade Radio
    Adrian Day: ‘Absolutely’ Bullish on Gold & Why Oil is ‘Extremely Cheap’

    Palisade Radio

    Play Episode Listen Later Mar 2, 2026 57:13


    Stijn Schmitz welcomes back Adrian Day to the show. Adrian Day is the CEO of Adrian Day Asset Management and Manager of the EuroPacific Gold Fund. The discussion centers on the current state of gold, silver, and global commodities markets, with Day providing deep insights into current investment trends and opportunities. Day remains bullish on gold, citing historical market cycles and key buyers like central banks and Tether. He notes that central banks are actively diversifying away from the US dollar due to concerns about government profligacy and potential asset weaponization. The trend of dollar reserve reduction has been ongoing for years, accelerated by events like the confiscation of Russian central bank assets. Regarding silver, Day sees potential but with more risks compared to gold. He highlights a genuine physical deficit in the silver market and increasing demand from sectors like solar panel manufacturing. However, he cautions that high prices might incentivize manufacturers to seek more efficient alternatives. In the broader commodity complex, Day finds significant value opportunities. He points out that commodities are trading near 100-year lows relative to financial assets, with underinvestment in sectors like oil, gas, and copper creating potential for price appreciation. He emphasizes the long lead times for new commodity projects and the challenges of rapidly increasing production. Day’s investment approach focuses on global markets, with a current preference for reducing US exposure and exploring opportunities in markets like Britain, Singapore, and Hong Kong. He remains particularly interested in gold mining stocks, especially mid-tier producers in stable jurisdictions. Timestamps: 00:00:00 – Introduction 00:00:50 – Bullish Case for Gold 00:01:58 – Gold Market Cycles 00:04:04 – Central Bank Buying Reasons 00:10:27 – Tether Gold Stablecoin 00:14:10 – Dollar Reserve Decline 00:18:08 – Gold Settlement Potential 00:22:33 – Silver Market Insights 00:30:20 – Commodity Value Opportunities 00:38:20 – Gold Mining Investments 00:45:24 – Other Commodities Analysis 00:50:53 – Oil and Gas Plays 00:53:52 – Concluding Thoughts Guest Links: Website: https://adrianday.com/ Adrian Day is considered a pioneer in promoting the benefits of global investing in the United Kingdom. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and is frequently invited to lecture at financial conferences and seminars around the world. His pleasures include fine dining, reading (especially history), and the opera.

    Tony Katz + The Morning News
    Tony Katz and the Morning News 1st Hr 3-2-26

    Tony Katz + The Morning News

    Play Episode Listen Later Mar 2, 2026 22:51 Transcription Available


    Attack on Iran. Oil prices rise. New law aims to ease CPA talent crunch. Iranian women cheer, while liberal white women protestSee omnystudio.com/listener for privacy information.

    Tony Katz + The Morning News
    Tony Katz and the Morning News Full Show 3-2-26

    Tony Katz + The Morning News

    Play Episode Listen Later Mar 2, 2026 70:46 Transcription Available


    Attack on Iran. Oil prices rise. New law aims to ease CPA talent crunch. Iranian women cheer, while liberal white women protest Tony enjoys a Kroger Whippie with Tara. JMV talking NFL Combine. Today’s Popcorn Moment: Trump announcing the death of the Ayatollah and death of US Service Members. Today on the Marketplace: Would you trust Cartiers sold on the Marketplace? Leftists want the US to lose. Pete Hegseth addresses the nation. What is Illinois' move to keep the Bears? Stock Markets react. Theme Song: Redemption Monday - WKRP end themeSee omnystudio.com/listener for privacy information.

    Furthermore with Amanda Head
    Iran Conflict Sparks Gas Price Spike, Begging the Question: Is America Truly Energy Independent?

    Furthermore with Amanda Head

    Play Episode Listen Later Mar 2, 2026 34:24


    On this episode of the podcast, Amanda Head talks with U.S. Oil and Gas Association President Tim Stewart on how the escalating Iranian crisis is already impacting Americans at the pump. Gas prices jumped 20-30 cents over the weekend, but is this just the beginning?Stewart explains how the U.S., now producing nearly 13 million barrels of oil per day, is far more insulated than it was during the energy shocks of the 1970s. Still, aging refinery infrastructure, reliance on Canadian and Venezuelan crude, and global instability create ongoing vulnerabilities.The conversation also explores the geopolitical ripple effects of U.S. energy policy, the potential for new refineries in states like Nevada and Arizona, and what California's policies could mean for the broader energy landscape. Plus, they discuss the possibility of Iranian regime change and what it would mean for global oil markets. What happens overseas doesn't stay overseas — especially when it comes to energy.You can learn more about the U.S. Oil and Gas Association, along with this podcast and Amanda Head by following their respective X accounts: @FurthermorePod, @AmandaHead, @US_OGA.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    FactSet U.S. Daily Market Preview
    Financial Market Preview - Monday 2-Mar

    FactSet U.S. Daily Market Preview

    Play Episode Listen Later Mar 2, 2026 5:51


    US equity futures are under pressure with S&P down . Bonds mixed. US 10-year yield is firmer at 4%. Gilts off 1 bps at 4.3%. Dollar is mostly firmer, though off session highs in overnight trade. Oil sharply higher with WTI crude up around 7.5%. European gas prices more than 20% higher. Gold and silver gain. Industrial metals firmer. Bitcoin lower. US and Israel launched air strikes against Iran that targeted military assets, government and IRGC facilities and missile bases, killing Supreme Leader Khamanei and several high-level officials. Trump is optimistic about war's progress, mentioning offramps and claiming Iran's new leaders in talks. Media sources also note Iran's security chief has reached out for fresh nuclear talks. Iran has widened retaliation to Gulf states, resulting in airport shutdowns. Conflict has also disrupted shipping through Strait of Hormuz though oil price impact subject to multiple variables.Companies Mentioned: Paramount Skydance, Warner Bros. Discovery

    The Secret Teachings
    War with Iran: The Christian & Jewish Apocalypse Ritual (BEST OF 2024)

    The Secret Teachings

    Play Episode Listen Later Mar 1, 2026 300:00


    How was the bombing of Iran by the United States and Israel so easily predictable? How did The Secret Teachings radio show lay out the roadmap back in 2024, if not based solely on the second Trump administration's cabinet picks and allegiance to Israel? This episode combines two 2024 episodes into one singular source:Master Race to Armageddon: It takes two to Tengu (11/21/24) (4hr Special)Hexagram Handlers (11/22/24)*The is the FREE archive, which includes advertisements. If you want an ad-free experience, you can subscribe below underneath the show description.

    InvestTalk
    The 24/7 Stock Market Revolution: Trading Never Sleeps

    InvestTalk

    Play Episode Listen Later Feb 28, 2026 45:41 Transcription Available


    The traditional 4 p.m. closing bell is becoming obsolete as stocks transform into "24/7 digital cash" with round-the-clock trading. This fundamental shift in market structure is changing how investors think about timing, liquidity, and global market dynamics.Today's Stocks & Topics: Apple Inc. (AAPL), Market Wrap, Microsoft Corporation (MSFT), The 24/7 Stock Market Revolution: Trading Never Sleeps, Oracle Corporation (ORCL), Retirement Allocation, Key Benchmark Numbers: Treasury Yields, Gold, Silver, Oil and Gasoline, “AI Layoffs”, Sprouts Farmers Market, Inc. (SFM), Sunrun Inc. (RUN).Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

    FIVE MINUTE NEWS
    Trump Leads U.S. into War with Iran.

    FIVE MINUTE NEWS

    Play Episode Listen Later Feb 28, 2026 10:38


    Donald Trump has launched major combat operations against Iran — without Congressional approval, without UN authorization, and without a clear endgame. In coordination with Israeli Prime Minister Benjamin Netanyahu, the U.S. has escalated the conflict into a full-scale regional war that is already spreading across the Middle East. Iran has retaliated with missile strikes on U.S. bases in Qatar, the UAE, and Bahrain, while explosions have rocked cities across the Gulf. Oil markets are on edge. American forces are on high alert. And the world is bracing for what could become the most dangerous escalation since the Iraq War. Independent media has never been more important. Please support this channel by subscribing here: https://www.youtube.com/channel/UCkbwLFZhawBqK2b9gW08z3g?sub_confirmation=1 Join this channel with a membership for exclusive early access and bonus content: https://www.youtube.com/channel/UCkbwLFZhawBqK2b9gW08z3g/join Five Minute News is an Evergreen Podcast, covering politics, inequality, health and climate - delivering independent, unbiased and essential news for the US and across the world. Visit us online at http://www.fiveminute.news Follow us on Bluesky https://bsky.app/profile/fiveminutenews.bsky.social Follow us on Instagram http://instagram.com/fiveminnews Support us on Patreon http://www.patreon.com/fiveminutenews You can subscribe to Five Minute News with your preferred podcast app, ask your smart speaker, or enable Five Minute News as your Amazon Alexa Flash Briefing skill. CONTENT DISCLAIMER The views and opinions expressed on this channel are those of the guests and authors and do not necessarily reflect the official policy or position of Anthony Davis or Five Minute News LLC. Any content provided by our hosts, guests or authors are of their opinion and are not intended to malign any religion, ethnic group, club, organization, company, individual or anyone or anything, in line with the First Amendment right to free and protected speech. Learn more about your ad choices. Visit megaphone.fm/adchoices

    Financial Sense(R) Newshour
    Jim Welsh: Market Fundamentals Robust—But Iran War, Oil Shock Major Wild Cards

    Financial Sense(R) Newshour

    Play Episode Listen Later Feb 28, 2026 36:15


    Febr 27, 2026 – Is the strong bull market starting to lose momentum? Financial Sense Newshour's Jim Puplava interviews market strategist Jim Welsh of Macro Tides for a technical deep dive into what's really going on under the market's surface...

    Financial Sense(R) Newshour
    The AI Energy Arms Race: Gas, Nukes, and China with Robert Bryce & Doomberg

    Financial Sense(R) Newshour

    Play Episode Listen Later Feb 28, 2026 41:55


    Feb 27, 2026 – Can America win the AI race if it can't keep the lights on? In this electrifying conversation, Jim Puplava sits down with energy experts Robert Bryce and Doomberg to unpack the explosive collision between artificial intelligence...

    Multipolarista
    US-Israeli war on Iran is NOT about nuclear weapons - it's about imperialism

    Multipolarista

    Play Episode Listen Later Feb 28, 2026 21:49


    The United States and Israel are waging a war of aggression against Iran. This is not about nuclear weapons; it's about imperialism. Trump and Netanyahu admitted they want regime change in Tehran. They want to overthrow the revolutionary government and put a puppet in power, like the former shah. Ben Norton explains. VIDEO: https://www.youtube.com/watch?v=R_xGgeV_9rw Topics 0:00 USA & Israel bomb Iran 1:21 (CLIP) Trump threatens Iran's military 1:49 (CLIP) Trump calls for regime change 2:33 Iran retaliates, hitting US bases 3:26 Iran is not Venezuela, or Iraq 4:18 (CLIP) Trump fears US casualties 4:52 Israel's PM Netanyahu 6:08 US empire's plans for West Asia 7:39 (CLIP) Wesley Clark: 7 countries targeted 8:14 Nuclear weapons 9:15 Iran nuclear deal (JCPOA) 10:31 Fake US "negotiations" 12:21 Oil & gas in Middle East (West Asia) 12:45 USA wants to cut off China's oil supplies 13:55 Trump's oil blockade of Cuba 14:25 Israel: US empire's aircraft carrier 15:26 CIA coup in Iran in 1953 16:04 US-backed dictator, the shah 16:54 Iranian Revolution 17:20 Iran-Iraq War 17:52 US puppet, "crown prince" Reza Pahlavi 19:56 US-backed regime change in Syria 21:01 Imperialism 21:24 Outro

    Creating Wealth through Passive Apartment Investing
    EP# 445 Investment Insights from Sid Shamin: People, Processes, and Performance

    Creating Wealth through Passive Apartment Investing

    Play Episode Listen Later Feb 28, 2026 28:06


    Send a textSid Shamim is the Founder, CEO & President at Headway Capital, a private equity firm in Houston, TXwith over $500MM of AUM. Headway focuses on providing best-in-class multifamily investmentopportunities to passive investors. Before starting Headway Capital, Sid worked as a technology engineer in a Fortune 100 Oil & Gas company, developing and managing more than $100MM worth of technical projects. Sid oversees the company 's investment strategy and asset management, ensuring projects perform to their greatest potential.Over the past 7 years, Sid has helped hundreds of clients add passive, commercial real estate to their portfolio and diversify from Wall Street. He currently resides in Houston, TX with his wife & two kids. Support the showFollow Rama on socials!LinkedIn | Meta | Twitter | Instagram|YoutubeConnect to Rama Krishnahttps://calendly.com/rama-krishna/ E-mail: info@ushacapital.comWebsite: www.ushacapital.comRegister for Multifamily AP360 - 2026 virtual conference - https://mfap360.com/To find out more about partnering or investing in a multifamily deal: email: info@ushacapital.com

    Our Film Fathers
    Episode 290: Candy Crush

    Our Film Fathers

    Play Episode Listen Later Feb 28, 2026 43:04


    After the Winter Olympics, we found something that America and Canada can agree on: John Candy. This lovable goof brought humor and joy to every role that he had, including Uncle Buck (1989) and Cool Runnings (1993). He blends sincerity and warmth with instant laughs. Leave us a comment about John Candy.Also Play:Cinema Chain Game--------------------------------------------Subscribe, rate, and review:Apple Podcasts: Our Film FathersSpotify: Our Film FathersYouTube: Our Film Fathers---------------------------------------------Follow Us:Instagram: @ourfilmfathersTwitter / X: @ourfilmfathersEmail: ourfilmfathers@gmail.com

    The Kid Carson Show
    202 - What's Really Injected in MAID? Dr. York Hsiang

    The Kid Carson Show

    Play Episode Listen Later Feb 28, 2026 52:52


    Dr. York Hsiang returns for his fourth appearance on The Kid Carson Show, with a preview of a new Substack piece from “The Analytical Scalpel.” This one goes straight into the most uncomfortable questions around MAID in Canada.They break down what Medical Assistance in Dying actually is, walks through the drug sequence, the lack of monitoring, and why he believes the process is being sold as dignified care while key details get glossed over.You will hear a surgeon's perspective on sedation vs pain control, paralysis, “clinical” time of death, and why some cases can take far longer than the public assumes.Follow York on Substack here:  https://yorkhsiang.substack.com/Be featured on The Kid Carson ShowStep into a premium interview experience and create content for your business with Kid Carson.

    Financial Sense(R) Newshour
    Martin Armstrong's 2026 Warning: Iran, China, and Hypersonics (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Feb 27, 2026 3:02


    Feb 26, 2026 – Is the world drifting toward a new era of global conflict — one that doesn't look like the wars of the past? In this gripping interview, Martin Armstrong lays out why today's geopolitical tensions may be part of a much larger historical cycle...

    This is Oklahoma
    This is Michael Horton - Good Living Ventures | Real Estate | Oil & Gas

    This is Oklahoma

    Play Episode Listen Later Feb 27, 2026 73:27


    On this episode I chatted with Oil & Gas and Real Estate entrepreneur Michael Horton about his career and love for the state of Oklahoma. Michael grew up in Ardmore Oklahoma, graduated from OU and dove head first into the Oil & Gas industry. Finding great mentors from the industry, some from his alma matter or OU. Michael soared into leadership roles everywhere he worked. From New Orleans, Midland, Tulsa and then to Denver Michael stayed focused on growth with great people around him. After multiple Billion dollar exits he turned his focus on Real Estate for a stint and founded Good Living Ventures, rehabbing mobile home parks in Arizona. Transforming forgotten and neglected properties into safe, clean and thriving communities. But Michael has the Oil & Gas bug back in a big way and is ready to get back into the mix here in Oklahoma. Connect with Michael on Linkedin. https://www.linkedin.com/in/michael-horton-04b27913/ Huge thank you to our sponsors. The Oklahoma Hall of Fame at the Gaylord-Pickens Museum telling Oklahoma's story through its people since 1927. For more information go to www.oklahomahof.com and for daily updates go to @oklahomahof The Chickasaw Nation is economically strong, culturally vibrant and full of energetic people dedicated to the preservation of family, community and heritage. www.chickasaw.net  Dog House OKC - When it comes to furry four-legged care, our 24/7 supervised cage free play and overnight boarding services make The Dog House OKC in Oklahoma City the best place to be, at least, when they're not in their own backyard. With over 6,000 square feet of combined indoor/outdoor play areas our dog daycare enriches spirit, increases social skills, builds confidence, and offers hours of exercise and stimulation for your dog http://www.thedoghouseokc.com  #thisisoklahoma 

    FactSet U.S. Daily Market Preview
    Financial Market Preview - Friday 27-Feb

    FactSet U.S. Daily Market Preview

    Play Episode Listen Later Feb 27, 2026 5:22


    US equity markets are lower, with S&P down 0.2%, following mixed performance on Thursday. Bonds firmer. US 10-year benchmark down 1 bp at 4%. Gilts 2 bps lower at 4.3%. Bund eases to 2.7%. Dollar softer versus European majors, little changed versus yen. Oil up. Gold flat. Industrial metals higher. Bitcoin weaker. UK politics likely to get some attention after Greens won the Gorton and Denton by-election in greater Manchester, with Reform coming second. Further reports highlighting the likelihood of a very lowkey fiscal update from Chancellor Reeves next Tuesday, as she seeks to end cycle of policy speculation. Update from the UK National Audit Office showed HMRC collected extra £16B from biggest firms last year via a more hands-on approach.Companies Mentioned: Warner Bros. Discovery, Partners Group Holding, CPPIB, Equinix, Alphabet, Meta

    The W.I.P.
    AI Expectations

    The W.I.P.

    Play Episode Listen Later Feb 27, 2026 5:25


    Mortgage rates dipped below 6% for the first time in three years. How important is this for the housing market? Oil prices have been volatile. What will determine where prices are headed next? Finally, AI bellwether Nvidia announced earnings. How did investors react to the news?

    Bloomberg Daybreak: US Edition
    New Iran Talks Set for Next Week; Netflix Drops Warner Bros. Bid

    Bloomberg Daybreak: US Edition

    Play Episode Listen Later Feb 27, 2026 14:07 Transcription Available


    Today's top stories, with context, in just 15 minutes.On today's podcast:1) US and Iranian officials ended the latest round of nuclear talks in Geneva on Thursday by agreeing to reconvene as soon as next week, opening the door to further diplomacy even as President Trump masses military forces in the region. With just days to go before Trump’s deadline to reach an agreement, the two sides agreed to resume discussions at a technical level in Vienna. Oil pared gains given the prospect of more talks, though there was no public reaction from the US side, led by special envoy Steve Witkoff and Trump’s son-in-law Jared Kushner. A person familiar with the US position said the Americans were leaving Geneva disappointed with the progress of the talks.2) Former US Secretary of State Hillary Clinton said she denied any association with disgraced financier Jeffrey Epstein during a “repetitive” hours-long deposition before congressional investigators Thursday. Clinton told reporters after the deposition she is confident her husband, former President Bill Clinton, knew nothing about Epstein’s crimes. Bill Clinton, who is set to face questioning on Friday, will be the first ex-president forced to testify before Congress. Thursday’s closed-door interview, which took place in Chappaqua in upstate New York, also touched on topics ranging from UFOs to the so-called PizzaGate conspiracy theory that took hold during the 2016 presidential campaign, she said.3) Netflix Inc. dropped out of the fight to buy Warner Bros. Discovery Inc., clearing the way for rival bidder Paramount Skydance Corp. to clinch its $111 billion deal for the historic Hollywood studio. The streaming industry leader said that while it believed its deal would have passed muster with regulators and created shareholder value, it didn’t want to keep bidding. “We’ve always been disciplined, and at the price required to match Paramount Skydance’s latest offer, the deal is no longer financially attractive,” Netflix said Thursday in a statement. Instead, it will keep investing in its business, including about $20 billion this year on films, TV shows and other entertainment offerings.See omnystudio.com/listener for privacy information.

    Thoughts on the Market
    Oil Rallies on Fresh Uncertainty

    Thoughts on the Market

    Play Episode Listen Later Feb 26, 2026 4:55


    Our Global Commodities Strategist Martijn Rats discusses the geopolitical drivers behind the recent spike in oil prices and outlines four Iran scenarios.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Martijn Rats, Morgan Stanley's Global Commodities Strategist.Today – what's fueling the latest oil market rally.It's Thursday, February 26th, at 3pm in London.What happens when oil prices jump, even though there's no actual shortage of oil? That's the situation we're in right now. Tensions between the U.S. and Iran have escalated again. Naturally, markets are paying attention.Over the past week, Brent crude rose about $3 to around $72 per barrel. WTI climbed into the mid-$60s. Shipping costs surged. And traders have started paying a premium for protection against a sudden oil spike – the levels we haven't seen since the early days of the Ukrainian invasion.But here's the key point: there's no clear evidence that global oil supply has tightened. Exports are still flowing. Tankers are still moving. And some near-term indicators of physical tightness have actually softened. When oil is truly scarce, buyers scramble for immediate barrels and short-term prices spike relative to future delivery. Instead, those spreads have narrowed, and physical premiums have eased.This isn't a supply shock. It's a risk premium. In simple terms, investors are buying insurance. So what could happen next? We see four broad scenarios.Before I outline them though, here's something we do not see as a core case: a prolonged closure of the Strait of Hormuz. Roughly 15 million barrels per day of crude and another 5 million of refined product moves through that corridor. A sustained shutdown would be enormously disruptive. But we think the probability is very low.Now coming back to our four scenarios. The first is straightforward. A negotiated settlement; conflict is avoided. Iranian exports continue and shipping lanes remain open. In that scenario, what unwinds is the geopolitical risk premium – which we estimate at roughly $7 to $9 per barrel. If that fades, Brent could drift back to the low-to-mid $60s, similar to past episodes where prices spiked on fear and then retraced once supply proves unaffected.Second, we could see short-lived frictions – shipping delays, higher insurance costs, temporary logistical issues. That might remove a few hundred thousand barrels per day for, say, a few weeks.. Prices could briefly spike into the $75–80 range. But balancing forces would kick in relatively quickly. For example, China has been building inventories at a steady pace. At higher prices, that stockbuilding would likely slow, helping offset temporary disruptions. That points to some further upside in prices – but then normalization.The third scenario is more serious, but still contained: localized export losses of perhaps 1 to 1.5 million barrels per day for a month or two. Prices would stay elevated longer, but spare capacity and demand adjustments could eventually stabilize the market.Now our last scenario is the more serious and considers a potential shipping shock. The real risk here isn't wells shutting down – it's shipping disruption. Global trade of crude oil depends on efficient tanker movement. If transit times were extended even modestly, effective shipping capacity could fall sharply, creating what amounts to a temporary tightening of about 2 to 3 million barrels per day – or about 6 percent of global seaborne supply. That is a logistics shock, not a production outage – but it would push prices toward early-2022-type levels, at least briefly.Now let's zoom out. Beyond geopolitics, the fundamentals look weak. OPEC+ supply is rising, and our forecasts show a sizable surplus building in 2026. Even if some of that oil ends up in China's stockpiles, a lot would still likely flow into core OECD inventories. Historically, when the market looks like this, prices tend to fall, not rise.Which brings us back to the central point. Oil isn't rallying because the world has run out of barrels. It's rallying because markets are pricing geopolitical risk. And unless that risk turns into actual, sustained disruption, insurance premiums tend to expire.Thank you for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.This podcast references jurisdiction(s) or person(s) which may be the subject of economic sanctions. Readers are solely responsible for ensuring that their investment activities are carried out in compliance with applicable laws.

    InvestTalk
    Housing Market Revival: Construction Surge Signals New Chapter

    InvestTalk

    Play Episode Listen Later Feb 26, 2026 44:42 Transcription Available


    Housing starts jumped to their highest level in five months while construction-related stocks are breaking out bullishly. Despite affordability concerns weighing on consumer sentiment, the supply side is showing unexpected momentum in 2026.Today's Stocks & Topics: Energy Transfer LP (ET), Market Wrap, ABB Ltd (ABBNY), Netflix, Inc. (NFLX), Retirement, Housing Market Revival: Construction Surge Signals New Chapter, Intuit Inc. (INTU), Vale S.A. (VALE), Oil, MercadoLibre, Inc. (MELI), Forex Trading, Tariffs and Trades Deals.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Quince: https://quince.com/INVESTAdvertising Inquiries: https://redcircle.com/brands

    Financial Sense(R) Newshour
    BRICS Win, Allies Lose After Tariff Ruling: Adriano Bosoni Explains Why (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Feb 26, 2026 3:07


    Feb 25, 2026 – Last week's Supreme Court ruling upended President Trump's sweeping tariff strategy, cutting the effective U.S. tariff rate nearly in half and sending shockwaves through global trade. Adriano Bosoni breaks down who wins and who loses...

    Russian Roulette
    Four Years of the War in Ukraine (Live Event)

    Russian Roulette

    Play Episode Listen Later Feb 26, 2026 66:42


    Max and Maria spoke with Hanna Notte, JP Gresh, and Michael Kimmage at a live CSIS event marking the four-year anniversary of Russia's full-scale invasion of Ukraine. This conversation was recorded on February 23, 2026. For the video recording of this event, please go to CSIS.org. "Putin Had High Hopes for Trump. They Have Been Dashed," by Hanna Notte (The New York Times, February 2026). Preorder We Shall Outlast Them: Putin's Global Campaign to Defeat the West, by Hanna Notte (W.W. Norton & Company, August 2026).

    FactSet U.S. Daily Market Preview
    Financial Market Preview - Thursday 26-Feb

    FactSet U.S. Daily Market Preview

    Play Episode Listen Later Feb 26, 2026 6:23


    US equity futures are softer with S&P slightly down. Bonds mixed. US 10-year steady at 4%. US dollar flat, yen stronger on hawkish BOJ comments, yuan also strengthened sharply following lower fixing point this morning by the PBOC. Crude futures continued to trade in a tight range. Base metals lower, precious metals also giving up some ground. Cryptocurrencies mixed. Oil is up. Early focus is on earnings from Nvidia, which delivered widely expected beat and raise. Muted response to earnings. Flagged upside to $500B Blackwell and Rubin revenue pipeline, which street was expecting. CEO Huang struck usual bullish tone, noting compute demand rising exponentially. Meanwhile, European markets are taking influence from heavy earnings calendar.Companied Mentioned: LSI Industries, Pacific West Bancorp, Shell Plc

    Financial Sense(R) Newshour
    AI Disruption Just Getting Started, Says Robert Van Battenburg (Preview)

    Financial Sense(R) Newshour

    Play Episode Listen Later Feb 25, 2026 2:56


    Feb 24, 2026 – What if the massive disruption we've seen in the stock market from AI is just the beginning of a much deeper transformation? In this compelling conversation, Cris Sheridan sits down with strategist Robert Van Battenburg...

    EconTalk
    The Man Who Would Be King of Saudi Arabia (with Karen Elliott House)

    EconTalk

    Play Episode Listen Later Feb 23, 2026 76:58


    Crown Prince Mohammed bin Salman has been dragging Saudi Arabia into the modern world over the last decade. Journalist and author Karen Elliott House lays out the Saudi leader's motivations, hopes, and contradictions. Listen as she and EconTalk's Russ Roberts explore the crown prince's mix of cultural liberalization and political dominance and where his balancing act might lead his country in the future.