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Today, we explore what it means to invest in a world defined by volatility, uncertainty, complexity, and ambiguity (VUCA). We discuss why geopolitical shocks... especially supply-driven ones... are creating persistent trends across markets, and why trend-following strategies are thriving despite strong equity performance. The conversation dives into how investors process information (or fail to), the limits of central bank responses to supply shocks, and why markets may not be fully pricing in current risks. Mark also shares new research comparing hedge fund strategies under different volatility regimes, highlighting why managed futures stand out as a robust diversifier. The episode closes with a forward-looking discussion on AI, replication strategies, and the growing role of narrative versus data in investment decision-making.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Mark on Twitter.Episode TimeStamps:00:00 – Introduction: Preparing for the unpredictable00:36 – Entering a VUCA world: volatility, uncertainty, complexity, ambiguity02:00 – “Uncharted territory” in markets and beyond05:30 – Central banks, leadership changes, and policy uncertainty07:16 – Oil markets, OPEC shifts, and geopolitical tension10:16 – Trend-following performance update and market context14:06 – Reverse engineering CTAs and the role of AI18:42 – Replication strategies vs. true alpha22:41 – Trend-following performance metrics (April update)24:43 – Supply shocks and why they're harder to manage28:53 – Are markets underreacting to geopolitical risk?31:53 – Information overload, ambiguity, and trend persistence34:54 – Why more data doesn't mean better decisions38:34 – Government intervention vs. market-driven trends40:30 – Pandemic policies and unintended inflation43:00 – New research: hedge fund strategies vs. volatility regimes47:16 – Why managed futures stand out as diversifiers51:11 – Narrative vs. data in investment decisions55:36 – AI, sentiment analysis, and the future of models58:46 – Simplicity vs. complexity in strategy design01:00:49 – Bundling vs. unbundling investment strategies01:03:18 – Momentum crashes and new research directionsCopyright © 2025 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put together some key discoveries and things I have learnt during the more than 3 decades I have worked in the Trend Following industry, which I hope you will find useful. Click Here2. Daily Trend Barometer and Market Score One of the things I'm really proud of, is the fact that I have managed to published the Trend Barometer and Market Score each day for more than a decade...as these tools are really good at describing the environment for trend following managers as well as giving insights into the general positioning of a trend following strategy! Click Here3. Other Resources that can help youAnd if you are hungry for more useful resources from the trend following world...check out some precious resources that I have found over the years to be really valuable. Click HerePrivacy PolicyDisclaimer
//The Wire//2300Z April 30, 2026// //ROUTINE// //BLUF: TERRORISM CONCERNS REMAIN IN UNITED KINGDOM. UKRAINIAN TARGETING OF RUSSIAN OIL INFRASTRUCTURE CONTINUES. OIL MARKET REMAINS VOLATILE AS GULF WAR REMAINS STAGNANT.// -----BEGIN TEARLINE----- -International Events-Lebanon: The ceasefire has mostly collapsed, with fighting resuming between Hezbollah and the IDF. Several FPV drone strikes have targeted Israeli armor in the border regions of Lebanon over the past few days, and Israeli forces continue to mandate the evacuation of the newly created "buffer zone" south of the Litani River.United Kingdom: Counterterrorism policing operations have continued in the wake of the Golders Green attack yesterday, with authorities confirming that the suspect who conducted the stabbing is of Somali origin. The individual has been identified as Essa Suleiman, an individual who had previously been arrested for stabbing two police officers back in 2008. After this incident, he was incarcerated and a flagged as a potential terrorist threat under the Prevent program in 2020. At some point he was released and/or escaped the mental institution he was confined to, before conducting the stabbing yesterday. This morning, the national terrorism threat level was raised to SEVERE, meaning that further terror attacks are highly likely.Russia: Ukrainian targeting efforts throughout the nation have increased over the past few weeks, as Ukrainian forces pivot to targeting Russian oil terminals and refineries. The Lukoil petroleum refinery in Perm was hit overnight, along with the Tuapse Refinery on the Black Sea coast.Analyst Comment: This pivot to targeting Petroleum, Oil, and Lubricant (POL) facilities began in earnest last October, after a prolonged period of stagnation along the various front lines. As the war has been going on for a long time now, these targeting efforts received little attention outside the various communities observing the war. From Ukraine's perspective, these targeting efforts are perfectly reasonable, but for the rest of the world, the timing of this is going to cause an already tenuous oil market to increasingly be threatened. With the Middle East oil markets severely stifled by the Gulf War, the footnote that Russia is one of the largest producers of energy in the world has become a rather important detail. Russian oil refineries being blown up by the Ukrainians, while President Trump has alluded to the war continuing for some time, is almost certain to have follow-on effects which will (in the short term) drive up costs for nearly everything.-HomeFront-New York: This morning an explosion was reported at a residence in Queens. The incident began after one suspect (who has been identified as Anrup Parasram) attempted to break in to the residence, where his wife was living. A domestic disturbance developed, which involved the suspect attempting to conduct a stabbing attack. As authorities arrived on scene, the suspect barricaded himself inside the structure, before setting the house (and himself) on fire. A few moments later, the house exploded, possibly due to the suspect filling the home with natural gas. So far only minor injuries have been reported among responders, and the suspect remains "unaccounted for" per the FDNY.-----END TEARLINE-----Analyst Comments: Yesterday Brent crude futures briefly jumped to $120/bbl upon the news of the strategic situation regarding the war in the Middle East. In addition to the UAE announcing their departure from OPEC, diplomatic efforts to end the war are stagnant at best and President Trump has indicated that the blockade of the Strait of Hormuz will be in place on more of a long-term basis. Yesterday, a post was made on President Trump's Truth Social account referencing a "nonnuclear deal". Though the meaning of this is not perfectly clear (and thus can be interpreted in any numbe
A big day for the Communist Capitol of America - Chicago!! PLUS, Donald Kendal, Director of The Heartland Institute's Emerging Issues Center, tells Shaun that from Bernie Sanders, to Zohran Mamdani and even Barack Obama, leftists are pushing socialism in the US and predicts their next running point will be Universal Basic Income. The Heritage Foundation's Dr. EJ Antoni talks to Shaun about the complete shift in power after the UAE leaves OPEC, the over-reaching refinery regulations causing our gas prices to sky-rocket, and debates a Spirit Airlines bailout. And our National Anthem: The Temptations!!See omnystudio.com/listener for privacy information.
Subscribe now to skip the ads and get all of our episodes. King Charles paid his respects at AP HQ, but was put off by Danny's pet ferrets. In this week's news: Iran talks collapse as Trump weighs a blockade and strikes (1:56); the UAE leaves OPEC (7:45); Mali rebels and jihadists seize Kidal (16:49); Derek interviews Alex Thurston about Mali's escalating rebel offensive and the implications for the junta government (18:08); Israel kills civilians and expands evacuation zones in Lebanon (33:43) as the U.S. and Israel demand a Hezbollah disarmament plan from Lebanon (35:25); Israel adds an orange line to its Gaza map (37:08); Afghanistan and Pakistan exchange border fire (38:59); China blocks the sale of AI startup Manus to Meta (40:46); Sudan's Blue Nile faces a humanitarian crisis (44:23); King Charles visits the United States and addresses Congress (46:27); Trump and Putin discuss a Ukraine ceasefire (48:53), plus Ukraine accuses Israel of procuring stolen grain (48:53); and the United States charges Sinaloa Governor Ruben Rocha (52:18). Don't forget to download our latest miniseries Marx Prestige. All episodes out now! And paid subscribers will get access to the full interview with Alex Thurston. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jared Yates Sexton and Nick Hauselman break down a series of national and global collapses in this Weekender edition of the Muckrake Podcast. They analyze the Supreme Court's 6-3 decision regarding Louisiana's voting maps, arguing that the ruling effectively dismantles the Voting Rights Act and signals a return to an era of disenfranchisement. The conversation shifts to the intensifying energy crisis and the indefinite stalemate in Iran. With the UAE withdrawing from OPEC and Saudi Arabia's sovereign fund feeling the squeeze, the duo discusses the fracturing of the petrodollar and the potential for regional conflict. They also take aim at the Democratic Party's recent policy shifts under Hakeem Jeffries, questioning the focus on building data centers for AI while regular Americans face rising energy bills and job insecurity. To wrap things up, the guys find refuge in cinema and comedy. They discuss the brilliance of the Coen brothers, the nuanced acting of Oscar Isaac in Inside Llewyn Davis, and why Fargo remains a perfect lens for viewing the pitfalls of capitalism. Support Independent Media: Become a patron at Patreon.com/muckrakepodcast to help keep the show editorially independent.
This week, Walter and Jeremy discuss the US national debt, the Supreme Court's decision on a provision of the Voting Rights Act, the UAE's exit from OPEC, why Trump doesn't believe the Iran war is the catastrophe the establishment thinks it is, and King Charles' very successful visit to America.
King Charles paid his respects at AP HQ, but was put off by Danny's pet ferrets. In this week's news: Iran talks collapse as Trump weighs a blockade and strikes (1:56); the UAE leaves OPEC (7:45); Mali rebels and jihadists seize Kidal (16:49); Derek interviews Alex Thurston about Mali's escalating rebel offensive and the implications for the junta government (18:08); Israel kills civilians and expands evacuation zones in Lebanon (33:43) as the US and Israel demand a Hezbollah disarmament plan from Lebanon (35:25); Israel adds an orange line to its Gaza map (37:08); Afghanistan and Pakistan exchange border fire (38:59); China blocks the sale of AI startup Manus to Meta (40:46); Sudan's Blue Nile faces a humanitarian crisis (44:23); King Charles visits the United States and addresses Congress (46:27); Trump and Putin discuss a Ukraine ceasefire (48:53), plus Ukraine accuses Israel of procuring stolen grain (48:53); and the United States charges Sinaloa Governor Ruben Rocha (52:18).Don't forget to download our latest miniseries Marx Prestige. All episodes out now!Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
Oil prices are at their highest since 2022, as a swift end to the Iran conflict proves elusive. Yet, our commodities editor says, markets do not yet yet recognise how deep the supply shock is. Who will contest next year's pivotal election in France? And great expectations in Brazil ahead of the World Cup.Watch “The Insider”: How high will the oil price go Guests and host:Matthieu Favas, commodities editorSophie Pedder, Paris bureau chiefJon Fasman, senior culture correspondentRosie Blau, host of “The Intelligence”Topics covered: Oil, Brent crude, OPEC, Iran, UAEFrance, Macron, Marine Le Pen, National RallyWorld Cup, Brazil, Pele Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.
Oil prices are at their highest since 2022, as a swift end to the Iran conflict proves elusive. Yet, our commodities editor says, markets do not yet yet recognise how deep the supply shock is. Who will contest next year's pivotal election in France? And great expectations in Brazil ahead of the World Cup.Watch “The Insider”: How high will the oil price go Guests and host:Matthieu Favas, commodities editorSophie Pedder, Paris bureau chiefJon Fasman, senior culture correspondentRosie Blau, host of “The Intelligence”Topics covered: Oil, Brent crude, OPEC, Iran, UAEFrance, Macron, Marine Le Pen, National RallyWorld Cup, Brazil, Pele Listen to what matters most, from global politics and business to science and technology—Subscribe to Economist Podcasts+For more information about how to access Economist Podcasts+, please visit our FAQs page or watch our video explaining how to link your account. Hosted on Acast. See acast.com/privacy for more information.
In Episode 478 of Hidden Forces, Demetri Kofinas speaks with Jon Alterman, the Zbigniew Brzezinski Chair in Global Security and Geostrategy at the Center for Strategic and International Studies, about why the Islamic Republic of Iran has refused to capitulate in its war with the United States and Israel,, how Russia and China are positioning themselves to exploit the conflict, and what recent wars have taught us about the future of warfare and a potential direct military confrontation between the United States and China. The first hour examines the constellation of tools Tehran has cultivated to compensate for its conventional military weakness, and which have been deployed to great effect against the United States and Israel, and the mismatch between the speed of modern warfare and the speed with which political change is demanded in Washington, which has frustrated the architects of this latest military campaign from the outset. They also discuss the deepening of US-Israeli military integration following October 7th, the implications for peace negotiations of an Iranian political economy whose survival is bound up with its pariah status, and what a viable diplomatic off-ramp might ultimately look like for Tehran, Washington, Tel Aviv, and other countries with a vested interest in how this war turns out. The second hour is devoted to how Moscow and Beijing are already positioning themselves to exploit the war, the structural challenges that may render China less ascendant than the consensus narrative suggests, and the rupture in transatlantic and US-Canada relations that Jon believes will leave permanent scars regardless of who occupies the White House at the end of Trump's second term. They also discuss the implications for the Gulf in light of the UAE's announced departure from OPEC, the deepening Saudi-Emirati rivalry, the durability of the "exit narrative" that has flourished among a new class of transnational elites in this more volatile global security environment, and what the war between the US, Israel, and Iran and other recent conflicts have taught us about what a direct military confrontation between the United States and China might actually look like. Subscribe to our premium content—including our premium feed, episode transcripts, and Intelligence Reports—by visiting HiddenForces.io/subscribe. If you'd like to join the conversation and become a member of the Hidden Forces Genius community—with benefits like Q&A calls with guests, exclusive research and analysis, in-person events, and dinners—you can also sign up on our subscriber page at HiddenForces.io/subscribe. If you enjoyed today's episode of Hidden Forces, please support the show by: Subscribing on Apple Podcasts, YouTube, Spotify, Stitcher, SoundCloud, CastBox, or via our RSS Feed Writing us a review on Apple Podcasts & Spotify Join our mailing list at https://hiddenforces.io/newsletter/ Producer & Host: Demetri Kofinas Editor & Engineer: Stylianos Nicolaou Subscribe and support the podcast at https://hiddenforces.io. Join the conversation on Facebook, Instagram, and Twitter at @hiddenforcespod Follow Demetri on Twitter at @Kofinas Episode Recorded on 04/28/2026
It has been over two weeks since the U.S. Navy began a blockade of Iranian ports, and now millions in Iran have been pushed into poverty as the country's economy crumbles. It also appears the blockade is causing collateral damage back home with oil prices surging to their highest levels in the past four years. over concern of renewed U.S. military strikes and an extension of the blockade. Meanwhile, the United Arab Emirates is leaving OPEC, marking a major shift in global energy politics. FOX's Jonathan Savage speaks with Max Meizlish, research fellow at the Foundation for the Defense of Democracies, and previously worked at the U.S. Department of the Treasury's Office of Foreign Assets Control (OFAC), who says the blockade is working, severely impacting Iran's economy, but even more can be done to freeze their oil revenue. Click Here To Follow 'The FOX News Rundown: Evening Edition' Learn more about your ad choices. Visit podcastchoices.com/adchoices
This episode is presented by Create A Video – In a seismic shift in oil markets and Middle East geo-politics, the United Arab Emirates announced they were pulling out of the OPEC oil cartel. UAE has been limited by OPEC in how much oil it can produce and sell. It could lead to a global marketplace that is more free and not beholden to the politics of member nations. Plus, the Arab world is watching the war in a completely different way than most Westerners.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-pete-kaliner-show--6946691/support.Subscribe to the podcast All the links to Pete's Prep are free!Get exclusive content here!Media Bias Check: GroundNews promo code!Advertising and Booking inquiries: Pete@ThePeteKalinerShow.com
//The Wire//2300Z April 29, 2026// //ROUTINE// //BLUF: CONFLICT INTENSIFIES IN MALI. STABBING ATTACK STRIKES LONDON. UNITED ARAB EMIRATES DECIDE TO LEAVE OPEC.// -----BEGIN TEARLINE----- -International Events-Middle East: Yesterday the United Arab Emirates announced their intention to withdraw from OPEC, the organization of Oil Producing and Exporting Countries which are responsible for the coordination of oil production throughout the region.Analyst Comment: This is an important development that might be an early indicator of much more serious changes within the petroleum sector. Most of the major oil refineries in the UAE getting smoked by the Iranians was probably the driving factor behind this decision, or rather the last straw for the Emirates, who has been increasingly annoyed with OPEC's quota system over the years. However, since many other nations also saw catastrophic damage to their main source of national income, it is possible that a free-for-all situation might develop over time, whereby OPEC's stability is called into question. In short, the already volatile oil market is likely to stay insane for quite a while.Africa: The situation remains tense in Mali, as multiple different conflicts begin to come to a head. A few days ago, several separate attacks throughout the nation morphed into becoming a larger-scale uprising. Two groups, JNIM and the Azawad Liberation Front (FLA) coordinated to launch major attacks throughout the country, mostly focusing on the capital of Bamako, as well as major military bases in Kati and other major cities. During the attacks, Mali's Defense Minister was killed during an alleged Vehicle-Borne IED attack on his home. Due to the deteriorating security situation, most European nations and the U.S. have recommended either leaving the country as soon as possible or sheltering in place if it's too late to leave.United Kingdom: Two incidents have taken place in Golders Green over the past 24 hours. Yesterday a suspected arson incident was reported at a memorial wall set up for Iranians killed during the war. Separately, a stabbing attack was reported this morning in the same area, which involved a man approaching a bus stop and stabbing people on the street. The man was detained by a Shomrim foot patrol in the area, and a total of two people were wounded during this attack. Hours after the incident, Harakat Ashab al-Yamin al-Islamia (HAYI) claimed credit for the attack.Separately, a large-scale police raid was conducted at Webb House in Crewe. This former orphanage had been turned into a migrant hotel, before eventually serving as the headquarters for a new religion, the Ahmadi Religion of Peace and Light. Over 500 police officers raided the compound this morning, in conjunction with investigations which indicated that this facility was serving as a large-scale human trafficking center, as well as clearing house for slaves, who were reportedly being bought and sold at the facility.-----END TEARLINE-----Analyst Comments: The source material for what's going on in Mali is nearly entirely Russian, as this is Russia's expeditionary fight to protect their interests in the region. However, quite significant events are underway in the Sahel, and the fighting has been widespread over the past few days. For context, after the French and Americans began leaving Mali (or reducing their roles) Russia and China stepped in to control the power vacuum. Nevertheless, the security situation deteriorated anyway, and now al-Qaeda is roaring back to power via splinter groups which have attracted tens of thousands of fighters. The Russian Africa Corp is saying that 12,000 fighters took part in the various attacks throughout the country, but this figure cannot be verified for obvious reasons. Either way, the situation is very hot throughout Mali, and the conflict is likely to intensify if one side gets the upp
The Supreme Court blocks the Democrats attempt at racial gerrymandering. PLUS, Townhall Special Correspondent, Kyle Olson, tells Shaun about Biden' horrific legacy of 450,000 unaccompanied migrant children and the atrocities they faced being exploited by cartels, sold by their parents, and sexually trafficked in Midtown Manhattan. And Scott 'The Cow Guy' Shellady, host of Cow Guy Close on RFD-TV, discusses how much the price of oil will drop after the UAE exits OPEC and the price of the War in Iran versus the price of the War in Ukraine. See omnystudio.com/listener for privacy information.
Oil has been at the center of the war on Iran. Ben Norton explains how the United States became the biggest oil producer on Earth, and how the US empire uses petroleum as a geopolitical and economic weapon, pushing for monopolistic Big Oil corporations to dominate the global market. Ben also discusses why Trump pressured the UAE to withdraw from OPEC, and he debunks the myth that the USA is "energy independent". VIDEO: https://www.youtube.com/watch?v=gh-E3q6tGEw Check out our related video on the biggest oil crisis in history: https://www.youtube.com/watch?v=bUdyPJM_rOw Topics 0:00 Iran war and oil 0:36 Petrodollar 1:52 USA is biggest oil producer 3:39 US oil exports increase 4:32 Oil price skyrockets 5:03 Corporate profits rise 5:37 Strait of Hormuz 6:30 UAE withdraws from OPEC 7:31 Abraham Accords 8:37 OPEC history 9:14 Seven Sisters: Big Oil 11:01 OPEC members 12:13 OPEC+ participants 13:18 Goal of OPEC 14:25 State-owned oil companies 15:12 Why USA dislikes OPEC 16:56 Oil is political 17:18 Venezuela economic war 19:06 Big Oil execs in US govt 20:55 Cuba oil blockade 22:29 Energy and food crisis 23:36 US "energy independence" 25:06 US oil imports 26:12 Types of crude oil 27:26 US oil refineries 28:47 US imports by country 30:36 Oil benchmarks 32:47 Oil futures market 33:53 Price predictions 36:04 Economic crisis fears 37:02 Outro
NYC just got its 1st electric air taxi flight from Joby on Uber… It's the “1,000-Foot Economy”Birkenstock launched cosmetics for your feet… cause the road to Gen Z is through skin.Dubai just quit OPEC, the cartel that controls oil prices… it's reflects a new world order for the economy.Plus, the 1st ever AI-run store just opened in San Francisco… so we went.$JOBY $BIRK $CLWOONEWSLETTER: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 President's speech to the king, the king's speech to the people, UAE leaves OPEC, and Kimmel double's down. Plus, the Message of the Day, it's high noon for Disney and Jimmy Kimmel. Learn more about your ad choices. Visit megaphone.fm/adchoices
A federal grand jury returns an indictment on former FBI Director James Comey for allegedly threatening President Trump. King Charles presses the importance of NATO in an address to Congress. And the United Arab Emirates withdraws from OPEC, shaking up the world's dominant oil cartel. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Trump's Justice Department targets former FBI Director James Comey a second time after he's indicted for alleged threats against the President. Then, Defense Secretary Pete Hegseth prepares to go before Congress to make a case for the Pentagon's $1.5 trillion budget request. Plus, a stunning move from the UAE as it annouces plans to leave OPEC. What this could mean for the global energy crisis triggered by war in Iran. Carol Leonnig, Jeff Mason, Leigh Ann Caldwell, Lt. Gen. Mark Hertling, Max Chafkin, Brendan Greeley, Charlie Sykes, and Teddy Schleifer join The 11th Hour this Tuesday 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.
The Iran war has reshuffled the global energy order, handing OPEC's coveted swing producer role to the United States. We explore what this geopolitical shift means for domestic energy stocks, oil prices, and long-term energy independence.Today's Stocks & Topics: Williams-Sonoma, Inc. (WSM), Market Wrap, Strategies for Tax Loss Harvesting, America's New Oil Crown: How the Iran War Made the US the World's Swing Producer, Aehr Test Systems Inc. (AEHR), America is Losing Conference on Retirement, Franco-Nevada Corporation (FNV), Stock Market Valuation, Dividend Stocks or Price Appreciation.Our Sponsors:* Check out Anthropic: https://claude.ai/invest* Check out Pebl: https://hipebl.ai* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Quince: https://quince.com/invest* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
Every five years or so, Congress considers and passes a new version of the farm bill. It is a massive law covering not just agriculture, but also food assistance programs. And it comes at a particularly tough time for farmers, who are being pinched by drought, tariffs, and rising fuel and fertilizer costs. Then, what's the UAE's departure from OPEC mean for oil prices? And later, from "Marketplace Tech," we hear how Section 702 of the Foreign Intelligence Surveillance Act opens the "backdoor" for warrantless searches.
Headlines for April 29, 2026; “Political Disaster for Donald Trump”: Jeremy Scahill on Stalled U.S.-Iran Talks; UAE Quits OPEC as Many Countries Ramp Up Oil Production Despite Worsening Climate Crisis; “We Are Bombarding America’s Forests with Roundup”: Despite Cancer Fear, Trump Admin Pushes Herbicide
The UAE's exit from OPEC. Plus, Powell's final meeting as Fed chair… Trump's Strait of Hormuz blockade… Big Tech is reporting—and this stock's results matter most… And The Wall Street Journal's OpenAIpiece. In this episode: Will we see you at the 2026 Curzio One Wealth Forum? [0:44] Why Powell will be hawkish at today's meeting [7:47] Will Trump's Strait of Hormuz blockade work? [17:59] The UAE's exit is the beginning of the end for OPEC [21:11] Big Tech is reporting—and this stock's results matter most [29:36] The Wall Street Journal's piece on OpenAI is B.S. [33:55] Bloom Energy is up 10x… and big changes coming to Curzio Research [50:19] Betting tips for the Kentucky Derby [57:09] Did you like this episode? Get more Wall Street Unplugged FREE each week in your inbox. Sign up here: https://curzio.me/syn_wsu Find Wall Street Unplugged podcast… --Curzio Research App: https://curzio.me/syn_app --iTunes: https://curzio.me/syn_wsu_i --Stitcher: https://curzio.me/syn_wsu_s --Website: https://curzio.me/syn_wsu_cat Follow Frank… X: https://curzio.me/syn_twt Facebook: https://curzio.me/syn_fb LinkedIn: https://curzio.me/syn_li
The macro backdrop might look fragile, but the markets are ripping higher. On this episode of Money Moves, hosts Matty A. and Ryan Breedwell cut through the noise to explain why Wall Street is shrugging off the US-Iran conflict and driving the S&P 500 to new all-time highs.The guys break down the UAE's shocking exit from OPEC, JP Morgan's record-breaking quarter, and why Paul Tudor Jones' warning of a 35% market correction might be missing the mark. Plus, Matty and Ryan discuss the latest real estate data showing price dips, offering a silver lining and creative buying opportunities for investors willing to navigate the current housing market.Episode HighlightsGeopolitical Chess: The UAE removes itself from OPEC after 59 years to strategically drop oil prices and put financial pressure on Iran.Market Melt-Up: The S&P 500 is up 9.9% in April, largely driven by a 37.2% surge in semiconductor stocks and strong Magnificent Seven performance.The Fed's Next Move: With the DOJ closing its investigation into Jerome Powell, the guys preview his final FOMC speech and predict a dovish new Fed Chair with a potential rate cut in July.Fading the Fear: Ryan counters billionaire Paul Tudor Jones' prediction of a 35% bear market correction, explaining how modern retail traders and fast-moving liquidity have altered traditional market cycles.AI Trading Bots: Gemini becomes the first to launch "agentic trading," allowing AI models like ChatGPT and Claude to autonomously execute crypto trades.Real Estate Reset: US home prices dipped in February for the first time since June 2025, opening the door for creative seller financing and unique buying opportunities.Episode Sponsored By:Discover Financial Millionaire Mindcast Shop: Buy the Rich Life Planner and Get the Wealth-Building Bundle for FREE! Visit: https://shop.millionairemindcast.com/CRE MASTERMIND: Visit myfirst50k.com and submit your application to join!FREE CRE Crash Course: Text “FREE” to 844-447-1555FREE Financial X-Ray: Text "XRAY" to 844-447-1555IIMAGOS INCOME FUND: Full Investor Presentation: Text “INCOME” to 844-447-1555
In part two of Red Eye Radio with Gary McNamara and Eric Harley, former Vice President Kamala Harris' support for the 2028 Democratic presidential primary surged to 50 percent in a new survey from the Center for American Political Studies and the Harris Poll, strengthening her position as the early front-runner if she chooses to run. Chatter about the 2028 election is underway as potential candidates test their message, even though the first votes will not be cast in the primaries until early 2028. The poll signals that Harris would have an early lead for the Democratic nomination. Also the UAE pulls out of OPEC, domestic violence reaches it's highest level in years and between the likes of Alan Dershowitz and Jonathan Turley, the Republican party gains high profile intellectuals. For more talk on the issues that matter to you, listen on radio stations across America Monday-Friday 12am-5am CT (1am-6am ET and 10pm-3am PT), download the RED EYE RADIO SHOW app, asking your smart speaker, or listening at RedEyeRadioShow.com. Learn more about your ad choices. Visit podcastchoices.com/adchoices
The war in Iran has caused a massive crunch in the global supply chain, but nothing has been hit harder than jet fuel, with its prices more than doubling. Also, the United Arab Emirates says it will leave OPEC, a consortium of oil producing countries, on May 1. And, Spain is searching people to fill its vacant shepherding jobs. Plus, a look at the future of Chinese EVs in Mexico. Learn about your ad choices: dovetail.prx.org/ad-choices
DOJ Goes After Comey. FCC vs Jimmy Kimmel. 1100 TSA Officers Quit Since Shutdown. Kid Rock's Apache Joy Ride with Hegseth. UAE Leaves OPEC. Gov Moore on Open Primaries. A real king is in Washington this week, and the wannabe king in the Oval Office is making the most of the pomp. Paul Rieckhoff opens with King Charles and Camilla's visit, the Epstein questions nobody at the White House wants to touch, and the through-line that drives this entire briefing: Trump is busting up Congress, the UN, NATO, the World Bank, the EU, and now OPEC — and the institutions that held this country and this world together are being stress-tested in real time. Gas hits $4.18, the UAE bolts from the cartel, 1,100 TSA officers walk off the job, and most Americans have no idea any of it is happening. From there it's a no-BS sweep across the front lines: a $400 million ballroom funded by your tax dollars after Trump promised to pay himself, a no-bid contract inflated 3X, Pete Hegseth taking Kid Rock on Apache joyrides while the chain of command rots, the FCC weaponized against ABC and Jimmy Kimmel, a renewed indictment push against Jim Comey over seashells on a beach, and 185 people killed in 54 unauthorized strikes on so-called narco boats with Cuba telegraphed as next. Then the inspiration: Ukraine killing 30,000 Russian troops a month, Norway co-producing drones for Kyiv, independent veteran Todd Achilles taking on an 83-year-old senator in Idaho, Wes Moore endorsing open primaries, and Horace Grant's goggles. Country over party. People over politics. Light over heat. -WATCH full video of this episode here. -Ditch your expensive carrier and support Independent Americans! Make the switch to Noble Mobile. -Join IVA and stand up to Trump's Forever Wars. -Learn more about Paul's work to elect a new generation of independent leaders with Independent Veterans of America. -Learn more about American Veterans for Ukraine here. -Get some of Maine's finest gear - check out Loyal Citizen. -Remember Independent is an Attitude. -Learn more about The Headstrong Project for Veterans, Tragedy Assistance Program for Survivors (TAPS), and Department of Veterans Affairs resources in your area. Seeking support is not a sign of weakness. It's a show of strength. If you or a loved one are in immediate crisis, dial 988 and press 1, or text 838255. Connect with Independent Americans: Subscribe on YouTube, Spotify, Apple Podcasts, and all podcast platforms Read more at Substack Support ad-free episodes at Patreon Connect: Instagram • X/Twitter • BlueSky • Facebook Follow on social: @PaulRieckhoff on X, Instagram, Threads, and Bluesky -Join the movement. Hook into our exclusive Patreon community of Independent Americans. Get extra content, connect with guests, meet other Independent Americans, attend events, get merch discounts, and support this show that speaks truth to power. -And get cool IA and Righteous hats, t-shirts and other merch now in time for the new year. Independent Americans is powered by veteran-owned and led Righteous Media. And now part of the BLEAV network! Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
The UAE ditches OPEC and leaves the oil cartel tattered.... as now Saudi Arabia joins the UAE in increasing its oil output by millions of barrels a day by DRILLING, BABY DRILLING! Iran is rendered all but useless and China's access to oil gets even slimmer. A leaked phone call of LA Mayor Karen Bass speaking cryptically about leaving the country just days ahead of projected fierce winds and fire hazards is raising more than eyebrows: Why are reporters at Fox11 in Los Angeles not allowed to report on the story? The FCC wades into the Disney/Jimmy Kimmel mess... but why?
Brian Szytel recaps a mixed market day with the Dow down 280 while the Nasdaq and S&P 500 were flat, as blue chips lagged and tech was positive. Treasury yields rose (10-year up 7 bps to 4.42%; 30-year briefly above 5%) alongside higher oil prices (WTI up ~8%, Brent up ~1%) amid Middle East tensions. He highlights three crosscurrents: the UAE leaving OPEC and its implications for oil-price control and potential benefits to U.S. shale; the FOMC holding rates with Powell signaling no cuts this year, inflation risks, unusual four dissents, and Kevin Walsh set to lead the Fed starting May 16; and “Mag Seven” earnings (Amazon, Google, Microsoft, Meta) shaping sentiment as overall earnings growth runs ~15.1% YoY. He also addresses real estate divergence (Class A diversified vs weaker markets), notes strong durable goods orders and steady housing starts, and says the S&P is up ~5% YTD with a modest upside bias despite volatility.| 00:00 Market Close Recap 00:32 Oil Surge and Rising Rates 00:54 UAE Exits OPEC 02:31 Fed Decision and Dissents 03:34 Mag Seven Earnings and AI Spend 04:25 Real Estate Divergence Explained 05:14 Durables and Housing Data 05:44 Rangebound Outlook and Signoff Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com
Every five years or so, Congress considers and passes a new version of the farm bill. It is a massive law covering not just agriculture, but also food assistance programs. And it comes at a particularly tough time for farmers, who are being pinched by drought, tariffs, and rising fuel and fertilizer costs. Then, what's the UAE's departure from OPEC mean for oil prices? And later, from "Marketplace Tech," we hear how Section 702 of the Foreign Intelligence Surveillance Act opens the "backdoor" for warrantless searches.
The United Arab Emirates said it would leave the Organisation of Petroleum Exporting Countries on May 1st, after six decades of membership. Hosted on Acast. See acast.com/privacy for more information.
A week ago, the UAE said it was in consultation with the US government trying to arrange a dollar swap line. Since then, Treasury Secretary Bessent told Congress MANY allies were, too, and not just those in the Middle East. Just hours ago, huge news as the UAE says it's outright leaving OPEC. There is big stuff going on behind the scenes because the energy shock is indeed a dollar shock and much bigger than people think, and the chances of becoming uncontained are not trivial.Eurodollar University's Money & Macro AnalysisUAE to Leave OPEC in May as Iran War Reshapes Oil Markethttps://www.bloomberg.com/news/articles/2026-04-28/uae-to-leave-opec-and-opec-next-month-to-pursue-new-strategyBessent Says Gulf, Asian Allies Requested Currency Swap Lineshttps://www.bloomberg.com/news/articles/2026-04-22/bessent-says-many-us-allies-in-gulf-asia-requested-swap-linesPimco's $10 Billion Private Deals Fuel Middle East's Wartime Cash Questhttps://www.bloomberg.com/news/newsletters/2026-04-27/pimco-buys-abu-dhabi-qatar-kuwait-private-bonds-dubai-homes-prices-fallDubai's DIFC introduces temporary economic support for businesses, retail communityhttps://www.reuters.com/world/middle-east/dubais-difc-introduces-temporary-economic-support-businesses-retail-community-2026-04-09/
It has been a tumultuous 24 hours for the global energy landscape. Yesterday, the United Arab Emirates sent shockwaves through the oil industry by announcing its withdrawal from OPEC, marking a historic break with Saudi Arabia in the midst of the ongoing regional crisis. This move comes as the Strait of Hormuz remains almost entirely shut, with the US intensifying its naval blockade and threatening to cut off major Chinese banks from the US financial system to halt the processing of Iranian oil. Despite a diplomatic impasse, the physical realities of the market are reaching a breaking point. Brent crude is trading over $118 a barrel, near its wartime highs, and gasoline prices in the US have climbed to an average of $4.22 a gallon—its highest level since the beginning of the Russia-Ukraine war. With the world burning through crude inventories and jet fuel costs in Asia more than doubling since the Iran war began, the oil market appears to be losing hope for a swift reopening of the strait, forcing a painful calibration between dwindling supply and record-high prices. So, what does a "dysfunctional" OPEC mean for the future of market management without one of its most important shock absorbers? How much of the world's energy infrastructure has been permanently damaged by the conflict? And what does the tipping point for global demand destruction actually look like? Today on the show, host Daniel Sternoff talks with Yasser Elguindi about the latest developments in the Middle East. They discuss the UAE's motivations for leaving the cartel, the growing dichotomy between physical and futures markets, and how a "post-Hormuz" world will fundamentally reshape the global energy industry. Yasser is a partner and co-portfolio manager at the Westbeck Energy Opportunity Fund and a veteran oil market strategist with over 25 years of experience advising institutional investors through every major market shock of the 21st century. Credits: Hosted by Daniel Sternoff. Produced by Mary Catherine O'Connor, Caroline Pitman, and Kyu Lee. Engineering by Gregory Vilfranc.
Federal regulators launched a probe into all Disney-owned TV stations after a late-night comedian made a joke about First Lady Melania Trump, and emerging market stocks have recovered all of their losses from the early stages of the Iran war to hit an all-time high, and the United Arab Emirates is leaving Opec after 60 years. Plus, the FT's Bita Ghaffari in Tehran details life inside Iran's blackout that's been in place since the US and Israel attacked at the end of February. Mentioned in this podcast:Trump administration launches Disney probe after Jimmy Kimmel's Melania jokeEmerging market stocks hit record high as Asian chipmakers surgeUAE to leave Opec in blow to oil cartelLife inside Iran's internet blackoutCredit: Jimmy Kimmel Live!Note: The FT does not use generative AI to voice its podcasts Today's FT News Briefing was hosted and edited by Marc Filippino, and produced by Victoria Craig, Saffeya Ahmed, and Fiona Symon. Our show was mixed by Sam Giovinco. Additional help from Gavin Kallmann. Our executive producer is Topher Forhecz. Cheryl Brumley is the FT's Global Head of Audio. The show's theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
All-time highs – SP500 up 9% MTD – NAS100 even more Balanced risk – up or down from here is evenly matched All tech right now (Example Monday Equal Weighted up 0.33%, SP500 down 0.35%) Worried about No More Mr. Nice Guy The new “Blockchain” , “SPAC”, “MEME” that is pushing stocks PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter Warm-Up - HUGE MOVES - All from Tweets - Earnings seasons - banks did goooood -- Earnings season - carrot ahead of next week when the tech giants report (lots of bulls on this) - A belated 420 day to all you stoners out there! Grab a gummy, come back in about 45 minutes and listen - show will be much better... - Tariff refunds now available Markets - All-time highs - SP500 up 9% MTD - NAS100 even more - Balanced risk - up or down from here is evenly matched -- All tech right now (One day Equal Weighted up 0.33%, SP500 down 0.35%,) - Equal weight up 4.5% MTD, S&P up 9% - Worried about No More Mr. Nice Guy ? - Seems like Trump is bored with the Iran thing... - The new "Blockchain" , "SPAC", "MEME" that is pushing stocks Announcing the Winner of the Closest to the Pin for NetGear... Open /Closed - Straits of Hormuz closed again, and again - The brief opening allowed for a cruise ship to sneak through last week. - Celestyal Discovery, a 1,360-guest vessel operated by Greece-based Celestyal Cruises, departed Port Rashid in Dubai, U.A.E., on April 17 at 11:36 a.m. local time, becoming the first cruise ship known to exit the strait since the crisis began earlier this year. - No passengers aboard - aside from Captain and Crew. - - That must have been a pretty scary passing.... OIL - Oil hovering in the $80-$90 range for a while, now topping $100 - WTI and Brent flipped back to the normal relationship - UAE leaving OPEC - (accounts for 12% of OPEC and 4% of global oil) ---- They need more flexibility and there seems to be a rift with Saudi Arabia and others as they have not been protected -- China! China to begin exporting jet fuel, diesel and gasoline - DOES THIS MEAN PRICED IN YUAN? Economics - Retail sales up more than expected. - Some is due to the high cost of gas - but stripping out gas prices - still beat expectations - How do we square this with the UMich at all-time lows? Consumer Confidence Retail Sales YoY Chips - MRVL Shares jumped more than 7% after a report by The Information said the company is in talks with Google to build two new AI chips. - AVGO (Broadcom) dipped as they had a deal announced prior and this seems to have watered down some of the importance. - Fast forward a few days and then we see a story about OpenAi missing user and revenue projections. Commentary about concern that if they do not meet their numbers, may not have enough money to fund all the build-outs they promised. (Lots of names dropping on this concern) Tim Apple - Apple announces that Tim Cook will become executive chairman of Apple's board of directors and John Ternus, senior vice president of Hardware Engineering, will become Apple's next chief executive officer effective on September 1, 2026. - Ternus joined Apple's product design team in 2001 and became a vice president of Hardware Engineering in 2013. He joined the executive team in 2021 as senior vice president of Hardware Engineering. Throughout his tenure at Apple, Ternus has overseen hardware engineering work on a variety of groundbreaking products across every category. He was instrumental in the introduction of multiple new product lines, including iPad® and AirPods, as well as many generations of products across iPhone®, Mac®, and Apple Watch. - Ternus's work on Mac has helped the category become more powerful and more popular globally than at any time in its 40-year history. Prior to Apple, Ternus worked as a mechanical engineer at Virtual Research Systems. He holds a bachelor's degree in Mechanical Engineering from the University of Pennsylvania. Mo Money - Vendor Financing - Anthropic to secure up to 5 gigawatts (GW) of current and future generations of Amazon's Trainium chips to train and power their advanced AI models. - Anthropic's Claude Platform available on AWS, providing their full AI developer experience in one place. - Amazon to invest $5 bln in Anthropic today and up to an additional $20 bln in the future. Operation Vaccu Suck - AST SpaceMobile — Shares fell 15% after a satellite launched was placed into the wrong orbit. - The company said in a release it expects the cost of the satellite to be recovered by an insurance policy, and it still plans to conduct orbital launches once every month to two months in 2026. - DH Space Cleanup - this is going to be huge. Like the Spaceballs Mega Maid Scene - goes from suck to blow. Mega maid cleaning up space trash - Operation Vaccu Suck Fed Chair Nominee - Fed Chair nominee Kevin Warsh told Senate hearing that Fed must stay independent and "stay in its lane" - Opening statement (Senate) : "I do not believe the operational independence of monetary policy is particularly threatened when elected officials—presidents, senators, or members of the House—state their views on interest rates. Central bankers must be strong enough to listen to a diversity of views from all corners. - But the actual confirmation may still be stuck until the lawsuit against Powell is dropped (Which it seems is in process) Drugs man... - Compass Pathways — The biotechnology company surged nearly 25% after President Donald Trump signed an executive order that directs his administration to speed up reviews of psychedelic drugs. - Compass is conducting studies of psychedelics to create drugs for treatment-resistant depression and PTSD. HOW? - A refund system for businesses that paid tariffs which the U.S. Supreme Court ruled President Donald Trump imposed without the constitutional authority to do so is scheduled to launch Monday. - Importers and their brokers will be able to begin claiming refunds through an online portal beginning at 8 a.m., according to U.S. Customs and Border Protection, the agency administering the system. - It's the first step in a complicated process that also might eventually lead to refunds for consumers who were billed for some or all of the tariffs on products shipped to them from outside the United States. SUBS Emerging - Sandwich chain Jersey Mike's has confidentially filed for an IPO. - - Blackstone bought a majority stake in the sandwich chain in 2024 in a deal that valued the company at roughly $8 billion. - - - With more than 3,000 locations nationwide, Jersey Mike's is the second-largest hoagie sandwich chain in the U.S. -- Did some research - typical franchisee makes about $100-$200k per store. ----- Initial cost to get store going ~ $700k (3-7 year make-good on initial investment plus risks) NEW Stock MOVER - SPACS were HOT - now by all accounts one of the worst performance groups EVER - AI Pivot - - - Not sure this has legs like some of the ones in the past... - Myseum shares more than doubled after the social media firm became the latest company to refocus efforts on artificial intelligence. -----Shares of Myseum, which has been renamed Myseum.AI, will still trade under the MYSE ticker - The New Jersey-based company announced Wednesday that it would change its name to Myseum.AI amid a concentration on integrating AI into its platforms like Picture Party and DatChat. Myseum will use AI agents to manage personal media in a way that adapts to users' preferences while also maintaining privacy, the company said. - Allbirds' shares during the previous session after the struggling shoemaker announced a pivot to AI (Went from $3 to $24 and now $11) Crypto News - Charles Schwab is rolling out crypto trading, allowing clients to buy bitcoin and ether in the coming weeks. - The move places the brokerage in direct competition with Robinhood and Coinbase, both of which tend to serve younger clients and offer commission-free trading on stocks (but still carry a fee on crypto). - Schwab is the latest example of increasing crypto acceptance by traditional financial firms that previously were waiting on the sidelines to launch crypto offerings. (Only Ether and Bitcoin) -- Stock was down on this news an some earnings hangover (8% from recent high) - Robinhood and Coinbase had some selling on the news too.... OpenAi - Nastyness - Sam Altman is seeking the dismissal of punitive damages claims in his sister's civil lawsuit accusing the OpenAI co-founder and chief executive of repeated sexual abuse more than two decades ago, an accusation he denies. - Annie Altman accused her brother of sexually abusing and raping her between 1997 and 2006 at the family home in suburban Clayton, Missouri, starting when she was three and he was 12. She said the "last acts of sexual abuse and rape" occurred when Sam Altman was an adult. He is now 40. - Sam Altman is countersuing his sister for defamation over her posts, including a video that said "an almost tech billionaire" molested her. (He is seeking $1) Other Strange - FBI Director Kash Patel filed a defamation lawsuit against the Atlantic and its reporter Sarah Fitzpatrick following the publication of an article on Friday alleging the director had a drinking problem that could pose a threat to national security. - The magazine's story, initially titled “Kash Patel's Erratic Behavior Could Cost Him His Job," cited more than two dozen anonymous sources expressing concern about Patel's “conspicuous inebriation and unexplained absences” that “alarmed officials at the FBI and the Department of Justice.” - The lawsuit, filed in U.S. District Court for the District of Columbia, seeks $250 million in damages. Netflix News - Netflix beat Wall Street expectations for first-quarter revenue and reported a big jump in earnings per share thanks in part to a termination fee related to its proposed Warner Bros. Discovery deal. - The company said it expects second-quarter revenue to increase 13% and reiterated its earlier warning that content spending would be weighted in the first half of the year due to the timing of title launches. - The company announced Reed Hastings, Netflix's co-founder and current chairman, would exit the board in June when his term expires. - Netflix reiterated that it's on track to reach $3 billion in advertising revenue in 2026, which would mark a doubling year over year, as that newer revenue line shows growth. ----Shares fell 9% after the announcement QVC - QVC Group Inc. has filed for bankruptcy protection in an effort to shed $5 billion in debt, as the company struggles with declining network viewership and stiff competition for its e-commerce operation. - QVC's business model, which relies on live sales sessions and call-in ordering, gave customers a sense of a personal relationship with their favorite peddlers, but the company's best year ever was in 2020, during the Covid-19 pandemic, and its revenue has dropped by more than a third since then. - The rise of short-form video platforms like TikTok, which has seen success with live shopping and has brought in more than $15 billion in US revenue in 2025, poses a significant challenge to QVC as it tries to restructure its debt and evolve its business model. - There will still be QVC for a while - really just a debt restructure - but eventually they are toast Spirit - 9 Lives? - Spirit Aviation Holdings Inc. has floated offering the US government an equity stake in the discount carrier to help stave off its potential liquidation, according to people familiar with the matter. - The Air Current first reported that Spirit is seeking a bailout from the US government. - Any proposed bailout is likely to get pushback from competitors that are also struggling with a spike in jet fuel prices during the conflict in the Middle East, some of the people said. Transportation Secretary Sean Duffy plans to meet with low-cost airline chief executives this week to discuss their challenges, the people said. Just IN - Jetblue CEO told employees it isn't considering filing for bankruptcy protection this year. - Geraghty's comments come amid higher fuel costs and speculation sparked by the New York-based carrier's founder that the airline could go bust. - The airline has sufficient liquidity and access to additional capital, Geraghty said in an internal memo reviewed by Bloomberg. That includes a recently secured $500 million loan backed by aircraft, with an option to raise another $250 million. Robot 1/2 Marathon - A humanoid robot completed a half-marathon in 50 minutes and 26 seconds, about seven minutes faster than the men's world record. - The second annual robot half marathon showed rapid advances in artificial intelligence, with 40% of the robots running autonomously and demonstrating improvement in handling generalized environments. - The race, which featured over 100 teams and 300 robots, showcased China's industrial policy priorities, including progress in artificial intelligence and robotics to mitigate the economic risks of an aging population. - About 40% of the robots this year rant autonomously Crazy Short Squeeze AVIS Earnings on the way... Microsoft EPS: ~$4.00–$4.05 (+15–17% YoY) Revenue: ~$81–82 billion (+15–16% YoY) Focus: Azure growth, AI monetization, and whether heavy AI spending is translating into margins. Alphabet (Google) EPS: ~$2.60–$2.70 (~5% YoY decline, due to higher depreciation) Revenue: ~$106–107 billion (+18–20% YoY) Focus: Strong Cloud growth and proof that AI investment is turning into sustainable revenue. Meta Platforms EPS: ~$6.60–$6.70 (+20%+ YoY) Revenue: ~$55–56 billion (+18–22% YoY) Focus: AI?driven advertising performance, core margins, and cost discipline outside Reality Labs. Amazon EPS: ~$1.60–$1.65 (+10–12% YoY) Revenue: ~$177–180 billion (+13–14% YoY) Focus: AWS growth, advertising margins, and clarity around large AI capital spending plans. Apple EPS: ~$1.90–$2.00 (+15–16% YoY) Revenue: ~$90–95 billion (mid?teens YoY growth) Focus: Services growth, iPhone demand stability, and capital return priorities. Love the Show? Then how about a Donation? THE WINNER OF THE CLOSEST TO THE PIN for NETGEAR Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt! FED AND CRYPTO LIMERICKS See this week's stock picks HERE Follow John C. 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Today is likely Jay Powell's final FOMC meeting as Federal Reserve Chair, with Kevin Warsh expected to be sworn in as his successor. Carlyle Group co-founder and co-chairman David Rubenstein discusses the Fed's two-day policy meeting and Powell's legacy leading the central bank. Then, a heated debate over a potential federal rescue of Spirit Airlines: Association of Flight Attendants international president Sara Nelson and Advancing American Freedom senior fellow Joel Griffith break down the pros and cons of a $500 million bailout. Plus, Elon Musk continues his testimony in the high-profile trial against OpenAI CEO Sam Altman, and CNBC's Dan Murphy reports on the UAE's departure from OPEC. Dan Murphy - 06:35 David Rubenstein - 16:00 Sara Nelson & Joel Griffith - 30:32 In this episode: David Rubenstein, @DM_Rubenstein Sara Nelson, @FlyingWithSara Joel Griffith, @JoelGriffith Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Doomberg returns. The US is mired in a war that it, nor its allies, can afford to escalate. Exposing the fragility of the global economic order, underpinned by delicate energy infrastructure. China, long planning for that fragility, is strengthened and Russia is looking cornered and more dangerous as Ukraine attacks its energy infrastructure. OPEC is shattering. For Doomberg, World War 3 is very much under way and we are in an era of profound change. And maybe AI, the savior of the SP500, wont choose to save us. Doomberg is the largest dedicated energy & finance Substack powered https://newsletter.doomberg.com/ For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global
The United Arab Emirates says quitting the Opec and Opec+ groups of major oil producing nations will provide more flexibility. The move is being seen as a blow to the groups' de facto leader Saudi Arabia. Also, Russia has accused Ukraine of destabilising global energy markets after renewed drone strikes caused a huge fire at an oil refinery in the Black Sea port of Tuapse. At least 15 people have been killed and dozens more injured after a long distance train smashed into a stationary commuter train outside the Indonesian capital Jakarta. An Austrian man has pleaded guilty to planning an attack on a Taylor Swift concert in Vienna in 2024. King Charles is due to address Congress as part of a state visit to the United States. He'll underline the history of co-operation between Britain and the US amid differences over the war in Iran. A study in the effects of isolation on astronauts, SOLIS100, has begun in Germany. One of India's wealthiest men, Anant Ambani, is offering to save the lives of eighty hippos in Colombia once owned by the late drugs baron Pablo Esbocar.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.uk
P.M. Edition for April 28. The United Arab Emirates says it's leaving OPEC. WSJ foreign correspondent Georgi Kantchev explains how the exit will affect the powerful oil cartel and energy markets. Plus, a Senate bill meant to create more homes isn't law yet, but it's putting a freeze on many developments in the burgeoning build-to-rent industry. We hear from Journal housing reporter Rebecca Picciotto about how this affects future home construction projects. And former FBI Director James Comey faces Justice Department charges for a second time. Alex Ossola hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices
On his US state visit, King Charles III will address both houses of congress later. He will be the first British monarch to do so since Queen Elizabeth did the same in 1991. We hear from a congressman about whether the visit could help warm UK-US relations amid tension due to the Iran war.Also on the programme: The latest on Mali as violence there continues to spread between jihadist militants and separatists; the United Arab Emirates is set to quit the oil cartel Opec on 1st May; and we hear from the parents of Kenyan runner Sabastian Sawe - who broke the world record at this weekend's London Marathon.(Photo: Britain's King Charles III walks during a state visit to the United States at a Garden Party in the British Embassy in DC, 27th April 2026. Credit: Ian Vogler, Pool via Reuters)
There seems to be little movement on the resumption of talks between the U.S. and Iran. There is also almost no movement through the Strait of Hormuz, the vital bottleneck that's essentially cut off 20% of the world's oil and gas supply. Tuesday, the UAE announced it will leave OPEC, the cartel that has largely controlled oil supplies for decades. Amna Nawaz discussed more with Karen Young. PBS News is supported by - https://www.pbs.org/newshour/about/funders. Hosted on Acast. See acast.com/privacy
President Donald Trump rolled out the red carpet for King Charles and Queen Camila at the White House. A Trump admin official is criticizing Jimmy Kimmel for not apologizing for his most recent joke involving First Lady Melania Trump. The UAE is shaking up the consortium of the world's largest oil producers. Severe thunderstorms are battering parts of the South for a sixth straight day. Plus, Taylor Swift has moved to protect her voice and likeness from AI impersonations. Learn more about your ad choices. Visit podcastchoices.com/adchoices
The oil cartel known as OPEC is falling apart, which will realign global oil prices. Plus, Frank Siller from Tunnel to Towers calls in about its 25th anniversary.
Live April 28, 2026 | Yaron Brook ShowAssassination Attempt; Iran “humiliating” the USA; OPEC; Ukraine| Yaron Brook Show#Iran #FederalReserve #Inflation #Capitalism #Objectivism #MiddleEast #Economics #Politics #FreeMarkets #ForeignPolicyThe Yaron Brook Show is Sponsored by[The Ayn Rand Institute](https://www.aynrand.org/starthere)[Energy Talking Points, featuring AlexAI, by Alex Epstein](https://alexepstein.substack.com/)[Express VPN](https://www.expressvpn.com/yaron)[Hendershott Wealth Management](https://www.youtube.com/watch?v=X4lfC...) &(https://hendershottwealth.com/ybs/)[Michael Williams & The Defenders of Capitalism Project](https://www.DefendersOfCapitalism.com)[Support the Show]( / yaronbrookshow )[Sponsor the Show](askyaron@yaronbrookshow.com/)[One-time donation](https://bit.ly/2RZOyJJ)Join the [Yaron Brook Show YouTube channel]( / @yaronbrook )Like what you hear? Like, share, and subscribe to stay updated on new videos and help promote the [Yaron Brook Show](https://bit.ly/3ztPxTx)Continue the discussion by following Yaron on [Twitter](https://bit.ly/3iMGl6z) and [Facebook](https://bit.ly/3vvWDDC )Want to learn more about Ayn Rand and Objectivism? Visit the [Ayn Rand Institute](https://bit.ly/35qoEC3)Become a supporter of this podcast: https://www.spreaker.com/podcast/yaron-brook-show--3276901/support.Yaron is the executive chairman of the Ayn Rand Institute and a world class speaker. He is the coauthor of the national best-seller Free Market Revolution: How Ayn Rand's Ideas Can End Big Government, Equal is Unfair: America's Misguided Fight Against Income Inequality and In Pursuit of Wealth: The Moral Case for Finance. He speaks around the world on a variety of topics including the morality of capitalism, Ayn Rand and her philosophy, finance and economics, and the value of inequality.
Plus: General Motors beat Wall Street's profit estimate for the first quarter. And Kimberly-Clark reported higher profit and rising sales. Anthony Bansie 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
The United Arab Emirates has announced that it will leave OPEC, effective May 1. CNBC's Brian Sullivan breaks down the role that the UAE has played in the group since joining in the 1960s. In business, a WSJ report reveals that OpenAI missed internal growth targets. The news comes as SpaceX, Anthropic, and OpenAI consider IPOs; three new debuts, each with enormous demand, mean the AI race is now also a race for public capital. This weekend, Formula 1 heads to Miami. Mercedes team principal and CEO Toto Wolff discusses F1's regulation evolution and his team's star driver: the youngest Championship leader ever, Kimi Antonelli. Plus, CNBC's Sharon Epperson discusses the importance of financial transparency in families and the real costs of skipping financial conversations with your kids. Toto Wolff - 17:14 Sharon Epperson - 27:48 In this episode: Brian Sullivan, @SullyCNBC Sharon Epperson, @sharon_epperson Becky Quick, @BeckyQuick Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Cameron Costa, @CameronCostaNY Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Carl Quintanilla, Jim Cramer and David Faber led off the show with the AI Trade: Semiconductor stocks took a hit and pulled the Nasdaq down from a record high, in reaction to a report that said OpenAI recently missed its revenue and user targets. The Elon Musk-Sam Altman trial enters day two, with opening arguments set to begin. The anchors also explored market reaction to earnings from Coca-Cola, General Motors and UPS — plus what their results are indicating about the state of the economy. Also in focus: Oil prices rise as the White House is skeptical about Iran's latest offer, the United Arab Emirates to leave OPEC, the high-flying stocks in pullback mode, Spotify's stock slump, Starbucks earnings preview. 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.
Carl Quintanilla, Sara Eisen, and David Faber kicked off the hour with fresh consumer data and color from a slew of earnings reports before turning to the macroeconomy with Cantor Fitzgerald's Chief Equity & Macro Strategist - and hurtling into the consumer picture with the CEO of Barclays, fresh off earnings there. Plus: extra color from the CEO of Coca-Cola, who exclusively spoke with Sara this morning - and a deep-dive on tech stocks, as a new report around OpenAI hits the group in early trading. Elsewhere this hour: Council on Foreign Relations President Michael Froman - with his take on new headlines the UAE is leaving OPEC in May, and the U.S. & Iran remain far apart on any peace deal. 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.
1. Invocation of the Defense Production Act (DPA) Donald Trump is invoking the Defense Production Act to rapidly boost U.S. oil production. The DPA is an emergency, wartime-style authority historically used for national crises (World War II, COVID-19). Energy production is presented as a national security and economic emergency, not just an energy policy choice. 2. Purpose: Energy Independence and Cost Reduction The stated goal is to increase domestic oil supply quickly and at scale. Expected outcomes include: Lower gas and energy prices Reduced price volatility Increased economic stability for American households Rising fuel prices are illustrated through personal anecdotes to emphasize urgency. 3. Mechanisms Enabled by the DPA The Act is described as allowing the federal government to: Prioritize oil-related contracts Redirect resources (steel, labor, infrastructure) to energy production Bypass or accelerate regulatory and permitting delays Provide financial incentives or guarantees to producers This is putting U.S. energy production on a “wartime footing.” 4. Geopolitical and National Security Framing Increased oil production is framed as a way to: Reduce dependence on foreign producers (OPEC, Russia, Iran) Protect the U.S. from geopolitical energy shocks Strengthen America’s leverage on the global stage Energy dominance is portrayed as synonymous with global influence and negotiating power. 5. Broader Economic Impact Lower fuel costs are linked to: Reduced shipping and transportation costs Lower inflation Cheaper consumer goods (groceries, online purchases) The policy is benefiting not just drivers, but the entire economy. 6. Criticism and Environmental Concerns Critics are acknowledged, particularly those arguing: Environmental harm Market distortion from government intervention These criticisms are dismissed as secondary to national security and economic relief. 7. Political Accusations Against Democrats Democrats oppose lower gas prices for political reasons. High energy costs are being used intentionally to: Create economic pain before elections Push consumers toward electric vehicles 8. Media Critique and Allegations of Bias Journalists The White House Correspondents’ Dinner Dan Rather and over 200 reporters The media is: Coordinated Activist-driven rather than objective Losing public trust Journalism is having evolved into political advocacy rather than neutral reporting. Please Hit Subscribe to this podcast Right Now. Also Please Subscribe to the The Ben Ferguson Show Podcast and Verdict with Ted Cruz Wherever You get You're Podcasts. And don't forget to follow the show on Social Media so you never miss a moment! Thanks for Listening X: https://x.com/benfergusonshowYouTube: https://www.youtube.com/@VerdictwithTedCruzSee omnystudio.com/listener for privacy information.
Clean energy has a dirty secret buried deep in the Congo. The Elements of Power author Nicolas Niarchos is here to pull the supply chain apart link by link.Full show notes and resources can be found here: jordanharbinger.com/1315What We Discuss with Nicolas Niarchos:"Clean" energy isn't clean — the cobalt in your phone or EV may have been hand-dug in dangerous DRC mine pits by workers living under near-slavery conditions, earning barely enough to scrape by.China processes 70–90% of critical battery metals and owns major mines across the DRC and Indonesia, giving it a stranglehold on the global supply chain that dwarfs OPEC's peak leverage over oil.Supply chain audits are largely theater — documents have flagged child labor and dangerous conditions at specific mines, yet production never stopped, and conditions often worsened in the years that followed.Communities surrounding DRC mines face heavy metal contamination, mine collapses, and the world's highest rates of congenital birth defects — a catastrophic human toll that's invisible at the point of sale.You're not powerless: using your devices longer, raising concerns at shareholder meetings, and pushing elected officials to prioritize ethical sourcing are concrete steps that create real, compounding pressure for change.And much more...And if you're still game to support us, please leave a review here — even one sentence helps! Sign up for Six-Minute Networking — our free networking and relationship development mini course — at jordanharbinger.com/course!Subscribe to our once-a-week Wee Bit Wiser newsletter today and start filling your Wednesdays with wisdom!Do you even Reddit, bro? Join us at r/JordanHarbinger!This Episode Is Brought To You By Our Fine Sponsors: BetterHelp: 10% off first month: betterhelp.com/jordanButcherBox: Free protein for a year + $20 off first box: butcherbox.com/jordanDeleteMe: 20% off: joindeleteme.com/jordan, code JORDANBooking.com: Book your getaway now with booking.comSimpliSafe: 50% off + 1st month free: simplisafe.com/jordanSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.