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In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interview Peter McNally, Global Head of Sector Analysts and Global Sector Lead at Third Bridge. They discussed the outlook for US and global oil production and demand, the outlook for natural gas, Saudi Arabia, OPEC, and geopolitical risks. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.
Dynasty Equity co-led a Series A round for Tiger Woods' TMRW; Dynasty co-founder K. Don Cornwell on what's next for the venture and the boom in sports investing. Third Bridge's Peter McNally reacts to FedEx's strong quarter. Skylar Capital's Bill Perkins gives top energy plays. Epyllion CEO Matt Ball on crypto and adding ether to his ETF.
The Signal: A Third Bridge Podcast for Investment Professionals
In this webinar recording Third Bridge's Co-founder Joshua Maxey, industrials and energy analyst Peter McNally, and Mergermarket's Senior PE specialist, Harriet Matthews discuss the trends reshaping the PE industry and the lure of infrastructure investing.
In this episode, Peter McNally, a Senior Consultant at the User Experience Center at Bentley University, joins host María Roa. Peter shares information on his background and how he got into the field of UX design. He started out studying graphic design in college but quickly realized that he was more interested in the user experience aspect of design. Peter was always fascinated by how people interacted with technology and how design could be used to improve those interactions.
The Stuph File Program Featuring Vic Ferrari, author of NYPD: Law & Disorder; Palace Watcher, Professor Peter McNally; & science writer Andrew Fazekas, author of National Geographic Backyard Guide to the Night Sky and National Geographic's Stargazer Atlas: The Ultimate Guide To The Night Sky Download Vic Ferrari is a retired NYPD detective, who has written a number of humorous books about the job, including NYPD: Law & Disorder. How did this writing gig start for him? Peter McNally, Professor Emeritus at the School of Information Studies, Director of the History of McGill Project and a ‘self-proclaimed palace watcher', discusses the current turmoil within the Monarchy and the alleged battle between Prince William & Prince Harry. Science writer, Andrew Fazekas, The Night Sky Guy, author of National Geographic Backyard Guide to the Night Sky and National Geographic's Stargazer Atlas: The Ultimate Guide To The Night Sky, talks about the use of Artificial Intelligence in space exploration; the recent arrival of Asteroid 2023 BU and more.(Patreon Stuph File Program fans, there is a Patreon Reward Extra where Andrew talks about NASA's work on a nuclear rocket; a SpaceX test firing; a private company's moon lander and more). Now you can listen to selected items from The Stuph File Program on the new audio service, Audea. A great way to keep up with many of the interviews from the show and take a trip down memory lane to when this show began back in 2009, with over 700 selections to choose from! This week's guest slate is presented by Lori Knight, a Stuph File Program listener in Northern California. She's also a licensed animal technician. She loves to bake and can preserves, and has a soft spot for hairless cats.
The Signal: A Third Bridge Podcast for Investment Professionals
In this episode, Ernest Arvai, President of The Arvai Group, and Peter McNally, Third Bridge's Global Sector Lead for IME, discuss the aviation industry's response to pilot and mechanic shortages, disrupted business travel, electrification, and M&A activity.
MICHAEL KEMPA, an associate professor of criminology at the University of Ottawa Security around Quebec's provincial party leaders seems to be high in the early days of the election campaign, with one leader saying he's been given bulletproof vests to keep him safe. Do we have enough security to keep them safe? When did this start becoming an issue? PETER MCNALLY, Professor Emeritus (Retired) at the School of Information Studies and Director of the History of McGill Project. Having dedicated his academic career to the history of McGill University, he also considers himself a ‘self-proclaimed palace watcher' SYLVIE DE BELLEFEUILLE, lawyer and budget advisor at Option consummators New regulations on refunds for air passengers are coming into force this week. Starting Sept. 8, airlines will have to refund passengers for cancellations and lengthy delays if they can't be rebooked on another available flight within 48 hours, even when those cancellations or delays are not the fault of the airlines themselves. Advocates say this doesn't go far enough… JOHNATHAN NIGHTINGALE, is the co-founder of Raw Signal Group, which provides management and leadership training You've almost certainly heard the term Quiet quitting by now -that's where you don't actually quit your job but you do the bare minimum required of you. Well now there's a new term making the rounds -quiet firing. What is that? And could it happen to you? We can now add Quiet Firing to the list of new things going on in the workplace. So, what is it? How do you know it could be happening to you?
PETER MCNALLY, Professor Emeritus at the School of Information Studies and Director of the History of McGill Project.
Sean O'Hara, President of Pacer ETFs, discusses the award-winning COWZ ETF and ETF investing amid inflation and rising interest rates. Peter McNally, Global Lead - Industrials, Materials, and Energy at Third Bridge, talks about airlines, travel, oil, and Delta earnings. Matt Winkler, Editor-in-Chief Emeritus with Bloomberg News, discusses his latest column on CPI data and evidence of decelerating inflation. Vinh Vuong, Chairman and CEO at Garrison Fathom, talks about crypto regulation, blockchain technology, and the outlook for Bitcoin and crypto. Hugh Johnson, Chairman and Chief Economist of Hugh Johnson Economics, talks about the economy and markets in 2022. Hosted by Matt Miller and Kriti Gupta. See omnystudio.com/listener for privacy information.
The Signal: A Third Bridge Podcast for Investment Professionals
Peter McNally, Third Bridge's Global Sector Lead for IME, and Neil Atkinson, an independent oil expert, shine a light on the unprecedented challenges facing the global energy sector, the evolving energy mix, and some of the most innovative solutions on the horizon.
Madhavi Bokil of our Credit Strategy and Research group joins host Aaron Johnson to lay out our inflation and interest rate forecasts. And then, Peter McNally, Frank Cerveny and Marie Lam of our Structured Finance group discuss the impact of inflation and rising interest rates on structured finance transactions around globeUS: Collateral, structures determine extent to which rising rates will weaken transactionsAsia: Interest rate shifts will produce uneven credit outcomesEurope: Vulnerability to inflation varies across portfolios, overall impact limited
Bradford Evans, Portfolio Manager at Heartland, discusses the markets, investments, and the economy in 2022. Leonid Bershidsky, columnist for Bloomberg Opinion, discusses his piece on Russian disinformation and whether ordinary Russians understand what's happening in Ukraine. Peter McNally, Global Lead - Industrials, Materials, and Energy at Third Bridge, talks about airlines, travel, and Delta earnings. Ellis Phifer, Managing Director – Fixed Income Capital Markets at Raymond James, discusses markets and gives his economic outlook for 2022. Hosted by Paul Sweeney and Matt Miller. See omnystudio.com/listener for privacy information.
Dr. Laolu Fayanju, Medical Director at Oak Street Health, shares his insights on the current state of Covid in the U.S. Peter McNally, Global Sector Lead for Industrials at Third Bridge Group, breaks down Frontier buying Spirit Airlines for $2.9 billion. Bloomberg Businessweek Editor Joel Weber and Bloomberg Opinion Deals and Industrials Columnist Brooke Sutherland explain that tougher antitrust scrutiny doesn't mean all M&A deals are off. Bloomberg Intelligence Technology Analyst Amine Bensaid discusses Peloton attracting takeover interest. And we recap the markets with Alan Zafran, Co-CEO at IEQ Capital. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Dr. Laolu Fayanju, Medical Director at Oak Street Health, shares his insights on the current state of Covid in the U.S. Peter McNally, Global Sector Lead for Industrials at Third Bridge Group, breaks down Frontier buying Spirit Airlines for $2.9 billion. Bloomberg Businessweek Editor Joel Weber and Bloomberg Opinion Deals and Industrials Columnist Brooke Sutherland explain that tougher antitrust scrutiny doesn't mean all M&A deals are off. Bloomberg Intelligence Technology Analyst Amine Bensaid discusses Peloton attracting takeover interest. And we recap the markets with Alan Zafran, Co-CEO at IEQ Capital. Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan. See omnystudio.com/listener for privacy information.
Mark Gibson, U.S. Technology, Media and Telecommunications Leader at KPMG, discusses top technologies from the viewpoint of industry leaders. Peter McNally, Vice President at Third Bridge, discusses airline travel amid the spread of the Omicron variant. Mike Parra, CEO of DHL Express, Americas, discusses how DHL is handling supply chain bottlenecks during the holidays. Ann Fandozzi, CEO of Ritchie Brothers Auctioneers, talks about supply chain disruptions and gives her outlook for her company. Hosted by Paul Sweeney and Sonali Basak. See omnystudio.com/listener for privacy information.
OPEC and the oil cartel's allies will hold a key output meeting on Thursday facing new challenges as the Omicron coronavirus variant has roiled markets and other US-led nations decided to tap their strategic reserves. Peter McNally, an analyst at the Third Bridge think tank says the meeting is shaping up to be one of the most significant since the pandemic demand recovery began, and the key signal will be how much more oil will be added to supply to start the new year. Carsten Fritsch of Commerzbank says there is much to suggest that OPEC+ will not initially step up its oil production any further” in an effort to maintain current prices at around $70 a barrel.
OPEC and the oil cartel's allies will hold a key output meeting on Thursday facing new challenges as the Omicron coronavirus variant has roiled markets and other US-led nations decided to tap their strategic reserves. Peter McNally, an analyst at the Third Bridge think tank says the meeting is shaping up to be one of the most significant since the pandemic demand recovery began, and the key signal will be how much more oil will be added to supply to start the new year. Carsten Fritsch of Commerzbank says there is much to suggest that OPEC+ will not initially step up its oil production any further” in an effort to maintain current prices at around $70 a barrel.
OPEC and the oil cartel's allies will hold a key output meeting on Thursday facing new challenges as the Omicron coronavirus variant has roiled markets and other US-led nations decided to tap their strategic reserves. Peter McNally, an analyst at the Third Bridge think tank says the meeting is shaping up to be one of the most significant since the pandemic demand recovery began, and the key signal will be how much more oil will be added to supply to start the new year. Carsten Fritsch of Commerzbank says there is much to suggest that OPEC+ will not initially step up its oil production any further” in an effort to maintain current prices at around $70 a barrel.
Mining veteran Peter McNally couldn't believe his eyes when his company unearthed an extremely rare 'double diamond' in the Kimberley's famous Ellendale province. "My guess is we're going to see more people being injured and working longer hours because they don't have the labour." Safety expert Professor Franklin offers a word of warning for those in agriculture.
Peter McNally works with senior executives and their organizations in the areas of business strategy and organization development in Global Executive Group. With over 30 years of global marketing, sales, and general management experience, Peter McNally has a track record of delivering breakthrough results and helping businesses and teams get unstuck. During Peter's 14-year tenure […] The post Peter McNally With Global Executive Group appeared first on Business RadioX ®.
Peter McNally works with senior executives and their organizations in the areas of business strategy and organization development in Global Executive Group. With over 30 years of global marketing, sales, and general management experience, Peter McNally has a track record of delivering breakthrough results and helping businesses and teams get unstuck. During Peter's 14-year tenure [...]
Peter McNally works with senior executives and their organizations in the areas of business strategy and organization development in Global Executive Group. With over 30 years of global marketing, sales, and general management experience, Peter McNally has a track record of delivering breakthrough results and helping businesses and teams get unstuck. During Peter's 14-year tenure […]
Peter McNally works with senior executives and their organizations in the areas of business strategy and organization development in Global Executive Group. With over 30 years of global marketing, sales, and general management experience, Peter McNally has a track record of delivering breakthrough results and helping businesses and teams get unstuck. During Peter's 14-year tenure […] The post Peter McNally With Global Executive Group appeared first on Business RadioX ®.
In this month's episode, Peter McNally of our New York Structured Finance research team joins hosts Aaron Johnson and Tanguy Hespel to break down the extent to which asset classes globally face ESG-related risks. And then, Lana Deharveng, from our New York Structured Credit team, will talk about how CLOs are increasingly adopting ESG-focused investment criteria.
This week’s Alpha Trader podcast features hosts Aaron Task and Stephen Alpher talking with Peter McNally, Global Sector Lead, Industrials, Materials & Energy at Third Bridge. Speaking a few hours after the OPEC decision to gradually boost production in coming months, McNally notes oil (CL1:COM) inventories have been falling since early last fall, thus making the OPEC move a logical one. Even with the boosted production, McNally expects inventories to continue to fall through Q2. As for prices, McNally says since supply is being so well-managed, it’s all about demand. If global economies continue to reopen, crude could be headed to $70, but if the renewed lockdowns currently taking place in parts of Europe become a trend, oil might retreat back to $50. But what about the potential of more U.S. supply coming online? It’s not as easy as flipping a switch, reminds McNally. He expects it would take three months of oil in the $60s, and then another six months after that to restart much of the domestic drilling that was lost over the past year. There’s plenty more, including why gasoline prices might rise even if oil prices flatten out, whether Deere (DE) is now a space-exploration company, and an early take on possible winners/losers from the president’s multi-trillion dollar stimulus proposal. Listen to or subscribe to Alpha Trader on these podcast platforms: Apple Podcasts Spotify Google Play Stitcher Learn more about your ad choices. Visit megaphone.fm/adchoices