Podcasts about wti

Today we were pleased to be joined by Steve Hilton, Republican candidate for Governor of California, for a wide-ranging discussion on California's economic competitiveness, energy policy, affordability challenges, and the future of opportunity in the state. In our conversation, Steve shared his perspective on the policies and reforms he believes are necessary to address California's rising cost of living, high energy prices, housing affordability concerns, and broader economic challenges. He discussed his campaign proposals to reduce gasoline and electricity costs, reform the state's tax structure, streamline government, and expand housing affordability. Steve outlined his views on California's climate, energy, and regulatory policies, arguing for a more pragmatic approach focused on affordability, domestic energy production, economic growth, and reducing bureaucratic complexity. Throughout the discussion, Steve emphasized that California's long-standing strengths, including its innovation ecosystem, entrepreneurial culture, natural resources, and deep talent base, position the state for renewed growth and competitiveness. We explore the role energy policy plays in economic development, affordability, and business investment, along with the broader challenges facing one of the nation's most influential economies. We appreciate Steve for sharing his time and look forward to staying in touch as the campaign continues. Mike Bradley opened by noting that a peace agreement to end the 15-week war with Iran appears within reach, with a Memorandum of Understanding (MOU) expected to be signed Friday that could lead to a full reopening of the Strait of Hormuz. While an MOU would represent an important milestone, the greater challenge will be ensuring both sides uphold their commitments. In oil markets, the prospect of a deal drove WTI down ~$8/bbl to ~$77/bbl, its lowest closing level since the first week of the conflict. Focus is now shifting to the post-war landscape, with oil strategists closely watching how quickly tanker traffic normalizes through the Strait of Hormuz and the pace at which OPEC restores supply. While traders appear increasingly bearish in the near term, Mike emphasized a more constructive intermediate-term outlook. From an energy equity standpoint, the sharp decline in oil prices has weighed on the sector, with energy equities pulling back ~4% this week, making it the worst-performing sector in the S&P 500. The energy sector has effectively round-tripped since the start of the war (down ~2%). Despite this, the forward oil curve remains supportive, with the 12-month WTI strip at ~$73/bbl (~$10/bbl higher than pre-war levels), underscoring a more constructive medium-term outlook. Energy's weighting in the S&P 500 has declined from ~3.5% (pre-war) to ~3.0%, even though recent events have reinforced the critical role of energy.  From a U.S. bond market standpoint, the 10-year bond yield (~4.45%) has drifted modestly lower this week. Consensus expects the Fed to leave interest rates unchanged at Wednesday's FOMC meeting, with attention focused on forward interest rate guidance and Chairman Warsh's tone and policy path going forward. From a broader equity market standpoint, the S&P 500 has gained ~1.0% this week, bringing it to within 1% of its all-time high. Several market leaders (Big Tech & Semis) pulled back on Tuesday and could signal an early crack in market leadership. He concluded by highlighting investor enthusiasm surrounding the recent SpaceX IPO (+20% on Day 1 and +45% since its debut), noting that the company is now the fifth-largest publicly traded company globally.

David Bahnsen recaps Tuesday, June 16 market action with the Dow up 329 points (+0.64%) while the S&P fell over 0.5% and the Nasdaq dropped 1.15% as big tech/AI names sold off. Oil fell another 4.5% with WTI around $77, and the 10-year yield declined three basis points to 4.437%. Financials rallied about 1.5% (helping the Dow), with strength also in some healthcare names, while energy mostly continued lower. Bahnsen argues Monday's rally was less about Iran/Strait of Hormuz headlines and more a return to AI-tech momentum, which reversed Tuesday, framing the key market tension as AI momentum and valuations versus more fundamental sectors like REITs, healthcare, industrials, and staples. He also defines “first-year maximum drawdown” as the largest peak-to-trough decline in a stock's first year post-IPO. 00:00 Market Recap Overview 00:38 Sector Rotation Snapshot 01:31 Bonds and Tech Divergence 02:11 Debunking the Iran Rally 03:04 AI Momentum vs Fundamentals 04:07 What Drawdown Means 05:02 Wrap Up and Contact Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Bitcoin just RIPPED to $66k as Trump confirmed the U.S.-Iran peace deal will be signed Friday in Switzerland — ending the 15-week war that's been crushing risk assets all month. WTI oil collapsed 5%, the Strait of Hormuz reopens within 30 days, Nasdaq futures ripped +1.5%, and Glassnode flagged $68K-$80K as the next bullish marker. Add SpaceX's record-breaking IPO closing +19% at a $1.77 trillion valuation, Tether briefly flipping Ethereum for the first time in 8 years, and Mike McGlone forecasting USDT could eventually top Bitcoin — and today's setup is the cleanest bullish inflection we've seen since October. We break down whether the Iran peace deal marks the cycle bottom and which catalysts could keep this rally running through the G7 summit. Learn more about your ad choices. Visit megaphone.fm/adchoices

US futures are trading higher, while European markets opened with strong gains. The US dollar has weakened noticeably, with most Asian currencies strengthening except the yen. Treasury yields are up at the short end but down at the long end, and sovereign yields in Asia have declined. Crude oil prices are lower, although Brent and WTI have recovered somewhat from their lows. Precious metals are showing solid strength, base metals remain supported, and cryptocurrencies are trading higher as well. The US and Iran have confirmed that a deal to end their conflict has been reached, with a signing ceremony scheduled for 19-Jun in Switzerland. The Strait of Hormuz will reopen once the agreement is signed, although President Trump noted that time will be needed to clear mines. Trump also stated that shipping will resume without tolls and that the US will immediately end its naval blockade. However, it remains unclear how the reopening of the Strait will align with Iran's ongoing assertion of sovereignty and its claimed right to collect fees. Companies Mentioned: Woodside Energy Group, Exxon Mobil, Uniper, ByteDance, Shanghai Iluvatar CoreX Semiconductor

15/6 Trump: l'accordo con l'Iran è concluso. Teheran conferma, venerdì la firma a Ginevra. Mercati: risk-on e relief rally. Piomba il petrolio: Brent -5%, WTI a 80$. Cosa succede adesso? Settimana di banche centrali, la prima di Warsh alla Fed. Attesi tassi fermi e rimozione “easing bias”. Mercato: le chance di un rialzo scendono a dicembre da 80 a 60%. Dollaro minimi da dieci giorni, giù anche rendimenti Treasury. Corrono oro, argento e Bitcoin che sfiora 66mila dollari. SpaceX +4% pre-market. Adesso si apre il vero test: tutto quello che dovete sapere. Anthropic disattiva Mythos e Fable 5, in settimana incontro alla Casa Bianca. Le preoccupazioni del Ceo di Amazon Andy Jassy. G7 a Evian, prove di accordi. Trump La Francia deve eliminare tech max o dazi al 100% su vino. E4 verso rimozione sanzioni Iran.  *** Questo episodio è offerto da Scalable Capital  Investire comporta rischi. Interesse p.a. lordo variabile su liquidità illimitata. Condizioni e distribuzione della liquidità su scalable.capital/conto-deposito-non-vincolato*** Euforia in Asia: Nikkei e Kopsi salgono oltre il 5%. Softbank +12%. La settimana della BOJ: rialzo di 25pb a 1% max da trent'anni. Zhipu vola con la promozione di JPM. Risk-on anche in Europa. Post Bce, rialzo a luglio o settembre? UK tra BOE (tassi fermi) e elezione di Burnham. Deutsche Boerse sotto egida nazionale. Btp Italia sì oggi al via. Focus su risiko bancario: domani cda Banco BPM, il 22 risponde Lovaglio. Ferrari con prima vittoria Hamilton,Telecom Italia e Ferretti.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Matt and Doug discuss SpaceX's IPO jumping from 135 to about 171 a share and compare the frenzy to the dotcom era, noting its importance for broader market sentiment and Elon Musk's reported trillionaire status. They mention reading Peter Thiel's Zero to One, then pivot to extreme bearish sentiment in gold miners (a bullish index falling from 100 in January to 0 on June 10) and argue this may be a buying opportunity, alongside unloved oil despite ongoing Strait of Hormuz disruptions and prices around $80 WTI/$84 Brent. They cover rising inflation (CPI 4.2%), skepticism about official numbers, and expectations for new Fed chair Kevin Warsh. Subscriber questions include Costa Rica as a destination, tokenized gold's practicality and redeemability, whether to short markets, Ebola risk to Ivanhoe Mines, China's reduced oil imports, distrust of Howard Lutnick/Trump-linked trading dynamics, and whether humanoid robotics could extend the AI bull run.   00:00 SpaceX IPO Buzz 01:46 Thiel Book Talk 04:29 Trillion Dollar Math 06:24 Gold Miners Capitulation 09:26 Inflation Fed Outlook 12:47 Paper Fantasy Economy 16:07 Costa Rica Expat Reality 18:38 Central America Picks 20:17 Tokenized Gold Idea 21:07 Tokenized Gold Doubts 21:39 Swiss Gold Token Update 23:43 Shorting Market Timing 25:33 Ivanhoe Ebola Risk 28:36 Oil Prices and China 34:56 Stablecoins and Power Players 37:51 Epstein Files Speculation 39:04 Robots and AI Bubble 41:18 Trump Tweets and Markets 44:13 Weekend Sign Off

Don't you dare skip this episode because it's packed with spiders. It's too damn wild to miss.— Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

The futures markets are reacting violently to changing geopolitical headlines, but are financial assets completely detached from physical reality? In this episode of The Futures Rundown, host Mark Longo welcomes back Brian Pieri, founder of Energy Rogue, to break down why the global commodity complex always finds its way back to energy. Mark and Brian take a deep dive into the massive physical vs. financial mispricing in the crude markets, the tightening Brent to WTI spread, and the global domino effect triggering massive supply-demand shocks. From the agricultural impacts of high diesel prices to the explosive moves in RBOB, heating oil, and soybean oil—discover how energy is fundamentally reshaping correlations across the entire market, including tech equities and crypto. In this episode, we cover: The Physical vs. Financial Disconnect: Why physical barrels are clearing much higher than screen prices. Trading the Spreads: Why the Brent/WTI and RBOB/Heating Oil spreads offer compelling opportunities right now. The Diesel Crunch: How global shortages of sour crude are inflating everything from Amazon deliveries to livestock and wheat. Equities & Crypto on a Cliff: A look at the top 10 volume movers and whether tech values are artificially inflated. The Long-Term Commodity Outlook: Why metals (silver, palladium) and certain agricultural products are positioning for sustained growth.

What a day on the EnergyNews Beat News Desk, we have 10 big stories for you, and as we were filming this, President Trump calls off the plans - wow, changed everything. David Blackmon's Energy Additions Stops by the Energy News Beat Stand Up as we used one of his stories on blackmon.substack.com.Make no mistakes, this war will end in one of two ways. World War III, or the Venezuelan-style controls on Iran, as they have shown themselves to be an untrustworthy neighbor and have murdered tens of thousands of their own citizens.As David and I were signing on to film the podcast, President Trump called off the strikes to take Kharg Island, and I am hoping this is to reposition assets and give some surprise to their capture. The oil markets dropped to $87. 94 for WTI, and this brings up the Paper trading versus the Physical delivery price of $140.1. Iran Geopolitical Crisis & Military StrategyThe hosts extensively discuss U.S.-Iran tensions, focusing on President Trump's shifting positions on military strikes and seizing Cargo Island. They analyze three phases of military action: (1) stabilizing oil prices by moving ships through the Strait of Hormuz, (2) degrading Iran's military capabilities, and (3) direct action inside Iran. A key point is that without “Venezuelan-style controls” on Iran's oil exports, hostile actors could profit significantly.2. Oil Markets & Strategic Petroleum Reserve (SPR)The podcast explores why physical oil prices exceed $140 while futures trade below $100. Key factors include China's reduced crude imports (4 million barrels/day reduction), alternative export routes bypassing the Strait of Hormuz (7-10 million barrels/day), and tanker truck alternatives. Critically, they warn that the U.S. SPR is dangerously low—only 6.1 weeks away from the safe operational level of 300 million barrels.3. Global Energy Infrastructure & Pipeline DevelopmentMultiple countries are building alternatives to the Strait of Hormuz to reduce Iran's leverage. Kuwait is negotiating pipelines with Saudi Arabia and UAE. Japan signed a major LNG deal. This reflects a broader theme: the world is reducing dependence on chokepoints Iran controls.4. U.S. Energy Policy & Data CentersGovernor Abbott's directive requires data centers in Texas to fund their own electrical infrastructure, protecting the grid. Texas is becoming the data center capital (second only to Virginia), with massive natural gas reserves in the Permian Basin to support expansion.5. Natural Gas Pipeline ExpansionKendra Morgan's Gulf Express pipeline expansion will come online soon, preventing flaring and enabling 4.5 BCF of new Permian outbound capacity by 2026—a significant development for energy markets.6. Banking & Investment in Fossil FuelsThe world's 65 largest banks invested $906 billion in fossil fuels in 2025, with the Iran conflict expected to escalate exploration, production, and energy security spending. The ordering of 250 supertankers signals long-term confidence in oil demand.7. Political Concerns & Congressional DysfunctionWe express frustration with President Trump's inconsistent messaging on Iran policy and criticize Congress for its lack of support, calling for primary challenges against most incumbents.All of these stories are on the Energy News Beat website - the World's Best Podcast Show Notes. 1.Trump: US Will 'Assume Total Control' Of Iran's Oil Infrastructure2.President Trump Announces Plans to Strike Iran Again and Take Control of Kharg Island, Echoing Venezuelan-Style Oil Controls3.Why Oil Is Still Below $100 a Barrel When Physical Oil Is Over $1404.The Tale of Two SPRs and Different Uses: US and China Navigate the Iran War Supply Shock5.Full Story on the Downed Apache – Part of Getting 22 Tankers through the Gulf6.Kuwait Oil Chief Seeks Pipeline Alternatives to Skirt Hormuz7.Japan Inks Major LNG Deal as Energy Markets Focus Away from Hormuz8.Texas Gov. Abbott Directs PUC and ERCOT to Shield Texans from Data Center and Infrastructure Costs9.Kinder Morgan's Gulf Coast Express Expansion About to Come On Line – And It Will Impact More Than Natural Gas Prices10.World's 65 Biggest Banks Pumped $906 Billion Into Fossil Fuels in 2025. The Iran War will escalate exploration and production, pipelines, and energy security spending and financing.Check out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

 L'indice des prix à la consommation dépasse désormais les 4 %, un plus haut depuis avril 2023. Un niveau élevé, certes, mais en ligne avec les anticipations des économistes.Sans véritable mauvaise surprise, la Réserve fédérale, qui se réunit la semaine prochaine, ne devrait pas relever ses taux dès ce mois de juin.De quoi rassurer les investisseurs, au moins temporairement. Mais ce répit n'a pas suffi à soutenir les marchés financiers.En toile de fond, les tensions géopolitiques qui repartent à la hausse en Iran, et qui entrainent dans leur sillage une remontée des prix du pétrole.Sans oublier les valorisations jugées élevées dans le secteur technologique.Dans cet environnement contrasté et dans l'attente de la décision de la Banque Centrale Européenne prévue aujourd'hui, les marchés ont évolué dans le rouge.Peu avant la clôture européenne, l'Eurostoxx 50 et le CAC 40 cédait environ 0.20%.Même tendance aux Etats-Unis ou le S&P 500 et le Nasdaq lâchaient respectivement 0.21% et 0.68%.Le pétrole lui, progressait au-delà des 90 dollars pour le WTI et évoluait proche des 93 dollars pour le Brent.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

WS in rally, WTI sotto 87 dollari; Iran, Trump: accordo a giorni; Prezzi alla produzione al top del novembre 2022; SpaceX: prezzo di collocamento confermato a 135 dollari; Trump affida l'intelligence all'ex sceriffo di Wall Street Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we were delighted to host Karl Hersvik, CEO of Aker BP, in our offices in Houston. Karl has served as CEO since 2014 and has overseen a period of significant growth and transformation at Aker BP. We were thrilled to hear Karl's insights on operational excellence, artificial intelligence, data architecture, and the future of oil and gas. As you'll hear, Aker BP has built a differentiated operating model centered on productivity, long-term alliance partnerships, and technology deployment. In our conversation, Karl shares how Aker BP has achieved industry-leading operational performance through a relentless focus on continuous improvement, standardized workflows, and deep collaboration with key service providers. He explains why the company believes data should be treated as a strategic asset and how years of investment in data infrastructure have positioned Aker BP to become what he calls the industry's first "AI-native" oil and gas company. We discuss how AI and agentic workflows are already accelerating engineering, operations, and exploration workflows across the company, enabling faster decision-making, improved productivity, and more efficient capital deployment. Karl introduces the concept of “vibe engineering,” the idea that engineering expertise can be codified into AI agents that perform work in parallel, allowing humans to focus more on training, oversight, and optimization. He argues that this shift has the potential to dramatically compress development timelines and fundamentally reshape how oil and gas projects are executed. Karl provides a fascinating perspective on the future of the energy industry, arguing that AI will create a new generation of winners and losers, while increasing the importance of focus, culture, and organizational adaptability. He also shares his views on energy security, the evolving role of Norwegian oil and gas in Europe, and why resilience, not prediction, will be the defining competitive advantage in an increasingly volatile world. We greatly enjoyed the conversation. Mike Bradley started the show by noting that the Iran war has entered its fifteenth week, with markets still largely trading around developments tied to the conflict. He emphasized that this week will be different, as both institutional and retail equity investors shift their attention to the upcoming SpaceX IPO—pricing Thursday. On the oil front, WTI is currently trading at ~$89/bbl, down ~$2 from last week's close. He credited the Trump Administration with effectively maintaining a market narrative that a broader Iran resolution is imminent, which has helped keep WTI range-bound between $85 and $105/bbl. However, he cautioned that this narrative may begin to lose traction as markets head into the peak summer demand season. He also noted a gradual shift in oil strategist discussions toward the post-war landscape, particularly around how quickly shut-in production could return to pre-conflict levels. Turning to equities, he pointed out that the S&P 500 is modestly higher this week following a ~1.5% pullback last week, which ended a nine-week winning streak. He noted early signs of strain in the AI trade, as several semiconductor stocks experienced sharp corrections, prompting a rotation into more defensive sectors. He ended by highlighting that Equinor ASA will host its Capital Markets Day next week, marking the 25th anniversary of its listing on both the Oslo and New York Stock Exchanges. Arjun Murti expanded on the Strait of Hormuz discussion by emphasizing that while no one knows exactly how the situation will unfold, current market stability is being supported by inventory draws, SPR releases, and lower Chinese imports, none of which are sustainable indefinitely. He cautioned that a prolonged disruption would ultimately risk a global recession by forcing significant demand destruction, reinforcing the need for a peaceful resolution and a rapid return of shut-in production. More broadly, he reiterated his "Geopolitical Super Vol" thesis, arguing that companies should stop planning around a single oil price outlook and instead prepare for a wide range of outcomes, from deep downturns to periods of $100+ oil. In his view, the winners will be businesses that can remain profitable through volatility, strengthen their balance sheets during periods of strong cash flow, and capitalize on opportunities when competitors are reluctant to invest. 

Daily Snippet vom 10.06.2026 Brent steht laut Blog bei 92 Dollar, WTI bei 89 Dollar. Das ist kein beliebiges Preisniveau, weil Öl direkt in die Inflationserwartungen hineinspielt. Wenn diese steigen, kann die Fed Zinssenkungen streichen und wieder härter auftreten. Warum das vor allem Wachstumsaktien trifft, liest du im heutigen Blog: https://www.julianhosp.com/de/blog/daily-snippet-10-06-2026 —— ♦️ DEEP DIVE, PORTOFOLIO, STRATEGIEN Inner Circle: https://products.i-unlimited.de/inner-circle

Les investisseurs s'accrochent à l'idée d'un accord au Moyen-Orient, après la fin des hostilités entre l'Iran et Israël.Après la journée dans le vert, l'indice Eurostoxx50 a tout de même clôturé en légère baisse de 0.21%.L'indice Parisien CAC40 a quant à lui fini sur une très timide hausse de 0.05%.Le baril de pétrole a tout de même logiquement baissé avec cet espoir d'accalmie, le brent s'échangeait à la clôture européenne à 91 dollars, et le baril de WTI à 87 dollars.Du coté des valeurs, la Keynote d'Apple ne semble pas avoir convaincue les investisseurs :À l'occasion de sa conférence annuelle, la marque à la pomme a dévoilé une version enrichie de son assistant personnel Siri.Il va désormais intégrer davantage de fonctionnalités d'intelligence artificielle générative, développées en collaboration avec Google.A la clôture européenne, le titre Apple baissé de 3.40%.Les investisseurs seront attentifs aujourd'hui à la très attendue publication des données sur l'inflation américaine.C'est un indicateur clef pour juger de la propagation du choc énergétique.Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

US equities fell sharply on Friday, with the S&P 500 index breaking its streak of nine consecutive weekly gains. The Nasdaq experienced its worst week since Apr-24. Bonds fell. The US 10-year treasury yield increased by 2 bps to 4.5% after backing up sharply on Friday amid very strong US employment data. The US dollar remained steady against the Japanese yen but softened against the euro, British pound sterling, and Australian dollar. Oil prices rose, with WTI climbing more than 4% above $94/bbl. Gold prices declined. Industrial metals also fell. Bitcoin remained near its ytd low.Companied Mentioned: Incyte, Tate & Lyle, Spotify Technology

The AI Build-Out Is Real — And It’s Reshaping How We Invest for Retirement THE TOM DUPREE SHOW  |  PODCAST SHOW NOTES The AI Build-Out Is Real — And It's Reshaping How We Invest for Retirement The Tom Dupree Show  |  Dupree Financial Group  |  dupreefinancial.com  |  859-233-0400  |  Air Date: June 6, 2026 Episode Description Something significant is happening in the markets, and it goes well beyond the daily headlines. On this episode of The Tom Dupree Show, host Tom Dupree sits down with in-house analysts James Dupree and Michael Dawahare to examine the accelerating AI infrastructure build-out — and what it actually means for investors who are at or approaching retirement. The conversation covers the bottleneck stocks driving extraordinary gains in data centers and memory chips, Canada's surprise $1 trillion infrastructure pivot, and why software companies like Snowflake and ServiceNow are proving that AI complements rather than kills their business models. The team also addresses the ongoing Iran conflict, what oil futures markets are signaling, and why the sequence of returns — not average returns — is the number that retirement investors should be watching most closely. “Markets don't drift up — conviction is what moves them higher. Right now, the conviction is building around AI infrastructure, and the fundamentals are finally starting to catch up with the story.” Topics Covered AI infrastructure bull case — why the fundamentals are finally catching up with the story Micron, data centers, and the bottleneck theme — the stocks supplying scarce components for the AI build-out Jensen Huang's public endorsement of Marvell Technology — what a declaration like that signals to institutional investors Agentic AI explained — what it means for your phone, your business, and your portfolio Canada's $1 trillion infrastructure pivot — global validation of the AI build-out thesis from an unlikely source Software stocks proving their staying power — how ServiceNow and Snowflake are showing AI and software can coexist How AI is already driving revenue gains — consumer companies reporting explosive results from targeted AI marketing The Iran conflict and oil futures — what prediction markets and WTI pricing are signaling about resolution Sequence-of-returns risk in retirement — why when your portfolio loses matters more than how much it earns on average Dupree Financial Group's in-house research approach — knowing what you own and why, not just riding an index Key Takeaways The AI build-out thesis is getting real-world validation.  PMI data hit a four-year high this week, suggesting genuine economic activity is accelerating alongside AI infrastructure investment — not just market narrative. Bottleneck stocks carry both opportunity and serious risk.  Companies supplying scarce components for data centers have posted extraordinary gains, but volatility cuts both ways. Position sizing and portfolio context matter. Software isn't dead — it's adapting.  Snowflake and ServiceNow are reporting earnings that prove their platforms work alongside AI tools, not against them. Productivity gains, not replacement, is the emerging story. Global capital is aligning behind AI infrastructure.  Canada's sharp $1 trillion policy reversal covering energy, data centers, and defense adds significant international weight to the same thesis driving U.S. markets. How AI gets monetized is still being figured out.  Business-to-business subscriptions and API-based usage models are the most likely path forward, but valuations remain stretched until earnings consistently catch up. Sequence-of-returns risk is retirement's hidden danger.  A portfolio drop in year one of withdrawals — even if markets recover later — can permanently reduce the income your portfolio generates. Dividend-focused portfolios are built to absorb that risk. In-house research is how you truly know what you own.  Dupree Financial Group's analysts study these sectors every day so clients hold positions they understand — not just exposure to the broadest index available. The Iran situation is complex, but markets are pricing in a resolution.  Oil futures for July through September are trading in the $70–$80 range, suggesting the futures market expects the conflict to ease — though the IRGC's fractured structure makes certainty impossible. About The Tom Dupree Show The Tom Dupree Show is hosted by Tom Dupree, founder of Dupree Financial Group and a 47-year veteran of the investment business. Each episode covers the financial topics that matter most to retirees and those approaching retirement — in plain English, without the Wall Street spin. Dupree Financial Group is a fee-only, fiduciary Registered Investment Advisory firm based in Lexington, Kentucky. The firm manages separately managed accounts focused on income-generating, dividend-paying portfolios — no products sold, no commissions, no conflicts of interest. Past episodes are available at  dupreefinancial.com  under the Radio tab. Schedule a Complimentary Portfolio Review If you're not sure whether your retirement portfolio is built to generate income through market turbulence — or if you're just riding an index fund hoping for the best — we'll take a look. No charge. No pressure. Just an honest conversation about what you own and whether it's working for you. Call:  859-233-0400   |   Visit:  dupreefinancial.com Dupree Financial Group is a Registered Investment Adviser (RIA) registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. The information presented on The Tom Dupree Show is for educational and informational purposes only and should not be construed as personalized investment, tax, or legal advice. Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Please consult a qualified financial professional before making any investment decisions. The post AI Infrastructure Stocks & Your Retirement Portfolio appeared first on Dupree Financial.

PODCAST LAS NOTICIAS CON CALLE DE 5 DE JUNIO - Zelensky pide negociaciones directas entre Ucrania y Rusia por actuales lineas de batalla dando a entender que percibe que está ganando la guerra - Economist Anthropic vuelve a pedir detente de inteligencia artificial tras lograr sucesores hagan su propio submodelo - SemaforNSA Susa Mythos aunque está en lista prohibida - Axios Las reservas de petróleo de EEUU cayeron a su nivel más bajo desde 2004 y Goldman advierte que el diésel podría bajar a 20 días de suministro para agostoHezbollah rechaza pacto de cese al fuego con Israel y Líbano - Economist Menos personas sin hogar en PR - El Vocero Senador Dalmau pide investigar examen de peritos electricistas, Colegio dice que quieren suspenderlo - El Vocero Circuito cuestiona si LUMA tiene legitimación sobre Stay de PROMESA en la AEE, bonistas piden levantar el stay para que paguemos la deuda - El Vocero Educación todavía no ha pagado a centros de educación especial aunque se prometió a hacerlo - El Vocero DACO disque pendiente a los aumentos de precios de la comida y alimentos expirados - El Vocero 4 jinetes boricuas en el Belmont Stakes Space X se queda fuera del S&P por no cumplir con requisitos - Reuters Jueza permite que Digimedia enmiende demanda contra Hacienda, mientras Hacienda se opuso - El Nuevo Día Demandaron a Trump por quitarle fondos a FEMA para energía renovable a entidades, hoy hay vista en Boston - El Nuevo Día Jefe de incentivos dice que se tenían que ir en entrevista con Tax NotesProyecto plantea que AEELA sea voluntario, pero lo derrotaron - El Nuevo Día La Junta dice que sí a reforma de permisos de la gobernadora - El Nuevo Día EEUU sanciona a Díaz-Canel y la cúpula cubana; Visa, Mastercard y Meliá se van - Semafor Fuera de control la basura en Cuba - El Nuevo Día Congreso aprueba ayuda a Ucrania desafiando a Trump con votos republicanos - WSJ#universalinsurance #incluyeauspicio LOS DATOS DEL DÍA Brent$96.50/barril (−1%) WTI$92.86/barril (−0.2%) Diésel mayorista EEUU~$3.45/galón (inventarios en mínimo desde 2003) S&P 500~7,590 (futuros −0.4%, racha en riesgo) Dow49,445 (+0.6%) Bono 10Y del Tesoro4.47% Euro/USD~1.07 Gas natural$3.30/MMBtu (máximo en 4 meses) Tasa hipotecaria 30Y~7.20%NotiCel publicó hoy que el salario mínimo de PR sigue bajo el nivel federal de pobreza.La Fed TIENE que subir tasas por el petróleoLa defensa de Anthonieska presentó una moción urgente alegando que declaraciones juradas confidenciales del sumario fiscal se filtraron y se manejaron frente a cámaras en un programa de redes sociales, lo que para ellos viola los derechos de su representada, y pidieron que el Inspector General investigue quién dentro del Estado las filtró. Aparte, anunciaron que irán por tercera vez al Tribunal Supremo insistiendo en que ella no está en condiciones mentales para ser procesada, algo que ya le negaron dos veces. Y mientras todo eso queda en suspenso, el reloj corre: el término de los 120 días vence el 7 de julio y el juicio está pautado para el 23 de junio, pero esa fecha está en veremos. - Bárbara Figueroa 

Tornadoes? Hurricanes? No problem. Some birds can literally hear them coming days away. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

PODCAST LAS NOTICIAS CON CALLE DE 3 DE JUNIO - Vuelven a bombardearse Irán y USA, ahora Kuwait es quien cierra aeropuerto - Reuters Tienes que recertificarte si coges cupones - El Vocero LUMA dice que va a congelar posiciones gerenciales claves, mientras admite que van a tener que contratar para poda y dicen estar mejor preparados - El Vocero Rivera Schatz v. JGo otra ronda por DDEC - El Vocero Demanda alega traqueteo corrupto en anuncios de publicidad y en dos agencias - Jay Fonseca PR Primarias en California muestran fuerza de Trump, en Iowa perdió el trampistaDan dinero para gestión de Ferraiouli para desreglamentar - El Nuevo Día Nos salieron en casi un billón los aranceles, tres veces las leyes de cabotaje - El Nuevo Día Alcaldes siguen cobrando impuestos a fondos federales en contra de directrices - El Nuevo Día Bayamón pide que le devuelvan los chavos que ha gastado en agua - ElNuevo Día PPD apelará decisión contra demanda de senador en Justicia por caso de info de Baby y secretaria de la Familia  - Jay Fonseca PR El Fondo dice que está corto por 700 empleados y la deficiencia es en áreas médicas, dicen que subirán sueldos - El Nuevo Día ASSMCA dio reembolsos indebidos - El Nuevo Día Cerró Texas de Brazil tras 14 años en PR - El Nuevo Día Si tienes T-Mobile, de seguro has disfrutado de los beneficios EXCLUSIVOS de los T-Mobile Tuesdays. • Yo he aprovechado descuentos en gasolina –que ahora más que nunca vienen bien- mantecados, revelado de fotos gratis, boletos exclusivos para conciertos top, y más.• Y este mes ya se cumplen 10 años desde que los clientes de T-Mobile tienen los mejores perks, sorpresas y descuentos cada martes en el app de T-Life.• Que, by-the-way, no es solo los martes, puedes redimir ofertas toda la semana.• Para celebrar, este mes de junio T-Mobile te trae unas ofertas especiales, bien brutales de tus cosas favoritas y de algunas nuevas. • Así que, descarga el app de T-Life para que no te pierdas una y que T-Mobile te siga poniendo a'lante.#tmobile #incluyeauspicio GLP 1 ayudan contra el cáncer en nuevo estudio - Washington Post Trump pierde otra al cancelar fondo para pagarle a supuestos perseguidos de Biden - Washington Post Botaron a Scott Pelley de CBS y 60 Minutes - Fox NewsCuba con apagones de 22 horas en La Habana; Semafor y FT lo llaman "crisis de escala bélica".La FTC propone 10% a Canadá, EU, México, Reino Unido y 12.5% a China e IndiaAEE aprobó someter a la JSF un paquete de 22 contratos: 11 fotovoltaicos y 11 de almacenamiento. Total: más de 1,100 MW. Contratos de 20 años. Proyectos incluyen Solaner (40 MW), Xzerta-Tec (120 MW), Polaris Power (71.4 MW), Lajas Solar (80 MW), CS-UR Juncos (125 MW), Infinigen Yabucoa (50 MW). LOS DATOS DEL DÍA (cierre 2 de junio)Brent:$97.00/barril (+1.04%)WTI:$94.85/barril (+1.16%)S&P 500:7,609.78 (+0.13%) — récordDow Jones:51,307.79 (+0.45%) — récordBono 10Y Tesoro:4.46%Euro/USD:1.1626Gas natural (Henry Hub):$3.10/MMBtuHipoteca 30Y fija:6.49% – 6.54%Gasolina PR (DACO retail):Regular ~$1.05–1.10/L · Premium ~$1.17–1.28/L · Diésel ~$1.20–1.29/L

Today we had the pleasure of hosting Steven Kobos, President and CEO of Excelerate Energy. Steven has served as President and CEO since 2018 and previously spent 11 years as a member of the company's Board of Directors and corporate counsel. Throughout his career, he has worked across global energy markets, including Kuwait, Bangladesh, Pakistan, Argentina, Brazil, Finland, Germany, and the Middle East. Excelerate is a global leader in flexible LNG infrastructure solutions, focused on expanding access to reliable, affordable, and secure natural gas. The company operates one of the world's largest fleets of Floating Storage and Regasification Units (FSRUs) and provides integrated LNG solutions spanning the entire value chain. We were thrilled to hear Steven's perspective on the evolving and increasingly complex global energy landscape. In our conversation, we explore the evolution of the global LNG market, the impact of U.S. shale on Excelerate's business model, and why the company has increasingly focused on integrated LNG and infrastructure solutions rather than simply providing floating regasification assets. We discuss the growing importance of energy security following recent geopolitical disruptions, including tensions surrounding the Strait of Hormuz and Steven's recent visit to the region, and the role LNG continues to play in supporting power generation, industrial growth, and economic development around the world. Steven walks us through Excelerate's newest FSRU, the Acadia, the company's expanding opportunities in Iraq, and how LNG imports are helping address power shortages and energy deficits across emerging markets. We discuss the future growth of global LNG demand, the increasing shift toward long-term supply contracts, the advantages of floating infrastructure versus traditional onshore facilities, and Excelerate's strategy of combining LNG supply with downstream infrastructure to open new markets. We also cover Argentina's Vaca Muerta opportunity, Brazil's hydro-backed power system, Finland's experience with energy security following disruptions to regional gas infrastructure, the growing role of U.S. LNG exports, and the support provided by the Trump Administration to promote American energy abroad. Steven shares several personal anecdotes, including helping launch LNG imports into Kuwait, opening new LNG markets across South Asia, visiting customers throughout the Gulf during the recent conflict, and witnessing firsthand how access to reliable energy can transform communities and economies. We covered a great deal and appreciate Steven for sharing his time and insights. Mike Bradley started the show by noting that markets continue to be driven almost entirely by on-and-off developments in the Middle East. Market sentiment last week was dominated by optimism that Iran and the U.S. were moving toward a Strait of Hormuz resolution, but this week has started with growing concern that a resolution may not be just around the corner. On the bond market front, the 10-year bond yield was trading at ~4.5% (up 6-7bps), driven by an Iranian resolution being pushed further to the right and constructive economic data. He noted that the May ISM Manufacturing report showed that U.S. manufacturing expanded at its fastest pace in four years. On the crude oil market front, WTI prices spiked ~$6/bbl (to $93/bbl) on concerns that an Iranian resolution could be delayed. The Strait of Hormuz needs to reopen quickly or risk global oil prices moving substantially higher, as oil markets enter the higher-demand summer months with critically low inventory levels. From an energy equity perspective, the Energy sector was up ~2% so far this week after a 5% pullback last week. On the broader equity market front, markets were modestly weaker as investors appeared unprepared for the prospect of an Iranian resolution being pushed further into the future. He ended by highlighting two IPOs scheduled to price over the next two weeks. Equity investors are most excited about the SpaceX IPO (expected to price next week at a ~$2T valuation). He also highlighted INNIO Holdings, a gas power system manufacturer that is expected to price later this week (raising ~$2B at a ~$20B valuation), which should provide a good read on how bullish sentiment remains across the engine manufacturing and distributed generation segments. Mark Castiglione added his questions and perspective to the discussion as well. 

In this episode, host Mark Longo is joined by veteran futures broker and author Carley Garner of DeCarley Trading to break down a wild week of macro action, massive energy spikes, and some deeply unusual livestock drivers. Mark and Carley dive into the ongoing Middle East conflict's impact on energy, tracing why the crude oil rally is starting to "get old" despite the Strait of Hormuz remaining closed. They analyze the structural parallels between the current market and the 2022 price spikes, outline the best hedging strategies using micro futures and options, and explain why soybean oil is stepping up as a fascinating energy substitute. They also break down this week's top movers—including an unexpected surge in cash-settled butter—and take a look at the dark side of the tape, where crypto (Bitcoin and Ether) and grains are experiencing aggressive liquidations. Plus, Carley reveals how "screw worm" flesh-eating parasites, border closures, and a multi-year drought have fueled an historic, toppy rally in live cattle futures. In this episode, we cover: The Trading Pit: Early vs. later-stage trading strategies during geopolitical conflicts; selling expensive upside call premium in WTI and Brent. The Energy Overdrive: Why heating oil, RBOB, and soybean oil are pacing the year-to-date leaderboard. Crypto vs. Equities Divergence: Bitcoin ($BTC) and Ether ($ETH) falling out of lockstep with the tech-heavy NASDAQ. Is Bitcoin still a reliable risk barometer? Livestock & Ag Breakdown: Spotting a potential double-top in Live Cattle and how to manage downside risk using cheap options. Futures Free-for-All Q&A: Carley's take on the upcoming move to 23.5-hour equity trading and extended options hours, plus cutting through social media "hype" coins.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Bitcoin is teetering near $72,000 as the Iran war heats back up, with Trump claiming Tehran "really wants" a deal while air strikes resumed over the weekend near the Strait of Hormuz, sending Brent crude up 3.7% to $94.48 and WTI surging 4.3% to $91.07. A tentative 60 day memorandum of understanding would reopen the Hormuz chokepoint with unrestricted shipping and require Iran to clear all mines within 30 days, but the deal still awaits Trump's final approval and Iran's response. Meanwhile Coinbase is launching direct rupee rails in India on June 1 to attack the $3 billion local crypto market, Fed Governor Christopher Waller declared dollar stablecoins could expand the reach of U.S. monetary policy globally, and Jamie Dimon just vowed JPMorgan and the banking lobby will fight the CLARITY Act over stablecoin yield. Plus Michael Burry dropped a bombshell calling the Nvidia, xAI, Apollo, Athene structure "Fugazi", alleging $5.4 billion in GPUs are hidden off balance sheets while American retirees unknowingly hold $103 billion in Level 3 assets at 16x leverage inside a Bermuda insurance shell. We are breaking down whether Bitcoin can survive another Hormuz spike, what Waller's stablecoin endorsement means for the dollar, and why Burry's warning could be the most dangerous story nobody is talking about. Learn more about your ad choices. Visit megaphone.fm/adchoices

US equity futures higher with S&P up 0.2%. Bond yields higher. US 10-year up 2 bps at 4.5%. Gilts up 2 bps at 4.8%. Bund 4 bps higher at 3%. Dollar firmer versus yen and euro, softer against sterling and Aussie. Oil up with WTI crude 3.8% higher near $90.50/bbl. Gold down. Industrial metals higher. Bitcoin lower. US-Iran ceasefire negotiations continue with press reports noting President Trump sent revised terms back to Tehran, seeking firmer commitments on nuclear concessions and reiterating demands for unrestricted Strait of Hormuz shipping. Release of frozen Iranian funds has been a point of debate. Despite ongoing talks, US carried out military strikes in Iran on the weekend and Kuwait reports missile and drone attacks. Companies Mentioned: Taylor Morrison Home, YUM! Brands, Four Corners Property Trust

How have global oil shocks led to energy sector reforms, changes in governments, wars, and what upheavals occurred in India? ThePrint Editor-In-Chief Shekhar Gupta traces the 5 big global oil shocks in the last 53 years, starting from 1973 Yom Kippur war. #CutTheClutter Episode 1843 also looks at how each oil shock, was followed by a slump, and the key oil indices- including BRENT, WTI.

PODCAST LAS NOTICIAS CON CALLE DE 29 DE MAYO -   La UPR presenta un nuevo presupuesto - El Vocero Piden a pensionados de la AEE que tengan cuenta de banco en PR porque han tenido problemas con bancos de fuera - El Vocero Pelea por fondos de FEMA entre Cor3 y la industria local por plantear traer empresas de fuera - El Nuevo Día No hubo conducta anti ética dice Ferraiuoli - El Nuevo Día 15 candidatos para dirigir DDEC, sector privado en La Fortaleza, Lefranc Fortuño interino no se va a quedar como jefe - El Nuevo Día Van pal Tribunal para saber los casos que Justicia cerró sin investigar por meramente haber pasado el tiempo - El Vocero El nuevo Hilton Garden Inn va porque la demanda para detenerlo se presentó muy tarde - El Nuevo Día 57% de los boricuas en Florida rechazan a Trump - El Nuevo Día Cuelgan medida por la eutanasia en el Senado - El Nuevo Día Explota cohete espacial de Amazon, Elon Musk gana en ruta al espacio - CNBCBoricuas no pueden comprar casa - Metro Nadie quiere que se quede LeFranc Fortuño - El Vocero TMobile lanza live translación para conversaciones telefónicas en tiempo real - El Vocero Impresionante logro de WKAQ - El Vocero La gente no puede comprar casa en PR - Metro Piden más empleados para aeroespacial, pero los que podrían están emigrando - El Vocero Irán y USA logran acuerdo, pero Trump no lo ha aprobado todavía - Bloomberg SpaceX dice que su negocio vale 1.8 trillones - Bloomberg Arabia dice que bajará precio del petróleo, WTI a 87 Drone ruso entra a Rumanía y provoca activación militar de la OTAN- FTCuidadores informales en San Juan recibirán ID para que tengan trato preferente en San Juan - El Nuevo Día Horrible accidente con Cybertruck deja dos muertos y varios heridos - Noticentro Alberta Canadá propone separarse en consulta para la independencia - CNBC#universal #incluyeauspicioLOS DATOS DEL DÍA• Brent: $92.10/barril• Diésel wholesale (No.2): $3.69/galón• S&P 500: –0.02% (Nasdaq nuevo récord)• Dow Jones: –0.63%• Bono 10Y Tesoro: 4.502%• EUR/USD: $1.164• Gas natural (Henry Hub): $3.27/MMBtu• Tasa hipotecaria 30Y: 6.59%• PCE abril: +0.4% mensual, +3.8% anual (más alto en ~3 años)

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Dan Gramza joins Mark Longo on TWIFO 499 to break down a wild week across futures options. Equities continue to rally, nat gas lights up the tape, crude oil and Brent tumble, and metals remain stuck in a choppy range. Plus, a look at hot options activity in Russell 2000, natural gas, WTI crude, gold and silver.

Dan Gramza joins Mark Longo on TWIFO 499 to break down a wild week across futures options. Equities continue to rally, nat gas lights up the tape, crude oil and Brent tumble, and metals remain stuck in a choppy range. Plus, a look at hot options activity in Russell 2000, natural gas, WTI crude, gold and silver.

We cover 10 big stories on the Energy News Beat Stand Up - The deal has no signatures, and we are running low on oil, gas, and diesel inventory levels within weeks. 1. Iran Nuclear Deal & Middle East TensionsThe podcast opens with discussion of a pending Iran peace deal involving a 60-day memorandum of understanding (MOU) to extend a ceasefire and restart negotiations on Iran's nuclear program. Key concerns include whether Iran can be trusted, control of the Strait of Hormuz, and conflicting narratives between Iran and the Trump administration about shipping restrictions.2. Oil Market Dynamics & PricingWTI crude at $89 and Brent at $94.82Analysis of why oil prices dropped despite the unsigned Iran dealDiscussion of inventory levels running critically low, with predictions that prices could spike to $150-160 for Brent and $110 for WTI once inventories hit bottomThe role of Strategic Petroleum Reserve (SPR) releases in mitigating price increases3. Strait of Hormuz Shipping & Tanker TrafficCoverage of commercial shipping through the critical chokepoint, including VLCC (Very Large Crude Carriers) and LNG tankers heading to China and India, with concerns that only 2 tankers passing through versus the normal 20 per day signals serious disruption.4. China's Oil Market Re-entryDiscussion of China drawing down its strategic reserves and the potential shock when China returns to buying oil again—potentially driving prices significantly higher due to the current 9 million barrels per day supply deficit.5. Germany's Energy CrisisGermany's power prices surged over 30% due to high demand and low wind speeds, highlighting the vulnerabilities of renewable energy dependence. The podcast criticizes the unreliability of wind and solar and questions Germany's ability to meet its 80% renewables target by 2030.6. Russia-Kazakhstan Nuclear DealRussia and Kazakhstan signed agreements for Russia to finance and build Kazakhstan's first nuclear power plant, with Russia providing 85% of project financing—presented as a model for energy security and dominance.7. U.S. Strategic Oil Reserve Exports to CaliforniaFor the first time, crude oil from the U.S. Strategic Petroleum Reserve is being shipped to California (460,000 barrels to Chevron's Richmond refinery), enabled by President Trump's 60-day Jones Act waiver.8. Aluminum Market Supply CrisisCritical supply shortages in aluminum with inventories at dangerous levels, affecting manufacturing and presenting investment opportunities. Key companies mentioned: Alcoa, Century Aluminum, Kaiser Aluminum, and Rio Tinto.9. Europe's Natural Gas CrisisEurope's gas storage sits 55 points below required levels for winter, with reliance on Qatar and other LNG suppliers facing their own production challenges. This threatens European manufacturing and industrial competitiveness.10. Russia's Oil Exports to IndiaRussia is capitalizing on elevated global oil prices by boosting crude flows to India, with Indian imports jumping 70%.Overarching Themes:Energy security and dominance through exportsThe impact of geopolitical tensions on global energy marketsCriticisms of green energy policies and their economic consequencesThe importance of oil and gas investment and infrastructurePolitical messaging about energy policy differences between statesAll stories can be found on https://energynewsbeat.co/1.Iran Peace Deal Pending President Trump Approval – And it was not approved by the IRGC2.Who is Telling The Truth on Control for the Strait of Hormuz?3.Two VLCC Tankers and Two LNG Tankers Pass Through the Strait of Hormuz en Route to China and India4.The Next Energy Shock Could Be China's Return to the Oil and Gas Market5.Germany's Power Prices Soar Over 30% on High Demand and Low Wind Speeds6.Russia and Kazakhstan Sign Nuclear Power and Currency Swap Deals as Putin Visits Astana7.Oil from US Emergency Reserves Heads to California for the First Time, Kpler Says8.Aluminum Market Facing Prolonged Supply Outage. What does this mean for consumers and investors?9.Europe's Gas Crisis Just Repriced 8 Of My 12 Positions – The Merchant's News10.Russia Boosting Crude Flows as India Imports Jump 70% Since FebCheck out the Energy News Beat SubStack https://theenergynewsbeat.substack.com/A shout-out to Steve Reese and the Reese Energy Consulting group for sponsoring the Podcast https://reeseenergyconsulting.com/.Data2 if you have any business systems, can you trust A? Well, they have the patent on validation. . https://data2.zoholandingpage.com/energyAnd we have WellDatabase rolling in as a new sponsor. https://welldatabase.com/

Grab your favorite beverage. We're about to dive into the Fast And Furious lives of teeny birds and a very dead snake that's actually a missing link.— Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Today we were pleased to host Marshall Carver, Professor of Finance at Tulane University, who is currently in Beijing teaching students through a joint program with the University of China Academy of Social Sciences (UCAS). We have known Marshall since his time at Tudor Pickering Holt, and he has since built a 20+ year career in equity and debt research. He joined the Tulane faculty five years ago and teaches energy-focused courses including energy investment banking, financial modeling, risk management, and equity research. We were excited to visit with Marshall and hear his firsthand perspectives from China. In our conversation, Marshall shares his experiences teaching energy finance and financial modeling in Beijing and his broader observations on China's rapidly evolving energy, manufacturing, and technology landscape. We discuss China's aggressive long-term focus on manufacturing, AI, renewable energy, batteries, EVs, automation, and infrastructure development through centralized five-year planning, and he explains why he believes China continues extending its lead across several energy transition industries. We explore parallels between the U.S. shale boom and China's current EV and renewable energy expansion, including the intense competition, quick scaling, overcapacity concerns, and profitability challenges facing many companies. Marshall outlines the differences he sees between Chinese and U.S. students in areas such as technology and AI tools, spreadsheet modeling, and engineering-focused education. We cover China's growing emphasis on energy security and its increasingly “all-of-the-above” approach to energy development, including coal, nuclear, renewables, and EV infrastructure investments. We also discuss the country's fast-growing EV ecosystem, long-range hybrid vehicles, AI and robotics adoption, and the broader geopolitical and industrial competition between China and the United States. We touch on demographic and real estate challenges within China, the role automation could play in offsetting labor constraints, and Marshall's fascinating personal observations from spending significant time on the ground in Beijing. It was a highly interesting discussion, and we appreciate Marshall for sharing his time and insights. Mike Bradley started the show by noting that this is a holiday-shortened trading week, with most markets trading on hopes of an imminent Iranian deal, even as those hopes are ironically being overshadowed by ongoing military strikes within the Gulf. On the bond market front, 10-year bond yields were trading just under 4.5% (down from a recent peak of ~4.7%) on optimism that inflation could begin to ease if a potential Iranian deal materializes. On the crude oil market front, WTI prices had pulled back to $92-$93/bbl (down $3-$4/bbl) amid growing optimism that an Iranian deal could be forthcoming. On the broader equity market front, markets continue to post new all-time highs (dialing in a significant amount of optimism), despite the ongoing cycle of weekly on-and-off talks with Iran. On the energy equity front, investors currently appear to be sitting on the sidelines, waiting to see which direction oil prices ultimately break. He ended by noting that energy investors also seem to be positioning for the next major Energy/Electric sector deal now that 1Q26 earnings calls are in the rearview mirror. Arjun Murti discussed several major themes emerging from the ongoing Iran conflict and broader energy markets. He emphasized that nothing about the current geopolitical backdrop appears to be slowing the ongoing “power super cycle,” particularly given strong hyperscaler earnings, capex growth, and continued AI-driven electricity demand. He also pushed back on the idea that oil is entering a new long-term super cycle and reiterated Veriten's view that the market environment is better characterized as “geopolitical super vol,” with continued spikes and pullbacks driven by geopolitical developments rather than structurally higher long-term oil prices. He outlined what Veriten is calling the “Four Ds” of pragmatic energy policy: maximizing domestic production, diversifying energy sources and technologies, doing more with existing assets, and embracing digital transformation and AI. Arjun ended by highlighting China as a notable example of a resource-constrained country pursuing an aggressive “all-of-the-above” strategy across coal, renewables, automation, and AI.

Are equity index derivatives finally getting some real competition? In this episode, MIAX Executive Vice President and Chief Strategy Officer Shelly Brown joins host Mark Longo on The Futures Hot Seat to unpack their new index product suite developed with Bloomberg. The conversation focuses on the structural mechanics of the new Tini Bloomberg 100 Futures ($TBQ) and the upcoming rollout of the Tini Bloomberg 500 Futures ($TBX). Shelly explains how these 100% objective, algorithmically-driven indices operate compared to traditional benchmarks like the Nasdaq and S&P—including how a strict mathematical methodology allows them to fast-track new IPOs into the index. They also look at the microstructure advantages designed to attract retail order flow: lower exchange fees, tight market maker spreads, and capital efficiencies via OCC Clearing. Plus, we get a realistic timeline for index options and a upcoming Spikes 2.0 volatility product. Later, Mark heads into The Trading Pit to break down a wild week of price action across the tape: The Green Side: Small caps lead the charge with the Russell 2000 surging over 6%, Cocoa catches a rare bid, and the new Tini Bloomberg 100 makes an immediate debut on our weekly upside list. The Dark Side: Energy gets hammered. WTI, Brent, and RBOB slide roughly 14% on potential Middle East resolution news, while lithium and wheat follow to the downside. Volume Leaders: Micro Nasdaq contracts and Treasury rates see heavy volume blocks dominating the weekly data. Get early access to live streams, Pro Q&As, and more at The Options Insider Pro .

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This is gonna make your day. Raccoons love a challenge and some sharks just wanna have fun with their besties. — Support and sponsor this show! Venmo Tip Jar: @wellthatsinteresting Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wellthatsinterestingpod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: @wtipod Threads: @wellthatsinterestingpod Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@wti_pod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Listen on YouTube!! Oh, BTW. You're interesting. Email YOUR facts, stories, experiences... Nothing is too big or too small. I'll read it on the show: wellthatsinterestingpod@gmail.com WTI is a part of the Airwave Media podcast network! Visit AirwaveMedia.com to listen and subscribe to other incredible shows. Want to advertise your glorious product on WTI? Email me: wellthatsinterestingpod@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

PODCAST LAS NOTICIAS CON CALLE DE 21 DE MAYO - Siguen los estados financieros auditados sin auditarse - El Vocero Hoy mensaje de presupuesto de la gobernadora Jueza pide verificar el presupuesto de la AEE para saber cuánto tocará pagar de la deuda - El Vocero Johnny Méndez dice que presupuesto no incluyó reforma contributiva - El Nuevo Día Hacienda empieza a pagar estímulo reintegrable - Primera Hora  HASta el 2027 el aumento del costo del petróleo - El Vocero Siguen movilizando tropas en PR - El Vocero Salud admite que ya la gente no se quiere vacunar - El Vocero Plantean proyecto de ley para proteger fuentes periodísticas - El Nuevo Día Tribunales jura que no quieren limitar transmisión, sino que pasaría a directores regionales de tribunales la decisión - El Nuevo Día Regresa a su puesto Andrés García a quien sacaron de FEMA - El Nuevo Día Justicia se niega a divulgar todos los casos archivados tras investigar sin radicar cargos - El Nuevo Día Siempre innovando y con los mejores beneficios, MCS Personal Directo te ofrece cubiertas accesibles para que cuides de tu salud y la de los tuyos.Con una amplia red de proveedores de más de 15,000 médicos de libre selección. Reembolso de hasta $40 mensuales por membresía a un gimnasio o por un entrenador personal debidamente certificado. Asistencia en el hogar para servicios de cerrajería, plomería y electricidad de hasta $350 por evento hasta 4 veces al año.¡Únete HOY a la gran familia de MCS!¡Salud que completa tu vida! Llama al 787.945.1259 y oriéntate.Endoso pagadoDignidad y legislador PNP proponen quitarle el voto a convictos de delitos graves - El Nuevo Día Hyrox contra Crossfit, la nueva realidad del fitness - Primera Hora SpaceX viene con 1.75 trillones - Reuters OpenAi logró romper teorema matemático autónomamente para lograr calcular bien la geometría - OpenAi Aumento sustancial en homeschooling - SemaforBrent: $105.82/barril (rebote tras caída de 5.16% el martes)WTI: $99.16/barrilGasolina US promedio: sobre $4.00/galón en los 50 estados (récord post-guerra Irán)S&P 500: 7,432.97 (+1.08%)Dow Jones: 50,009.35 (+1.31%)Nasdaq: 26,270.36 (+1.54%)Bono 10Y del Tesoro: 4.645%Tasa hipotecaria 30Y: 6.493%Euro/USD: ~1.13 (presión por desaceleración eurozona)#mcs#incluyeauspicio 

Brian Szytel recaps a positive market turnaround from Miami Beach after Hightower leadership meetings, with the Dow up about 280 points, the S&P up ~15 bps, and the Nasdaq up ~10 bps; year-to-date, the Dow is up ~5%, the S&P ~9%, and the Nasdaq ~13%. Rates were little changed with the 10-year around 4.56%, and WTI oil was slightly down amid reports of a potential Saudi-linked development in the Iran conflict. He discusses persistent core inflation across CPI, PPI, and PCE as demand growth outpaces supply growth alongside rising money supply, while maintaining the thesis of a 1% real Fed funds rate but with higher inflation expectations (now ~2.5–3%) implying a higher terminal Fed funds range. Economic data included slightly better housing starts (~1.5M), in-line jobless claims (209K), strong flash manufacturing PMI (55.3), and slightly softer services PMI (50.9), and he explains why markets focus on results versus expectations. 00:00 Welcome and Updates 00:52 Market Close Recap 01:44 Inflation and Fed Outlook 03:32 Today Economic Data 04:30 How to Read Data 05:33 Wrap Up and Thanks 05:53 Disclosures Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Gold and silver pull back as WTI tops $107 and the 30-year hits 5.14% — Peter says plunging real rates make this dip a gift.This episode is sponsored by InvestingPRO. Get 55% off + an EXTRA 15% off with my code PETERSCHIFF at checkout! Sign up: https://www.investing-referral.com/peterschiffThis episode is also sponsored by ExpressVPN. Get an extra 4 months free. http://expressvpn.com/goldPeter Schiff goes live to break down the market moves since Wednesday's podcast, with gold and silver pulling back as oil surges past $107 WTI and bond yields punch higher — the 10-year at 4.62% and the 30-year at 5.14%. Schiff argues the short-term selloff is being driven entirely by the nominal yield move, but with inflation accelerating, real rates are actually plunging — a setup that is deeply bullish for precious metals and exactly the buying opportunity stackers have been waiting for. He points to the positively sloped yield curve across every maturity as the bond market's clearest signal yet that higher rates and higher inflation are still ahead.Schiff also delivers another Bitcoin reality check, walking through BTC's ongoing underperformance versus gold and the recent debates around long-term holdings, and explains why physical metals remain the only credible vehicle for real wealth preservation. The episode wraps with the latest on exploding deficits and a ballooning government, why true conservatives — and gold owners — are needed now more than ever, and fresh insights from SchiffGold on Comex flows and the increasingly urgent case for a return to sound money.Our Sponsors:* Check out Fast Growing Trees and use my code GOLD for a great deal: https://www.fast-growing-trees.com* Check out Plaud AI and use my code GOLD for a great deal: https://plaud.ai* Check out TruDiagnostic and use my code GOLD20 for a great deal: https://www.trudiagnostic.comPrivacy & Opt-Out: https://redcircle.com/privacy

From Miami Beach at a Hightower summit, Brian Szytel recaps a broad market rally (Dow +645, S&P 500 +1%, Nasdaq +1.5%) driven by falling interest rates (10-year down 8 bps to 4.58%) and oil (WTI down ~5%) amid hopes for progress in the U.S.-Iran conflict around the Strait of Hormuz. He focuses on how expectations moved from ~60 bps of Fed cuts this year to pricing closer to a potential hike, a global shift also seen in Europe, and notes the tight correlation between oil prices and rate expectations. With markets up ~7–8% and earnings up ~13–14%, multiples have compressed, and higher-rate expectations reduce the chance of re-expansion. He also addresses high profit margins, citing tech-heavy, asset-light index composition as a key driver while still expecting eventual mean reversion via economic slowing and sector rotation. 00:00 Miami Beach Intro 00:26 Market Rally Recap 00:50 Oil And Rates Link 01:16 Rate Cut Expectations Shift 02:17 Multiples And Valuation 02:52 Upcoming Economic Data 03:04 Margin Mean Reversion 03:26 Why Margins Stay High 03:56 How Reversion Happens 05:08 Wrap Up And Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

PODCAST LAS NOTICIAS CON CALLE DE 19 DE MAYO - Piden a militares trabajar para ayudar a que proyectos de energía con fondos federales se muevan - El Nuevo Día Fiscalía federal niega que haya detenido investigación por traqueteo de drogas por votos - El Vocero DDEC dice que jefe de OGPe tenía tremendo traqueteo en contrato de publicidad - El Nuevo DíaTrump hizo cientos de millones de compras y ventas de acciones con empresas que tienen contratos con el gobierno y que fueron con él a viaje de China - FT Trump crea fondo de 1.8 billones para compensar a republicanos supuestamente perseguidos - APThomas Massie hoy es la fecha clave de Kentucky sobre Trump y MAGA - PoliticoSenadores cuadran caja con negocios extra - CPI ONE PARK FINANCIAL PUERTO RICOTodo sueño empieza con uno.Un cliente.Una oportunidad.Un paso adelante.Y poco a poco… esos números empiezan a crecer.Más ventas.Más empleados.Más futuro.En One Park Financial Puerto Rico, convertimos esos números en el impulso que tunegocio necesita, con acceso a capital rápido, basado en tus ingresos reales.Porque cuando los números empiezan a cuadrar…los sueños dejan de ser sueños.One Park Financial Puerto Rico. Alimentamos tus sueños.Solicita hoy llamando al 787.558.5203 o accede a onepark.prJunta vuelve a defender que no se suba la factura AEE para pagar a bonistas - Metro Alcalde de Cataño pide a Contralora que despublique informe de traqueteos - Noticel Boricuas donaron mucho más a entidades sin fines de lucro - Sin Comillas Trump dice que iba a bombardear de nuevo a Irán, pero Arabia y otros países le pidieron no hacerlo - Bloombrerg Elon Musk perdió demanda por haberla radicado muy tarde - Washington Post Detenida expansión de Cooper Vision - Bonita Radio  Abuelos criando nietos ahora no tienen dinero para su retiro - El Vocero Aparece dinero para empleados de confianza en Familia - El Vocero Se reúne task force de salud de Medicaid - El Vocero  Se acaba huelga en la UPRRP Cuerpo de ingenieros que han denunciado que es muy lento resulta que ahora es la herramienta para acelerar recuperación en PR - El Nuevo Día No cree en enmendar la ley 82 Johnny Méndez, pero el autor de la medida presenta enmienda - El Nuevo Día Jueves es el mensaje de estado de la gobernadora - El Nuevo Día Estados Unidos quiere comprar 300 mil drones, pero China controla los magnetos - Oil Price Finalmente arranca AMA Móvil como app - El Nuevo Día Industriales reclaman reforma energética, permisos y contributiva  Brent: ~$110.50/barril (volátil, con tensión Hormuz; tocó $114 esta semana — máximo desde 2022)WTI: $101.70/barril (-0.24%)Diésel wholesale (EEUU): $3.94/galónS&P 500 (cierre viernes): 7,230.12 (+0.29%) — récordDow Jones: 49,499.27 (-0.31%)Nasdaq: 25,114.44 (+0.89%) — récordBono 10Y del Tesoro: 4.38%-4.39%Euro/USD: 1.1767Gas natural Henry Hub: $2.63/MMBtuTasa hipotecaria 30Y (Freddie Mac): 6.30%#oneparkfinancial#incluyeauspicio 

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.Grain and soybean futures surged Monday after a White House fact sheet revealed China committed to purchasing $17 billion in US agricultural products annually for the next three years — though key details and formal Chinese confirmation are still pending. Corn, soybeans, and wheat all rallied sharply as funds bought aggressively across the board.US winter wheat conditions continued to slide, with good-excellent ratings hitting their lowest level since 1996. The top five HRW-producing states are averaging just 9.6% good-to-excellent and 62.6% poor-to-very-poor, with the USDA pegging the HRW crop at 515 million bushels—down 36% from last year. Corn and soybean planting are both running ahead of average, and the forecast favors additional Corn Belt rainfall over the next five days.Brazil's inflation outlook is worsening, now projected at 4.5% by year-end—well above the central bank's 3% target—largely driven by higher oil prices tied to the Iran conflict. Brazilian farmers continue to face steep borrowing costs, with private loan rates exceeding 17%.US corn export inspections dipped last week but remain strong on the season. Soybean inspections were up 115% year-over-year, with China accounting for roughly 42% of the week's total. Wheat shipments fell below expectations.President Trump delayed a planned strike on Iran following requests from Persian Gulf allies, though WTI crude still settled up ~3% at $108.66/barrel. The administration extended a sanctions waiver on Russian oil sales for another 30 days amid ongoing pressure heading into the midterms.

PODCAST LAS NOTICIAS CON CALLE DE 18 DE MAYO -  Jenniffer González ahora dice que va a arreglar las finanzas de PR - El Nuevo Día Muere Sammy Marrero el cantante de La Selecta - Primera HoraProyecto para la eutanasia de PR ¿lo apoyarías?- Primera Hora Jefe de OGPe fue botado, pero ahora dicen que renunció - El Nuevo Día Miguel Romero busca demandar en la federal a la AAA por falta de agua - El Nuevo DíaEmergencia por ébola en Congo y Uganda, no hay vacuna - El Nuevo Día MMM hoy voy pa Martins BBQEl mejor y más sabroso pollo asado a la varita de Puerto Rico. Cocinando diariamente comida fresca saludable y sabrosa con un montón de complementos para escoger, arroces, habichuelas, verduras, mofongo,tostones,....MMMM....Esto si es criolloMartins BBQ, TOMANDO todas las medidas de salud y sabor para mantener la mesa boricua al dia con opciones para llamar, recoger o delivery por UBER Eats, y DoorDash.MMM Hoy como en Martin's BBQAsado...Jugoso...SabrosoAlcaldes no tienen cementerios - El Nuevo Día Ataque de drones en planta nuclear de Emiratos Árabes - Reuters Le recortan chavos a 17 agencias del gobierno - El Nuevo Día Cuba supuestamente planifica atacar a USA, y Trump tiene plan de intervención - El Nuevo Día Servicio forestal recomendado cobrar 4 dólares por persona que entre al Yunque - El Nuevo Día Venezuela deporta a Alex Saab el colombiano poderoso y mega aliado de Maduro - Miami Herald NextEra compra Dominion Energy por 67 billones creando una de las empresas más grandes del mundo energético - WSJArrestan 23 incluyendo por masacre del os torturados desnudos - Jay Fonseca PR 51 investigaciones fueron archivadas en Justicia sin encomendarse a nadie incluyendo la de la secretaria de Familia - El Nuevo Día  Apagones son cosa del pasado dice jefe de gobierno - El Vocero 58 mil adultos en ASUME esperan por pagos de deudores - El Vocero Asamblea de estudiantes hoy en UPRRP - El Vocero Mercado de bonos se desploma — Treasury 30 años toca 5.12%, máximo desde 2007. La hipoteca a 30 años en EU está en 6.49%.Petróleo vuelve a dispararse a 106 y 110 - Oil Price Putin va a China a reunión mañana y miércoles - Reuters LOS DATOS DEL DÍABrent:$111.15/barril (+1.73%)WTI:$103.13/barril (+2.09%)Diésel retail EU:$5.64/galón (semana del 11 de mayo)S&P 500:7,408.50 (-1.24% el viernes)Dow Jones:49,526.17 (-1.07%)Bono 10Y EU:~4.63% (máximo desde enero 2025)Bono 30Y EU:5.12% (máximo desde 2007)Euro/USD:~1.17Gas natural (Henry Hub):~$2.83/MMBtuHipoteca 30Y EU:6.49%#martinsbbq#incluyeauspicio 

Register here to attend the live virtual event "Why Investors Are Targeting Oklahoma Real Estate in 2026" on Thursday, May 28th at 8:00 PM Eastern Time. Keith describes how a plain long-term single-family rental can quietly build wealth in ways most investors overlook, using his "GRE Duck" framework to illustrate returns beyond simple cash flow. He also emphasizes the passive income potential of buy-and-hold properties, detailing factors like: appreciation, principal paydown, tax benefits, and inflation. An Oklahoma-based investor and provider then joins Keith to introduce Oklahoma City and nearby markets as emerging options for cash flow–focused buyers.  Together, they explore why this lesser-known market and a straightforward buy-and-hold approach may deserve a closer look from investors. Episode Page: GetRichEducation.com/606 For access to properties or free help with a GRE Investment Coach, start here: GREmarketplace.com GRE Free Investment Coaching: GREinvestmentcoach.com Get mortgage loans for investment property: RidgeLendingGroup.com or call 855-74-RIDGE  or e-mail: info@RidgeLendingGroup.com Invest with Freedom Family Investments.  For predictable 10-12% quarterly returns, visit FreedomFamilyInvestments.com/GRE or text  FAMILY to 66866  Unlock truly passive real estate income—visit flockhomes.com/GRE today to see if your properties qualify for a 721 exchange with Flock Homes. Will you please leave a review for the show? I'd be grateful. Search "how to leave an Apple Podcasts review"  For advertising inquiries, visit: GetRichEducation.com/ad Best Financial Education: GetRichEducation.com Get our wealth-building newsletter free— GREletter.com  Our YouTube Channel: www.youtube.com/c/GetRichEducation Follow us on Instagram: @getricheducation Complete episode transcript:   Keith Weinhold  0:01   Keith, welcome to GRE. I'm your host. Keith Weinhold, the real estate duck is quacking. Learn what that's all about. See how you could expect to profit $2,500 every month just from a normal long term rental. Then the most important message that I have to tell you in years. And finally, we explore a market where new build single family rentals cost $145,000 all today on get rich, education, flock homes helps multi family owners exit the operator grind, whether it's your six Plex or a 50 unit apartment through a 721 exchange. This defers your capital gains tax. It's a strategy long used by institutions. Now you can swap tenants and toilets for passive income and zero management request your initial valuation, see if your property qualifies. At flock homes.com/gre that's F, L, O, C, K, homes.com/g, R, E,   Speaker 1  1:07   you're listening to the show that has created more financial freedom than nearly any show in the world. This is get rich education.   Keith Weinhold  1:23   Welcome to GRE from Hudson, Colorado to Hudson, New York and across 188 world nations. I'm Keith Weinhold, and this is get rich education with perspective every week that you won't hear from the average slack jawed finance talking head. Just a few weeks ago, it was announced that rent payments will now factor into credit scores. Yes, I suppose that now tenants can say, See, my rent is not like throwing money away. I'm investing in my FICO score. This is good news for landlords. It can be good news for tenants too, actually, and I think it's just good for society that being accountable and making timely rent payments get tracked and can be rewarded. Yes, the news is that weeks ago, Fannie Mae and Freddie Mac are allowing rent and utility payments to be included in credit reports that are factored into eventual mortgage approvals. It is good that your tenant is informed of this, and therefore they'll be more incentivized to pay you the rent on time. So yes, rent is now a credit builder and hmm, does this mean that America finally admitted that shelter is more important than your tenant's Banana Republic Visa card? This is something that should have been done a long time ago now. This also helps in the rent to own strategy, if you ever employ that with a tenant. Yeah, the rent to own strategy. That's where a tenant, they rent a home from you today, with the option to buy it from you later at a pre agreed price. It's basically a hybrid between renting and buying. And the advantage is you can sell your rental at a greater profit than you could otherwise, when you employ that and the reason that having rent payments be on a credit report now gives you some assurance that your tenants will improve their credit scores enough to qualify for a mortgage and actually buy your rental. So that's always an exit option for you the rent to own strategy benefiting too from this change. Now let me tell you about the GRE duck, because this duck is quacking, making some noise, and we talk about what you might think of as a more base investment strategy. And this might be your base investment strategy. It is just simple long term buy and hold investing. Some people mistakenly think that to be a big profiteer in real estate, that it takes a lot of time and money, or they think that you've got to flip a property or wholesale or do rent to own plans with your tenant, like I just mentioned, or that you have to house hack. You don't have to do any of that heavy hands on stuff. You can be highly profitable without opening up some active business inside your property, like an assisted living home or doing some co living arrangement that you self manage, or doing short term rentals. No, you don't have to do any of that. No sledge hammer required. Let's talk about the GRE duck and how normal long term rentals are super profitable. In fact, you can profit $2,500 per. Per month from just one ordinary, single family investment property, just a regular long term rental with, say, a small down payment on a 300k income property.    Keith Weinhold  5:14   Now $2,500 that might seem high to be clear, that's not the rent amount. That's not the gross. This is your net, $2,500 in total profit every month. And you know, from the outside, the uninitiated might say, Well, wait, how could one plain house really perform this? Well, all right, say that it creates $200 in monthly cash flow, your rent income, minus expenses. This only represents the part of a duck that is visible on top of the water there on the lake surface, because that's all that most people see. And it's not a decoy duck. This is the real thing, because the duck also kicks up less visible underwater returns of another $2,300 monthly. And here's how what's beneath the surface, those duck legs are paddling like they're doing CrossFit. Here's a plausible scenario. Let's just use an appreciation rate of 5% mortgage rate of 6% and say inflation is 3% Well, the first thing that the duck is furiously kicking up underwater is that erstwhile appreciation of 5% on a 300k property. This is $15,000 a year that you're benefiting, which is $1,250 per month of profit to you. Next, there's principal pay down, also known as your ROA, that return on amortization your tenant is chipping away at your loan balance for you $3,000 a year from an amortization table, that's 250 bucks a month. Then there's the tax benefits. Say the estimated depreciable value is 240k after land divide that by 27 and a half years for your depreciation schedule, that is an $8,700 a year deduction. If you're in a 25% tax bracket, that's 2200 bucks a year, nearly another $200 a month from this alone. And there are more tax benefits than that depreciation, but that's all we're going to use for simplicity. And finally, inflation, profiting 3% inflation on your 240k loan, that is 7200 bucks a year. Yes, another 600 bucks a month. Now let's put it all together to see what the duck is doing. You've got $200 worth of cash flow, which is the visible duck, and then the rest of the paddling legs, with what they're doing underwater, it's $1,250 of appreciation, 250 in principal pay down, 200 in tax benefits, and 600 in inflation profiting. This is how your total financial benefit is $2,500 a month, and this is $30,000 of annual benefit to you. Yes, on average, you are 30k wealthier annually just from this 20% down payment on one plain, single family rental with something about as passive as it gets in real estate, that $200 per month of cash flow, that's only the part that you can see the duck gliding on the surface. And now, of course, your exact number is going to be higher or lower. Oh, maybe some downers on this is if there's a surprise insurance claim that dense things like a tree falling on your fence or a roof leak or a plumbing backup, you'll also have closing costs that you need to pay one time, a three to 4% of the loan amount when you buy so the duck could get splashed. And then this could be even better than I laid out. You might have a refinance opportunity that could increase your number. Your mortgage rate could be less than the 6% number that I use. Many builders are buying it down to under 5% for you still, and this will grow your profit number beyond $30,000 a year, and in this case, the duck would enjoy a tailwind.    Keith Weinhold  9:45   Today, you do often need a seller to provide incentives to make deals create cash flow. I did some rounding for simplicity in that example, which is really like a fresh spin on real estate pays five ways that I laid out there. So essentially, this $30,000 of annual benefit this occurs whether you show up to work or not, whether you stay in bed or not, and you're probably working on it one hour per month or less. Yes, this is simply buy and hold property. None of this flipping or wholesaling or active businesses that you need to run inside it buy and hold property that's either new build or it's turnkey renovated. I mean, it's even kind of boring, no market timing, no next hot thing, nothing loud, nothing risky, nothing Instagramable. Yet so many people miss out on all of this and why? It's because they only see that $200 visible part of the duck, and they sort of think, why bother? And then you have other investors that don't stick with it long enough to realize and capture the benefit. It could take a few years to really feel a wave of appreciation or inflation. These things are more apparent, like a duck that starts quacking and getting noticed, the GRE duck helps you understand how even a modest portfolio of four or five or 10 ordinary houses builds lasting wealth. Some people think that they need to own 100 doors worth of apartment building units or something like that in order to quit their job. That is just not true. I describe precisely how the middle class can get ahead. You could quietly out earn your day job with just a small pack of properties. This is embodied and symbolized by the GRE duck. Later today, we'll talk about the exact types of properties that are conducive to this. Let me tell you what's really interesting. Now, when we look at a five year arc, here's what's remarkable. In 2022 mortgage rates tripled and home prices rose anyway. In 2024 and 2025 the level of inventory soared and home prices rose anyway. Last year, available inventory was up about 30% from the prior year. Well now it's only up about 4% from last year, the growth in available housing supply has really slowed. It is going to be fascinating if supply shrinks this year, and this is the trend, this is the direction that the market is going, which could put accretive upward pressure on prices, but not as much as something else could. Now, sometimes here on the show, I inform you about micro real estate issues, or like the savviest strategy to achieve rent increases with your tenant, but there is a macro force that could reshape real estate markets in your purchasing power for years. In fact, I'm about to share with you this is the most important, newsworthy message that I have had in years. CPI inflation keeps rising. Jerome Powell is now newly out as Fed Chair Kevin Warsh is the new guy, and he's in there at a moment where global expectations and interest rates and currencies and housing and investor psychology could all shift at once. Now, frankly, I think it would be reckless to cut rates into the fresh inflationary shock that we have from the war in Iran now, but that's exactly what some market participants are betting on, and this time, inflation is not Coming from stimulus checks and peloton bikes, like it did during covid. At this point, we have already weathered a pandemic and lockdowns and money printing and tariffs. Now it is even more we have added in a kinetic war and severe energy shocks and supply chains that are now tied into knots, the profundity of the Iran war effects are coming two time.    Keith Weinhold  14:53   GRE podcast guest, Dr, Chris Martinson and I, you know, we are not some Doomer. Spouting baseless hyperbole to get fear clicks. This month, Chris stated that he would not be surprised to see 18 to 20% inflation in the next two to three years. Yes, you heard that right. This would make the pandemic inflation spike look like a warm up act. Remember back in 2022 that's when inflation peaked at 9.1% back then, in one year, home prices exploded about 20% rents surged 15% grocery prices went to orbital and a trip to Costco suddenly felt like financing a small boat. Well, today, things are poised to get even worse. Since the start of the Iran war, we've seen the prices of jet fuel go up 70% sulfur up 60% Brent crude has spiked 52% heating oil is also up 52% since the start of the Iran war. WTI crude oil up 48% urea also up 48% diesel up 45% gasoline up 40% all of these are not obscure commodities that are sitting in a warehouse somewhere. They are the hidden ingredients inside everyday American life. Diesel moves almost everything that you buy. Urea grows the food. Oil becomes plastics, packaging, chemicals and electronics, pharmaceuticals, cosmetics, paint, asphalt and 1000s of petroleum based consumer products. I mean, effectively, this massively raises the blood pressure of the entire economy, there is still cargo that's been sitting in or around the Persian Gulf and hasn't been able to transit the Strait of Hormuz for almost three months now. That's per Reuters. Even if a permanent peace agreement were signed today, this doesn't just all magically snap back by next week, it could take more than a year to normalize shipping routes, in inventories, in refining operations and supply chains. And in fact, it is even worse than that if the new Fed chair worsh decides to jack up interest rates. See, even that would do little to fix the supply side problem, because higher rates don't produce oil, they don't reopen shipping lanes, higher rates don't unclog ports. So this is not a time to sit in excessive cash and hope that your purchasing power survives. For a lot of investors, this is the time to accumulate more productive real assets while maintaining some prudent liquidity. You've always got to maintain some the alternative is to start eating losses. When we had two big waves of inflation in the 1970s bonds were mockingly called certificates of confiscation back then, and why? It's because investors earned 5% while inflation hit 15% the people who win in inflationary eras are really three groups, owners of productive real assets, people with pricing power and strategic long term fixed rate borrowers. It is pretty rare that I draw a line in the sand to identify a major inflection point and really encourage others to act. The last time that I did that distinctly was in November of 2021 because that's when mortgage rates were 3.1% inflation was double that at 6.2% and I urged investors to borrow big, and I showed you the evidence of when I stated that in last week's newsletter. I showed you right where that was published, and at that time it sounded aggressive, but today, those borrowers are sitting on yesterday's debt while they're earning today's inflated dollars. I mean, you have profited handsomely from that while there were others that were calling for a real estate price crash back in 2021.   Keith Weinhold  19:44   Gosh, that was the biggest appreciation rate year that we've had in a long, long time. Well, today, it's another inflection point, because you and I may be about to witness the highest inflation of our lifetimes, the prudent move is not paralysis. It is positioning. It means owning more productive real assets and ideally tying them to that long term fixed interest rate debt before the window closes again. So if you've been thinking about investing, repositioning your portfolio or making a plan before inflation accelerates again, you can speak directly to an MBA with real world real estate investing experience. It's a more crucial time than usual to book a free call with a GRE investment coach, which you can do at greinvestmentcoach.com. Windows like this do not stay open forever. It is the right time to act. In my opinion, that's the big message. The war inciting high inflation and hitting the point of no return for that. And I expect those free open slots to fill up fast, book a time again at GRE investment coach.com and plot out a plan. A lot of great shows coming up here on the GRE podcast, including two weeks from now, the number one selling personal finance author of all time, Rich Dad, Poor Dad. Author Robert Kiyosaki will be back on the show with us. As for later today, it's interesting to learn about a new market that we have not discussed in depth before, especially when it's a cash flow market. It includes new build single family rentals for $145,000 and now it's really small, but it also includes granite and LVP flooring. That's next.    Keith Weinhold  20:20   I'm Keith Weinhold. You're listening to get rich education. What if you got your mortgage loans the same place I get mine. You sure can at Ridge lending group, NMLS, 42056, they provided GRE listeners with more loans than anyone. Because Ridge specializes in investment property. They'll help you build a long term plan for growing your real estate empire with leverage. Start your pre qual and even chat directly with President chailey Ridge while it's on your mind, start at Ridge lending group.com that's Ridge lending group.com, let me ask you something, if you've worked hard to build wealth, is your money positioned to actually support your goals? A lot of accredited investors leave capital sitting in cash because it feels safe, but inflation and missed income opportunities can quietly erode its value. Freedom family investments offers freedom notes for investors seeking structured income backed by real estate. It's a straightforward approach built on real assets, not speculation and full disclosure. I'm an investor myself. What I like is that their team walks you through how it all works, so you can decide if it aligns with your portfolio and income goals. Every investment carries risk and nothing is guaranteed, but with a track record of consistent on time investor payouts, they built real credibility. Go to freedom family investments.com. To book a clarity call or text family to 66866, that's family. 266866,   Richard Advani  23:19   This is hem lanes, co founder, Dana Dunford, listen to get rich education with Keith Weinhold, and don't quit your Daydream.   Keith Weinhold  23:35   We have the chance to discuss a cash flowing real estate market today that isn't talked about very often with Richard, an income property provider in Oklahoma. And Richard, you have over a decade of experience working and investing in the Oklahoma market. And then you your wife and your daughter, you move there because it is a rather attractive investment climate. You've been prolific in the industry. You've spoken at hundreds of real estate events, so welcome and tell us more about yourself and really that attraction to Oklahoma.   Richard Advani  24:09   Yeah, it's great to be here and share, you know, more of what I learned as an investor the last 10 years. Yeah, it's been amazing, because when I first invested here, it was more of a diversification play for me, and I didn't expect a lot of growth, but, you know, it had good fundamentals, and boy have I been surprised, because it has grown, and the growth just continues here.   Keith Weinhold  24:30   Now, in a sense, I think about Oklahoma as a potential next place. And what I mean by a next place is that 10 to 20 years ago, Denver and Phoenix were metros that worked well for cash flow and real estate investors, but then prices ran up faster than rents in Denver and Phoenix, and they no longer work for cash flow with a 20% down payment on residential property, Oklahoma feels positioned as a next place where the numbers still work before the price. Prices get run up and this is especially true when we're still in this affordable housing crisis. And Americans kind of look for that next place where the cost of living is still low.   Richard Advani  25:10   Exactly. And if we look back to you said, the fundamental things that made Phoenix and Austin and all these places grow out of the desert was they were affordable and they were business friendly. And the median home price in the US right now is $430,000 roughly, yeah, and the median home price in Oklahoma today, even after all that growth, is a little over half of that. So it's not a new concept to understand why and where that growth here stemming from.   Keith Weinhold  25:37   since 2000 Oklahoma cities, just that city's average annual growth rate is 1.4% that is really solid for a mature interior US Metro now, it's not quite like Austin or Nashville, but you're avoiding those substantially higher Austin and Nashville prices. And for comparison, the nation's annual growth rate since 2000 is eight tenths of 1% to your point about the growth now Oklahoma, I think of it as really like a two major metro state. You've got Oklahoma City in the middle and then somewhat smaller Tulsa in the northeastern part of the state. So talk to us more about that growth.   Richard Advani  26:19   Yeah, definitely. Well, I think, you know, 20 years ago, Oklahoma is really known as an energy state and a military state, and they acknowledge that as a state that they want to reduce that dependence. So there's been a huge amount of programs driven to bring small to medium size and obviously large size businesses in at the moment, we focus primarily on Oklahoma City, but Tulsa, as you mentioned, is an hour and a half away. If you look at a map, it looks really far away, but it's not in Tulsa is really kind of the Austin of Oklahoma. There's a lot of STEM and a lot of robotics and a lot of different things going on there. Stay tuned, though, as we move into latter part of the year, we are going to start expanding our product into Tulsa as well. But I think the big thing Keith is bringing awareness to people that Oklahoma exists. We do a lot of client tours, and we look forward to touring a lot of your clients as well. But people are just blown away when they get here. It's clean, it's nice, it's family friendly. All the suburbs of Oklahoma City, for example, they're just gated communities and good school districts. And what's crazy is you could put 20% down buy a brand new home in a nine out of 10 school district in the Oklahoma City metro, we're in the below $300,000 range, and make a positive you know, you can't do that in any other metro in the US.   Keith Weinhold  27:38   Yeah, that is really attractive. So I think of Oklahoma City is a place that's not very flashy, although they do have that proposal for that giant building that I think a lot of people have read about. You know, it seems like every major city has their big, pointy thing in the middle of town. Oklahoma City might as well they have a skyscraper with a proposal, only a proposal at this stage, which would make it the tallest building in the United States, but outside of something flashy like that, I don't think of Oklahoma as a very flashy place. It doesn't make the headlines as much as a lot of other places do, but those headline making places seem to have the prices run up, and that's not so advantageous for investors. So tell us more about that investor advantage in Oklahoma, including things like the law tilting toward landlords versus tenants, and any other economic drivers.   Richard Advani  28:31   Yeah. So firstly, I'll touch on that point. It's a very, very landlord friendly state, from the month a tenant runs late, you can essentially have them out that same month, as long as a property manager company is doing their job and serving notices. But at the end of the day, if it's a matter of the tenant not paying their rent, and you've provided a household right, your HVAC is working, there's nothing negligible on the landlord side, super easy. It's an open and shut case. Now what we see because of that is, out of 250 properties under management last year, we've never had to do an eviction, because it's a lose, lose for the tenants. And they know that, right? You serve them with the notice, they are out very, very quickly. So yeah, very strong on the landlord side of things, as I mentioned earlier, a lot of growth happening in Oklahoma, like you mentioned that tallest building, in addition to that, you know, the OKC Thunder, are here, and, you know, I think they're a champion. I watched zero sports, but I have read deeply into the economic impact, and I've seen it right. I've had people come to town and we give recommendations on where to stand. They're like, Oh, I've been to Oklahoma two years ago for a thunder game, and I fell in love with the city, and it's very, very underrated. Imagine if you could have got into, you know, Austin or Dallas 10 years, 12 years, 15 years ago. And I hear it very often from people. This reminds them of what those places were like 10 years ago. And that's a great thing to hear, right, that strong fundamental and catalyst for that growth exists. Buying a single family home, as I mentioned in that A plus school district that Windows closing here in Oklahoma as well. You know, I think there's another year, year and a half, before they will pencil and will be like every other large metro in the US. So, you know, I think we're all going to look back and be like, Oh, you got in Oklahoma early. I've been in here 10 years. I think I got in early, but you know, we're still relatively early in terms of, you know, the growth trajectory, that's the head and once again, it's driven by common sense, fundamentals, affordable, business, friendly people get here, establish community, and it's a really nice place to live. I love it here.   Keith Weinhold  30:35   And because now you're a resident. Yes, you know Richard, one phrase I've shared with my audience recently, and I think it's apropos here is people say that they want an opportunity. What they really want is certainty. But as soon as certainty arrives, the opportunity is gone. I really think that's relevant here. So we've been talking about Oklahoma City, and what you do is you rehabilitate or offer new build properties to investors. Oftentimes they're out of state. You place a tenant for them, and then, if the investor so chooses, you also manage it for them. Like you mentioned, you have 250 properties under management in your portfolio. That's what you do, that's who you serve. We've talked about Oklahoma City. Tell us about some of the outlying areas, and why you choose those for investors,   Richard Advani  31:29   That's a great question. And yeah, we primarily focus on new construction, because that's what I believe in for investors as well. What's amazing is, we're kind of a, I don't say supermarket, but we're a mega market because we're in six or seven different cities within Oklahoma, which means for the investors, six or seven different strategies, right? As I mentioned already, we're in the A plus areas at the best schools. We're in commuter towns that are 20 minutes outside of the metro that are really charming. We're in military towns where we have very, very strong economies, very high rent to purchase price ratios, really some of the highest in the country for new construction. And we deliver products, starting brand new single family homes is at 145,000 and at 180 and 220 and, you know, all the way up to 550 and everything in between. So we have a product for every type of investor we have, you know, a home for every type of tenant out there as well, which, you know, makes our tours amazing, too. People leave with their head spinning, but we really have a good amount of selection and strategies within the state.   Keith Weinhold  32:35   145k for a detached single family home is pretty mind blowing to some people. I've seen those. I know the footprint of those is pretty small, but that really gives an idea of what potentially makes you attractive to work with. You have those all the way up to 550k which I think are the new build duplexes, correct mentioned there. So yeah, this is potentially attractive to people. I think a lot of us are really more interested in that ratio between the rent income and the purchase price, that valuable formula. So will you tell us more about   Richard Advani  33:11   That? Yeah, that's something that I think we really excel at, is finding that balance point between durability for the investor, but also kind of where that rent range falls off is. A lot of experienced investors know, as you go higher priced, higher end, the rent starts really falling off there. All of our builds have LVP throughout granite. You know, even that 145,000, our home is so much granite and it would blow your mind, but we're not skipping anything, right? They all have full gutters. All have central heating and air conditioning with that end end goal of making it durable. But, you know, finding that tipping point to where we're not over building for that rent, so we're able to really bring in some high cash flows for what we target, and we specialize in affordable housing. And when I say affordable, don't think cheap. Just think most builders are going to build a product we've been in a boom the last 20 years, right? So if there's 500 people in line to buy a $400,000 home where your profit margins are high, why build a $250,000 home, right? And that is where the housing shortage is, and that is what we've made our nation. Most importantly, that is where we can make cash flow as investors.   Keith Weinhold  34:20   So we're thinking about numbers on our pro forma now, Oklahoma does have tornadoes. I happen to know that tornado paths are geographically narrow. It's been estimated that they've severely damaged less than 1% of Oklahoma homes. But tell us about that, including the insurance coverage is one of our pro forma items.   Richard Advani  34:42   It's a great question, obviously, that comes up a lot. I took a video two weeks ago with tornado sirens blaring, and I'm with my wife and daughter, and mind you, my wife yells at me up until recently to get in the shelter. And we walk out front and I'm recording, and I look to the left, old couple outside looking at the sky. Look to the right, kids in the. Parents looking at the sky, and surprisingly to me, my wife was right there behind me. I'm like, why are you not in the shelter so? Long story short, tornadoes are real, right? I've lived here two and a half years now. I've never met a person affected by a tornado, yet, personally, and as you mentioned, it caused very low damage. There's very rarely fatalities. And most importantly, look, insurance rates are determined by losses suffered by that insurance company. You guys will be blown away at how inexpensive the insurance is, just for that reason, right? But, yeah, tornadoes are real. We're in tornado season now, and people ask, what do people do when the tornadoes are on? And, frankly, walk out and look up at the street, you know, at the sky. It's not like a hurricane, where they come in and mass and destroy a town. You can see the storm cell moving around right when you're looking outside. So damage is low. I've owned real estate in Oklahoma for over a decade. I've never been affected by a tornado, either. But you know, they are a thing, and they're that hot point, just like fires in California. What was earthquakes? But the important thing is, the standard insurance policy covers tornadoes, it covers hail, it covers all of that. And, you know, even on those 300,000 more a plus class properties insurance is like 1500 a year. You know, very inexpensive.   Keith Weinhold  36:15   We're talking about what I've been referring to, potentially as that next place for real estate investors. I was talking about that in house here with Naresh on how Oklahoma really feels like that next place due to some of these characteristics that I've been talking about. And Richard before, I ask you if you have any last thoughts. I have an event to tell you the listener about next Thursday night, May 28 Richard here is CO hosting a live webinar along with our GRE investment coach, Naresh, and you are invited to attend from the comfort of your own home. You'll meet Richard, learn the market, see performers of specific available properties, and you're probably going to learn something about real estate investing that you didn't know before. It's also a format where you can have any of your questions answered in real time. This can be an actionable opportunity for you again. It's Thursday, May 28 at 8pm Eastern. Sign Up it's free, you can register. It's open now at gre webinars.com. You'll meet a real pro, experienced provider there on the ground. Richard here and do you have any last thoughts, including what we can learn and see next Thursday? Richard,   Richard Advani  37:34   Just that you know, if you haven't considered Oklahoma before, take a close look at us, right? There's a lot of amazing things happening. I am boots on the ground. I started as a real estate investor, and that's kind of the foundation for our business. We really encourage tours to come out here. The market sells itself, but it's not needed. Look, we are boots on the ground. I bought dozens of properties myself, sight unseen. Technology makes things amazing for that. But come down. If you guys do have the time, we're going to share a lot more specifics next Thursday on proformas, on exact numbers and specific opportunities. And yeah, excited to share Oklahoma with all of your investors, and to bring these opportunities to you guys and appreciate the opportunity to be here.   Keith Weinhold  38:18   Is there anything that investors find surprising that they did not know about Oklahoma prior to investing there, and prior to learning about it, and before you answer yes, thank goodness that you offer tours. Any good provider should do that, although, in my experience, it's typically only five to 10% of out of state investors that actually take up somebody on the tour. You can never take that personally. That's just what happens industry wide, as we know. But is there any maybe last thing that we should know about the market, Richard, maybe something that an out of state investor is a bit surprised to learn, or that's unique to that particular market?   Richard Advani  38:58   I think the biggest thing that people are surprised about is how nice it is. I've actually had an investor bought six properties and moved to Oklahoma become a good friend of mine. Now, since he lives in Oklahoma, people are just blown away at how clean and nice and family friendly. And we hear quite often that, you know, our investors would live in these homes, so much so we had one actually do that. So yeah, it's very underrated. And I think, as you said very aptly earlier, you know, it's the next market, it could be the next big market,   Keith Weinhold  39:30   potentially that next place. If this sounds interesting to you, be sure to join Richard and our team again. It's Thursday May 28 at 8pm Eastern, and you can register at gre webinars.com. It's been valuable. Richard, it's been great having you here on the show.   Richard Advani  39:46   Thank you.   Keith Weinhold  39:52   Yeah, a rather interesting potential. Next place, if you will, for some perspective in Noelle. Normal traffic conditions from downtown Dallas, it is a three to three and a half hour drive north to Oklahoma City, but that is its own distinct market and city and capital. Oklahoma City affordable and business friendly this century. Really, it's those two drivers, affordable and business friendly, that have been the growth engines for other cities. OKC also has an expanding aerospace and tech presence in major downtown development projects, among other interesting things. At next week's live event, expect to see new build, yes, as low as 145k with LVP flooring and granite throughout, like we touched on there, one investor has even moved into the property themselves. I mean, you can do that if you want to. These are conducive to being good rental properties, but you own the property, you could live there, if you so chose. Yes all the way up to new build duplexes at 565k that generate almost $4,000 in monthly rent, though, these are the types of properties where you might want to pick up one of them, or five of them as investments leveraging the GRE duck and getting position for this likely next inflationary wave from an energy shock. I don't want to steal all the thunder from the event, but expect the provider to offer two years of free property management as well. One last time it all takes place next Thursday the 28th at 8pm Eastern. Sign Up Free at gre webinars.com until next week. I'm your host. Keith Weinhold, don't quit your Daydream.   Speaker 1  41:49   Nothing on this show should be considered specific, personal or professional advice. Please consult an appropriate tax, legal, real estate, financial or business professional for individualized advice. Opinions of guests on their own information is not guaranteed. All investment strategies have the potential for profit or loss. The host is operating on behalf of get rich Education LLC, exclusively.   Keith Weinhold  42:18   The preceding program was brought to you buy your home for wealth, building, get richeducation.com you.

It's EV News Briefly for Friday 15 May 2026, everything you need to know in less than 5 minutes if you haven't got time for the full show.Patreon supporters fund this show, get the episodes ad free, as soon as they're ready and are part of the EV News Daily Community. You can be like them by clicking here: https://www.patreon.com/EVNewsDailyJD POWER SAYS EV INTEREST IS HOLDING UPConsumer interest in EVs remained steady despite plateauing sales, with 26% of new-vehicle shoppers in April 2026 saying they were "very likely" to consider an EV — up 3 points month on month — partly driven by rising fuel costs. Charging availability remained the top barrier at 46%, though concerns around cost and charging time all eased year on year.HONDA SWINGS TO LOSS AS HYBRID STRATEGY HARDENSHonda posted its first operating loss since going public in 1957, recording a ¥414.3 billion ($2.6 billion) operating loss for the fiscal year ended March 2026, driven by ¥1.57 trillion in EV-related write-offs. CEO Toshihiro Mibe abandoned the 2040 combustion-free target and pivoted to 15 new hybrid models through 2030, with two prototypes — a fastback sedan and a red crossover — unveiled in Tokyo on May 14.SLATE AUTO PLANS 392 MICHIGAN JOBSSlate Auto plans to add 392 jobs and invest $10.4 million at its Troy, Michigan headquarters over five years, nearly doubling its Michigan workforce ahead of its low-cost electric pickup launch later in 2026. The Bezos-backed company, now led by CEO Peter Faricy following a leadership change in March, will focus new roles on engineering, design, and R&D, with positions starting at $43 per hour.TOYOTA HILUX ADDS EV FOR 2026Toyota will launch the ninth-generation Hilux in 2026 with both a fully electric and a diesel version, with the electric model reaching UK customers first in June in Icon (£52,845 after grant) and Invincible (£55,695 after grant) trims. Both electric variants qualify for the UK government's £5,000 plug-in van grant and come in a Double Cab body style, with a two-seat commercial conversion to follow later in 2026.VAUXHALL MATCHES EV AND DIESEL VAN PRICESVauxhall has achieved finance and lease price parity between the electric and diesel versions of its Combo and Vivaro vans, with the Combo Electric available from £305 per month and the Vivaro Electric from £335 per month — both matching their diesel equivalents on 36-month, 10,000-mile terms. The parity has been extended to the Astra and Frontera passenger cars as part of a wider brand strategy to remove the cost barrier to electrification.TRATON RAISES €850 MILLION FOR EV DRIVEVolkswagen-majority-owned Traton Group has raised €850 million to accelerate battery-electric drivetrain development across MAN, Scania, International, and Volkswagen Truck & Bus. Battery-electric vehicle sales across the group grew to 1.4% of total sales in Q1 2026, up from 0.9% in Q1 2025, with MAN and Scania both expanding their electric lineups.RENAULT CLAIMS EDGE OVER CHINESE RIVALSRenault CEO François Provost claimed the group's European manufacturing efficiency surpasses Chinese rivals, while acknowledging it still uses Chinese supply chains and a China development centre to bring new models to market in under 24 months. With French and European plants running at 85% capacity and momentum from models like the electric Renault 5, Renault is deepening ties with Nissan — both holding 15% stakes in each other — while Nissan's CEO signalled desire for a closer partnership.BYD ATTO 2 DM-I PRICED FOR UKBYD has confirmed UK pricing for the Atto 2 DM-i plug-in hybrid SUV, with orders opening 2 June 2026 and first deliveries in August. The Active trim starts at £26,995 with a 7.8kWh battery and 24 miles of EV range, while the Boost costs £29,995 with an 18kWh battery and up to 55 miles of EV range.OMODA-JAECOO MAKES A FAST UK STARTJaecoo and Omoda launched in the UK in March 2025 with immediate impact — the Jaecoo 7 became that month's best-selling car, and by year-end over 26,000 units had sold, making it the fourth most popular retail car in the UK. The brand reached a 1.4% UK market share, ahead of Seat and Suzuki, built on Range Rover Evoque-inspired styling, competitive pricing, and strong dealer incentives.POLESTAR SAYS FUEL SHOCK DRIVES EV DEMANDPolestar CEO Michael Lohscheller said "pump anxiety" has overtaken "range anxiety" as the key driver of EV consideration, with WTI and Brent crude up 50% since late February due to disruption at the Strait of Hormuz. Polestar is seeing rising demand for both new and used EVs as a result, though eroding US tax incentives and broader cost pressures continue to make the American market challenging.

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PODCAST LAS NOTICIAS CON CALLE DE 13 DE MAYO - 102 billetes el barril del WTI y 108 billetes el Brent - Oil PriceOperativo en dos residenciales, en Virgilio Dávila y las Gardenias, diligencian 3 órdenes de allanamiento y 4 arrestos - TelemundoPR Venezuela dice que NO a la estadidad dice Delcy Rodríguez - Primera Hora Trump planifica discutir si sigue vendiéndole armas a Taiwán o no en cumbre de China - Financial Times No viene cambio en vivienda de residenciales aunque cambie regla federal de solo poder vivir allí 2 años - El Vocero Arturo Deliz se defiende tras referirse a Justicia al cooperador que denunció todo el esquema - Jay Fonseca Premium Junta va a tener que aclarar metodología en la que consigue el dinero y que no - El Vocero Zar de energía sigue diciendo que LUMA se va a finales de este año - El Vocero Legislatura vuelve a citar a componente fiscal del gobierno - El Vocero Proponen mayoridad sea a los 18 años en PR en vez de 21 como es ahora - El Vocero CESCO va a tener licencia de los carros además de la de conducir - El Nuevo DíaPR está cortito por 400 millones en recaudos en comparación dice Junta - Metro  República Dominicana recibirá deportados de otros países desde USA - Metro Mi gente, me acaba de llegar una noticia de última hora. T-Mobile acaba delanzar un incentivo de hasta $1,200 por línea para los que se quieren cambiar decompañía.Sí, escuchaste bien. Te pueden pagar hasta $1,200 por línea cuando traes tunúmero y el teléfono que ya tienes de tu compañía actual.Esto aplica al cambiarte a T-Mobile y activarte en su mejor plan, ExperienceBeyond, con beneficios que otras compañías no te dan. Estamos hablando de hotspot ilimitado, streaming incluido de Netflix, Hulu yApple TV, y conexión en más de 215 destinos con internet de alta velocidad ytextos ilimitados sin pagar extra.Así que si tu compañía te ha dado razones para irte, T-Mobile te está dandohasta $1,200 por línea para que hagas el switch hoy mismo. Y recuerda, T-Mobile es la mejor red móvil en Puerto Rico según Ookla. La señal está clara. Trae tu número y tu teléfono, cámbiate a T-Mobile y llévatehasta $1,200 por cada línea.Empresas de hijos de Trump piden 400 millones para mina en Kazakhstan, ya tenían 1.6 billones Regresan a PR los clonadores de tarjetas - Primera Hora No hay suficientes muelles en PR para mercancía tras orden de Guardia Costera - El Nuevo Día Zar de Energía dice que la semana que viene tendrán barcazas de energía desde San Juan - El Nuevo Día Presupuesto final será presentado el viernes entre Junta y gobierno de JGO - El Nuevo Día Siguen operativos para evitar que se propague el hantavirus - El País Trump aterriza en Beijing para cumbre con Xi JinpingInflación EEUU sube a 3.8% en abrilTrump perdiendo el control del partido republicano tras Thune descartar quitar erudita federal, Johnson dice que no a proyecto de Vivienda, no va el proyecto de ballroom de Trump y Carolina del Sur irse contra redibujar distritos en Gerrymandering - Punchbowl News Inflación de tech con el "memory crunch" global y los costos para el consumidor con precios de chips → laptops, celulares, neveras inteligentes más caras → otra capa de inflación Brent:~$110.43/barril (intradía martes)WTI futures:$101.19 (-1.0%)S&P 500:7,400.96 (-0.16%)Dow Jones:49,760.56 (+0.11%)Nasdaq:26,088.20 (-0.71%)Bono 10Y Tesoro:4.439%Tasa hipotecaria 30Y:6.37% (Freddie semanal) / 6.46% (diario)CPI EEUU abril:+3.8% interanual, +0.6% mensualGasolina EEUU prom.:$4.50+/galón (+44% año/año)Gas regular PR (mayorista):~$1.20–$1.23/litro#tmobile#incluyeauspicio