Podcasts about wti

PODCAST LAS NOTICIAS CON CALLE 1 DE SEPTIEMBRE - Estudio RUM/UPR/UT  advierte de que nuestros embalses han perdido hasta un tercio de su capacidad por sedimentaciónLa sombra de Josué Colón, el notorio abogado siempre acompañante del Zar de Energía y sus 12 millones en contratos - CPI AAA pide no dar crédito por falta de agua porque no tiene dinero y va contra el plan fiscal - El Vocero Carísimo el canal de Panamá, así que las leyes de cabotaje esta vez nos ayudaron - El Vocero Thommy dispara contra JGo y pide que esto tiene que cambiar - Facebook En la temporada de huracanes es vital tomar medidas para asegurar nuestra tranquilidad.Si tienes dudas, llama al 787-641-7171 Todos tienen una manera diferente de prepararse para un huracán.Lo importante es que lo hagan.Auspiciado por Universal, en nuestro servicio está la diferencia.#universal#incluyeauspicio Servicio Postal podría no enviar montones de votos por correo en diferentes estados por llegar muy tarde tras instrucciones de Trump - Washington Post Desempleo inaugura plataforma digital Duane Davis culpable del asesinato de Tupac, su defensa era que es un embustero - Washington Post La Junta es culpable de todo hoy, retiró el aval a Power Expectations, extendió el fondo de sequía, aprueba el plan fiscal que la AAA usa pa no hacer su trabajo, bloquea de facto los bonos para dragados según el DRNA, y preside el escenario del caso LUMA ante Swain. La culpa es de El Niño, culpa del flete y la falta de agua El día nacional del "yo no fui”, Josué Colón "evita adjudicar contra 3PPO, LUMA "desconoce" lo que causó avería en Costo Sur, Presidente AAA no se va, pero no ho hay agua y secretario de DACO culpa a otros de "tiroteo políticoCiary Marbetes Pérez: tercera extensión del FEI - Jay Fonseca PR Huelga UPR hoy por plan médico en todo UPR menos UPRM - Primera Hora Llueven proyectos para usar dinero dados por lío de META y adicción a jóvenes - El Vocero Convención de Cruceros en PR - El Nuevo Día DACO ahora dicen que cogerá licencia sin sueldo para poder correr para alcalde - WSKNSecretario de Energía viaja hoy a Venezuela a firmar acuerdo por petróleo, unidos venezolanos contra el acuerdo Renuncia el Secretario del Ejército, Dan Driscoll, tras choque con Pete HegsethLOS DATOS DEL DÍA Brent$91.28 (+0.9%) WTI$86.57 (+0.9%) Gasolina EEUU (AAA)$4.08/galón S&P 5007,686.14 (−0.33%) Dow Jones53,185.90 (−0.70%) Bono 10 años4.76% (subiendo a ~4.78% hoy AM) Euro/USD1.1617 (+0.27%) Gas natural (Henry Hub)$2.91/MMBtu Hipoteca 30 años6.66%

The devil is in the details. Join me as we peep into the private lives of whales and our ancient ancestors. — 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 27 de agosto de 2026 - Fortuño no tiene vergüenza alguna, defiende que PR pague más de la deuda de la AEE aunque él mismo la emitió ilegalmente y es el que más endeudó a PR aunque fuera para disque refinanciar - Quién tiene la razón entre JGo y Pablo sobre la declaración de emergencia de FEMA  Federales declara desastre agrícola en 26 municipios - Irán y Omán pactan repartirse ingresos del Estrecho de Ormuz; el crudo bajaJunta autoriza $18.73 millones del Fondo de Emergencia para camiones cisterna, purificación de agua Remueven camión volcado de San Juan a Caguas - WUNO Piden demoler hotel Hilton Garden la gente de Dorado Beach, el pleito de los millonarios - El Nuevo Día FirstBank no sabía escándalo y pide desestimar demanda por relación con Epstein - El Nuevo Día  #lilly#incluyeauspicio ¿Cuánto es sequía y cuánto es incapacidad de la AAA? Se supone que lo sepamos en los documentos que entregue la AAA mañana al Senado - El Vocero La GNPR opera desalinización en Canóvanas (río Grande de Loíza, cerca de la desembocadura, agua salobre) y en Parque Central, San Juan. Evalúa pozos en Caguas (Moisty Skate Park), Levittown y Carolina. La propia gobernadora "no pudo precisar" el retorno de la ley 60, pero se va a promocionarla La máquina puede producir 45,000 galones pero solo se mueven 24–27 mil por falta de camiones - El Nuevo Día JGo v. Rivera Schatz por ir a la bolsa de valores, ahora hay duelo - El Vocero Rivera Schatz dice no a comisión total sobre contrato de Power Expectations - El Vocero Tribunal dice que no a ver los casos que archivó Justicia, son 229 casos que no sabemos nada de nada - El Vocero Josué Colón, convocado al Capitolio el lunes (3:00 PM) para vista Asesora de bonistas es mediadora en la deuda de PR - El Vocero Arrestan a chamaquitos de Fajardo, sospechosos de al menos 5-8 asesinatos Controversia por hospital de Vieques que no abre y Culebra que cambia de administrador Vivienda pide cautela con casas prefabricadas de Temu/Alibaba, pero el desespero es mucho - El Vocero A deponer secretario de Hacienda por contrato de Digimedia y el alegado traqueteo de anuncios - CPI Bill Gates alerta sobre la inteligencia artificial - NYTMeta y PR: paga hasta $17-18B por adicción de menores; PR recibe $124.7M en 10 plazosLOS DATOS DEL DÍA Brent$87.38 (−0.5%) WTI$81.64 (−0.7%) S&P 500~7,666 (−0.1%) Dow Jones~53,420 (−0.1%) Bono 10 años4.66% Euro / USD$1.1655 Gas natural$2.88/MMBtu (+1.2%) Hipoteca 30 años6.65%

Brian Szytel recaps Thursday, August 27 markets, highlighting a major AI chip company's better-than-expected earnings and sharply higher 2028 guidance that lifted its stock 10% and pushed all three major indices higher, led by the Nasdaq, while bonds were flat with the 10-year at 4.67% and WTI oil up about 2% near $83. Economic updates included better-than-expected initial jobless claims (203k vs. 208k) and a wider July goods trade deficit of $118 billion, which he frames within the dollar-based reserve system. He also discusses US-Canada tariff tensions, arguing trade wars are zero-sum and ultimately hurt consumers and the economy. Addressing low S&P 500 dividend yield concerns, he says the decline is largely price-driven and maintains confidence in dividend growth investing focused on efficient capital use, including dividends and buybacks. 00:00 Welcome and Setup 00:24 AI Earnings Lift Markets 01:08 Rates Oil and Data 02:00 Trade Deficit Explained 03:02 Tariffs and Trade Wars 03:44 Dividend Yield Concerns 04:06 Why Dividends Still Win 05:40 Wrap Up and Disclosures Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Today we had the pleasure of hosting Erin Price-Wright, General Partner in American Dynamism at Andreessen Horowitz (a16z). Erin joined a16z from Index Ventures in 2024, where she was a Partner focused on software infrastructure and applied AI. She previously served as Head of Product for Palantir's data analytics and machine learning program. The American Dynamism practice invests in founders and companies that support the national interest spanning aerospace, defense, public safety, education, housing, supply chain, industrials, and manufacturing. We were thrilled to hear Erin's perspective on the rapidly evolving intersection of AI, energy, and industrial technology. In our conversation, Erin shares the story behind a16z's American Dynamism practice and its early investments in companies including SpaceX, Anduril, Applied Intuition, Shield AI, and Skydio. She discusses how the firm's conviction in the space developed well before the recent surge of interest in industrial technology. We explore the convergence of AI, supply chain vulnerabilities, geopolitical pressures, reindustrialization, and skilled labor shortages, which Erin believes are creating the conditions for the “next great American industrial build-out.” We discuss physical AI and robotics, the potential to automate dangerous, expensive, and labor-intensive activities across energy and industrial operations, the challenges of deploying physical AI, and the importance of taking a practical approach to automation by starting with specific activities where the economics make sense and expanding from there. We touch on why venture capital is returning to energy and industrial technology, China's advantage in deployment versus the U.S.'s strength in experimentation and entrepreneurship, and the importance of permitting and regulatory certainty. We also examine data centers and the broader question of whether America wants to build, Erin's thoughts for energy and industrial leaders looking to accelerate innovation within their organizations, and much more. Special thanks to Erin for joining! We look forward to partnering with a16z on our upcoming Energy & Industrial Technology Showcase in Houston on September 10. Mike Bradley kicked off the discussion by noting that the 10-year U.S. Treasury yield was trading at ~4.65%, down ~10bps on the week but still near its highest level of the year. Bond investors are focused on the ongoing Canada tariff dispute, Wednesday's Core PCE inflation report, and Chairman Warsh's Jackson Hole speech on Friday. Major equity indices finished lower last week but are modestly higher this week, with attention now centered on NVIDIA's second-quarter earnings report Wednesday and its 6- to 12-month capital spending outlook. Turning to energy markets, Mike highlighted that WTI crude oil had declined ~$5/bbl this week to ~$82/bbl following the Treasury Secretary's announcement of “Operation Economic Outcast,” aimed at increasing economic pressure on Iran. EU natural gas prices rose another ~$1/MMBtu to ~$23/MMBtu, with storage levels remaining a concern ahead of winter. The energy sector was modestly lower this week but remains up ~5% month-to-date, led by refiners (+~12%). In power, electric utilities are down ~5% month-to-date, while IPPs, large-scale generators, and distributed generation providers are down ~10%–15% on average, largely reflecting higher interest rates and growing state-level opposition to data center development.

PODCAST LAS NOTICIAS CON CALLE 25 de agosto de 2026 - Rivera Schatz se abraza y besa con cliente de Politank, les ayuda a cuadrar el caso ante los tribunales para quedarse guisando en Corrección Guerra de billetudos, dueño de hotel de mega ricos exige demoler hotel de clase media en construcción en Dorado, millones de cooperativas en riesgo - El Nuevo Día El día de los silencios: Power Expectations no habla, la AAA no entrega datos y nadie sabe cuánto cuesta la pensión de $1,000 que proponen a aumentar El Senado, por instrucción de Rivera Schatz, acudirá al tribunal para obligar a la AAA a entregar información requerida desde el 17 de junio en Comisión Total Guisando Carlitos Bermúdez según el CPI 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 pagado#MCS#incluyeauspicio Jgo radicó como proyecto (PS 1428 / PC 1399) para subir la pensión mínima de los retirados del gobierno a $1,000, no sabe de dónde van a salir los fondos - El Vocero Diésel en récord: ~$5.45/galón, casi $100 sobre el crudoABRE PR reporta que 32 de 74 municipios (43%) gastaron más de lo que ingresaron en 2024Cita mañana miércoles al director de la AAPP, Josué Colón Ortiz para que explique el contrato de Power Expectations y 3PPO en la Cámara - El Vocero Aprobado por Cámara y Senado el PC 911 que prohíbe el “voceteo” nocturno y en zonas escolares o de tranquilidad - El Vocero Senado aprobó crear la Junta Examinadora de Servicios Estéticos - El Vocero Disputa por la construcción del Hilton Garden Inn de Dorado   Boricuas enamorados de Colombia, 60,000 viajeros de PR visitaron Colombia en 2025, casi +60% y van 2-3 veces - El Nuevo Día Le sueltan rienda a Yovngchimi, federales dejan en manos de oficial probatorio - El Vocero 1 de cada 4 jugadores de la NFL tienen daño cerebral - NYTTrump podría limitar el voto por correo, permite la Corte Suprema - NYTUSA no sancionó a China todavía, quedaron en hacerlo - Bloomberg La controversia de las cámaras Flock se dispara en todo USA - WSJTrump va a revocar 200 mil visas, lo más realizado en la historia - Axios Más café se pierde por falta de ano de obra que por seuquía  LOS DATOS DEL DÍA (cierre lunes 24 ago)Brent~$93/bbl (▼ ~1.3%)WTI$82.80 (▼ 2.6%)Diésel retail EEUU~$5.45/gal (récord)Gasolina retail EEUU~$4.43/galS&P 5007,652.86 (▼ 0.28%)Dow Jones53,417.16 (▲ 0.26%)Bono 10 años4.70%Euro / USD1.1664Gas natural (Henry Hub)~$2.81/MMBtuHipoteca 30 años6.65%Bitcoin>$80,000

Today's Post - https://bahnsen.co/3U6PdsL David Bahnsen opens from The Bahnsen Group's new Santa Barbara (Montecito) office, briefly recaps markets (Dow up ~0.25%, S&P down ~0.25%, Nasdaq down ~0.75% led by semiconductors; staples and financials up, tech down), and argues recent 10-year yield trading has been relatively range-bound. He focuses on Treasury Secretary Scott Bessent's announced 30-year Treasury buybacks ($2B now, potentially $4B in September) aimed at lowering long-end rates and term premium, likening it to an “Operation Twist” style intervention. Bahnsen says the move briefly lowered the 30-year yield about 10 bps but largely failed and is unlikely to work long term, criticizing government attempts to override market price discovery. He attributes higher long yields mainly to 30-year market illiquidity and new competing long-dated issuance from AI hyperscalers. He also covers U.S.-Canada tariff threats and retaliation, upcoming data/events (PCE, durable goods, Nvidia earnings, Warsh at Jackson Hole), WTI down ~2.5% near $85, and promotes his new book, “Profit from the Prophet,” releasing tomorrow. 00:00 Welcome From Montecito 01:06 Market Snapshot Today 01:38 Is Bond Volatility Overstated 02:58 Treasury Buyback Plan Explained 05:53 Did It Work Short Term 06:59 Can It Work Long Term 07:55 Why Long Yields Rose 12:05 Concerns About Intervention 13:52 Tariffs Canada Trade Spat 15:30 Week Ahead Data And Jackson Hole 16:27 Book Launch And Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Wow, it's as though including all Americans makes things… great. — 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

We are excited to continue our California COBT Series with a discussion featuring Francisco Leon, President and CEO of California Resources Corporation (CRC). This episode was the culmination of a full day with the CRC team studying California's oil and gas complex firsthand. We started at the Port of Long Beach, traveled north to CRC's Elk Hills operations near Bakersfield, and ended the day in Santa Clarita, where we sat down with Francisco to discuss what we had seen and the broader outlook for California energy. Along the way, we visited with Dean Persinger, Vice President of the Wilmington Production Complex, at the Port of Long Beach; Gabby Gonzales, Senior External Affairs Advisor, at Elk Hills to discuss CRC's community engagement efforts; as well as Joe Jephson, Engineering Manager at Carbon TerraVault, and Brent Ilott, Vice President of Operations of the Elk Hills Production Complex. The day gave us the opportunity to see the breadth of California energy production up close and better understand the infrastructure and policies shaping the state's energy system. It was a unique opportunity to see CRC's operations firsthand and spend time with the people working across the company's California footprint. In our conversation with Francisco, we discuss the changing energy landscape in California and the state's efforts to balance affordability, reliability, environmental priorities, and local energy production. Francisco shares his perspective on a more constructive environment for energy investment, including improved permitting activity in Kern County and the growing focus on the costs and energy-security implications of relying on imported energy. We discuss CRC's evolution into a broader California energy platform and the significant optionality across its existing asset base. We explore the history and future of CRC's Long Beach and Elk Hills operations, including conventional oil and gas production, power generation, carbon capture and sequestration, and the proposed Golden Valley data center development. We cover CRC's recently announced Crimson acquisition and the strategic value of ~2,000 miles of pipeline infrastructure across California, the company's broader consolidation strategy following the Aera and Berry transactions, and how CRC could increasingly serve as both an operator and an enabler for additional capital, partnerships, and development in the state. Francisco also shares his thoughts on company culture, community engagement, and the importance of working constructively with regulators, political leadership, and local communities. Mike Bradley patched in and kicked us off by noting that the 30-year U.S. Treasury yield was trading at ~5.3%, its highest level in two decades, despite relatively subdued inflation data the previous week. He highlighted the record pace of bond issuance financing the AI infrastructure buildout and the possibility that it could be competing with heavy U.S. government issuance for capital and contributing to higher borrowing costs. Turning to equities, both the Dow and S&P 500 have modestly declined this week as second-quarter earnings season winds down and investors look ahead to NVIDIA's results next week. In energy markets, WTI crude had risen ~$3/barrel this week to ~$85/barrel, largely reflecting expectations that the Iran conflict will remain an ongoing issue as the 60-day MOU expires. European natural gas prices have also increased to ~$22/MMBtu, up ~$2/MMBtu over the past couple of weeks. TTF prices are now up ~140% this year, with EU storage levels, particularly in Germany, well below seasonal five-year averages and below levels seen in 2021 ahead of the sharp increase in gas prices during the 2021-2022 winter. The energy sector has posted modest gains alongside higher crude prices. With second-quarter earnings largely complete, Mike expects sector performance to be driven by oil prices, the broader equity market, and company-specific fundamentals. In power, he highlighted Pennsylvania Governor Josh Shapiro's executive order imposing stricter oversight on proposed data centers, including electricity and water-use guidelines and local approvals, effectively giving communities greater influence over siting decisions. Mark Castiglione joined us throughout the day and added his questions and perspective to the discussion.

U.S. futures are mixed, with the Nasdaq pointing higher while the S&P 500 edges lower. Europe is set for a positive open for now. The U.S. dollar is slipping, treasury yields are lower at the long end but higher at the front end. Bonds mixed. US 10Y is 1 bp lower at 4.7%. Gilts down 3 bps. Bund is lower at 3%. Oil down, with WTI crude 0.7% lower under $82/bbl. Gold is up. Industrial metals are higher. Bitcoin is firmer. Strait of Hormuz standoff continues to underpin European energy risk pricing, but Q2 earnings have been supportive for regional markets. While markets have reduced Fed rate hike expectations, last Friday's backup in rates a point of focus. Analysts and financial press continue to discuss structural pressures, with high debt and borrowing and AI-related corporate supply. Companies Mentioned: Coupang, Genco Shipping & Trading

All of this is way more complicated than you think. Get comfy. — 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 13 de agosto de 2026 - No hay casi terapistas para Educación Especial - El Nuevo día Disuelven Power Expectations en Florida, en PR sigue los refieren a los federales - Jay Fonseca PR Premium/El Nuevo Día Subel nivel de Carraízo, baja La Plata, incluyen miembro de Junta AAA en comité de sequía - ElNuevo Día Gremios piden ajustar clases ante falta de agua y calor El Nuevo Día Encuentran a Miguelito el delfín y advierten que van a multar a quienes lo molesten - El Nuevo Día En la temporada de huracanes es vital tomar medidas para asegurar nuestra tranquilidad.Si tienes dudas, llama al 787-641-7171 Todos tienen una manera diferente de prepararse para un huracán.Lo importante es que lo hagan.Auspiciado por Universal, en nuestro servicio está la diferencia.#universal #incluyeauspicio Negociado de Energía vuelve a pedir se aclare la generación temporera y contratos - El Vocero Anthropic vale 2 trillones - FT Todavía no arranca el juicio de la hermana Falcón en caso de la AAA y Anaudi Hernández - El Vocero Agricultura le debe 10 millones a agricultores del café en PR - El Vocero Camiones cisterna a 800 billetes mientras antes costaban 300 pero ¿las multas de DACO? - WAPA TV El diésel global está en su punto más apretado en años: el promedio en EEUU trepó a $5.32 el galón (de $3.71 hace un añoLos Lakers vendidos por $12,000 millones a Bob Iger y Josh Kushner: récord para un equipo deportivo - Bloomberg 260 muertes en Colombia por terremoto - Bloomberg Solo 14 barcos pasaron por Hormuz, Trump dice que él controla, Irán lo niega - FT LOS DATOS DEL DÍA (cierre 12 de agosto) Brent$89.26/barril (+0.33%) WTI (crudo EEUU)sobre $80/barril Diésel EEUU (retail)$5.32/galón (+44¢ en un mes) S&P 5007,749 (+0.26%) Dow Jones53,770 (-0.04%) Bono 10 años4.67% Euro/Dólar1.1524 Gas natural (Henry Hub)~$2.66/MMBtu* Hipoteca 30 años~6.69%

Brian Szytel reviews a broad market rally with the Dow up 69 points, the S&P 500 up two-thirds of a percent, and the Nasdaq up eight-tenths, alongside a modest bond rally as the 10-year yield fell three basis points to 4.65; WTI oil declined about 2.5% to $81. He highlights disinflationary data following a cooler CPI, with PPI coming in flat versus expectations of +0.2 and core PPI at 0.2 versus 0.3, putting core PPI at 4.2% year over year. Fed futures shifted, with September hike odds falling to about 32% from over 50% two days prior, while fundamentals remain strong despite valuation concerns near 22x. Weekly jobless claims were slightly worse at 209k versus 204k. He also discusses how inflation can erode sovereign debt burdens, risks of high debt-to-GDP (U.S. ~120%), and contrasts with Japan's 204% given domestic ownership of JGBs. 00:00 Market Rally Recap 00:46 Inflation Data Boost 01:55 Rates Expectations Shift 02:26 Valuations Versus Fundamentals 03:08 Weekly Claims And Geopolitics 03:33 Debt And Inflation Playbook 04:54 US Debt To GDP Context 05:35 Japan Comparison And Scale 06:24 Wrap Up And Next Episode Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

PODCAST LAS NOTICIAS CON CALLE 12 de agosto de 2026 - La reunión de Sinón el hipócrita y traidor, Norma y Thomas y quiere una tacita de café - El Nuevo Día Norma Burgo ese va a ganar 168 mil como secretaria d ela gobernación - El Nuevo Día Paro de la AAA provocado por expresiones de la gobernadora - El Nuevo Día  Le recortan 24 millones al presupuesto de la UPR Proponen darle más dinero a notarios para venta de propiedades/hipotecas, constructores advierten de aumento de precio - El Nuevo Día Si estás esperando el momento perfecto para cambiar tu compañía celular o cambiar tu teléfono, ahora es que es. T-Mobile presenta NADA DE NADA. Eliminando los costos al momento de comprar un télefono nuevo. ¿Que significa eso? Que vas a pagar $0 hoy por tu celular. NADA. En serio. Sin impuestos, sin cargos y sin pronto para clientes elegibles. Ahora es más fácil que nunca, cámbiate en solo 15 minutos en el app de T-Life y recibe tu equipo el mismo día a través de Doordash.Escoge T-Mobile y disfruta de nada con la mejor red móvil en Puerto Rico, de nada.#tmobile #incluyeauspicio DRNA va contra los pozos ilegales en el sur de PR - Primera Hora  Crisis de agua llena de llamadas de salud mental a línea Pas - Primera Hora Piden aumento al precio del café - El Vocero Plantean bajar multas por Autoexpreso de 15 a 5 - El Vocero Fortaleza se distancia de jefe de recursos naturales sobre bajar presiones de agua - El Vocero Hutíes atacan más barcos, murieron 4 miembros de tripulación lo que distancia de negociaciones con Irán - Reuters Pierden los progresistas en Wisconsin y ganaron los moderados demócratas - Fox News Corea del Norte zumba misil balístico a zona donde USA, Corea del Sur y Japón harán ejercicios militares conjuntos - Reuters El crudo Brent tocó $90 el barril el martes y solo 6 barcos cruzaron el Estrecho de Hormuz (antes de la guerra con Irán pasaban más de 130 al día).Brasil, Guyana, Venezuela y Argentina dispararon producción de petróleo, 2.5 millones de barriles diarios - Semafor Terremoto en Colombia (7.4): más de 250 muertos. PR envía equipos JD Vance pidió a Ucrania dejar de bombardear tanqueros rusos por precio de combustible - FT Panamá está cobrando más billetes que nunca por cruzar el Canal - FTRivera Schatz y Norma ponen la agenda para los próximos meses en la Legislatura - Noticel LOS DATOS DEL DÍA Brent~$88.70/barril (+0.6%) · tocó $90 intradía WTI~$84.00/barril (+1.1%) Diésel (EEUU, prom. nac.)~$5.33/galón (elevado por la guerra) Gasolina (EEUU, AAA)~$3.48/galón S&P 5007,728.20 (−0.32%) Dow Jones53,791.85 (−0.34%) Bono 10 años~4.73% Euro/USD1.1533 Gas natural (Henry Hub)~$2.87/MMBtu Hipoteca 30 años6.69% (Freddie Mac) · 6.78% (mar)

Today we are thrilled to welcome Mike Fey, Co-Founder and CEO of Island.io, for a robust discussion on AI, technology, and the future of work. Mike is a seasoned technology executive and entrepreneur with deep experience in enterprise software and cybersecurity. Founded in 2020, Island is reimagining the enterprise browser as a platform that brings together access, security, and productivity, enabling employees to move faster while giving organizations the governance and control required at enterprise scale. We were pleased to hear Mike's perspective on this rapidly evolving landscape. In our conversation, Mike first shares Island's origin and founding premise: to improve the knowledge worker's experience while building security into the platform rather than adding it as an afterthought. We explore Island's philosophy of enabling employees to move quickly and innovate within an enterprise framework of security and governance, extending controls designed for human knowledge workers to “agentic knowledge workers,” and using the browser as an enterprise platform to replace legacy IT infrastructure and potentially consolidate portions of the security stack. Mike shares his perspective on why expectations for near-term enterprise AI ROI are often unrealistic and why successful adoption requires more than simply giving employees access to AI. We discuss the importance of creating a secure environment in which employees can experiment, build, share, and deploy AI while choosing the right AI model for the job and finding the right mix of sovereign, enterprise-controlled, and cloud-based AI. We examine how the valuable asset in AI may increasingly be the proprietary context, data, and workflows feeding models rather than simply the resulting work product. Mike explains how Island can give enterprises visibility into where data originated, who or what accessed it, why an action occurred, and how those capabilities become increasingly important as agents begin interacting with other agents. We explore Island's “tactically strategic” approach to enterprise adoption, starting with practical, self-funding opportunities to simplify the technology stack and reduce costs while building the foundation for broader AI adoption. Mike discusses M&A as one example, where establishing a secure shared environment can allow companies to begin realizing value from an acquisition before completing the full IT integration. We discuss what boards should be asking about AI, how AI adoption is currently increasing worker capability rather than simply eliminating jobs, and the challenge of scaling AI across large organizations. Mike describes adoption as a “crawl, walk, run” process and argues that most companies remain in the crawl stage. He explains why companies shouldn't wait to establish AI capabilities and shares examples of organizations using AI not simply to improve existing processes but to transform their business models. We end the session with Mike's compelling view that AI adoption is a leadership obligation: companies should prepare their employees to remain capable and competitive in an AI-shaped economy rather than allow their skills to become outdated. It was a riveting discussion and we greatly appreciate Mike's passion for the industry and his enthusiasm for the possibilities. Mike Bradley kicked off the discussion with observations on the fixed income market, noting that the 10-year U.S. Treasury yield was trading at ~4.7% ahead of Wednesday's CPI and Thursday's PPI reports, which could help shape expectations for the Fed's next interest rate decision. In equities, the DJIA and S&P 500 were each down approximately 30 basis points. With second quarter earnings season largely complete, Mike highlighted Intel's $20 billion equity offering to fund capital expenditures, which was reportedly oversubscribed by more than five times. Turning to energy, WTI crude oil had risen approximately $5/bbl this week to roughly $83/bbl, reflecting growing skepticism that shipping through the Strait of Hormuz will fully normalize in the near term. Mike noted that Iran-related policy has been a key driver of oil price volatility over the past two months. The energy sector had gained approximately 5% this week alongside higher crude prices. With second quarter energy earnings essentially complete, Mike wrapped by reviewing key themes across oilfield services, E&Ps, integrated oil majors, refiners, midstream, and power and electric utilities. Robby Kester and Veriten Senior Advisor Deborah Byers also joined and added their valuable technology perspectives and questions throughout the conversation.

Original https://youtube.com/live/ksweIuplhNE⭐Super Micro Computer avanza +8% tras una optimista proyección. Nasdaq se recupera.

VOV1 - Giá dầu tại Mỹ tăng vượt 83 đô la Mỹ/thùng trong ngày 11/8, sau khi Iran tuyên bố eo biển Hormuz sẽ chưa được mở lại cho tới khi các điều kiện của nước này được đáp ứng, trong khi Nhà Trắng chưa xác nhận tiến triển cụ thể. Diễn biến này làm gia tăng lo ngại về nguồn cung năng lượng toàn cầu. Trong ngày 11/8, dầu thô WTI của Mỹ có thời điểm tăng lên trên 83 USD/thùng, trong khi dầu Brent dao động quanh vùng 88-90 USD/thùng. Giá dầu biến động mạnh khi nhà đầu tư cân nhắc giữa hy vọng về một thỏa thuận Mỹ - Iran và nguy cơ căng thẳng tiếp tục kéo dài tại Hormuz.Trước đó, Bộ trưởng Quốc phòng Pakistan cho biết các tín hiệu trong vài ngày qua cho thấy Mỹ và Iran “đang gần đạt một dạng thỏa thuận”. Còn người phát ngôn Bộ Ngoại giao Qatar nói rằng các cuộc trao đổi giữa Iran và Oman về việc mở một luồng hàng hải qua eo biển Hormuz đang ở “giai đoạn then chốt”.Tuy nhiên, triển vọng đạt thỏa thuận vẫn chưa chắc chắn. Iran khẳng định eo biển Hormuz sẽ chưa mở lại nếu các điều kiện của nước này chưa được đáp ứng. Trong khi đó, Nhà Trắng chưa xác nhận tiến triển cụ thể. Khi được hỏi Mỹ sẽ có hành động gì tiếp theo với Iran, Tổng thống Donald Trump vẫn còn để ngỏ.Căng thẳng còn bị đẩy cao khi Mỹ và Iran tiếp tục đưa ra các yêu cầu bồi thường lẫn nhau. Ông Trump tuyên bố Washington cũng sẽ yêu cầu Tehran bồi thường, sau khi Iran nêu lại yêu cầu về bồi thường chiến tranh. Trong bài đăng trên Truth Social, ông Trump nói ông đã chỉ đạo các đại diện Mỹ đưa yêu cầu này vào mọi cuộc đàm phán trong tương lai với Iran.Ông Trump cũng lặp lại tuyên bố rằng Hải quân Mỹ hiện là lực lượng kiểm soát eo biển Hormuz, đồng thời ca ngợi chiến dịch phong tỏa các cảng của Iran quanh tuyến hàng hải này. Trong diễn biến mới nhất, quân đội Mỹ hôm 11/8 đã sử dụng tên lửa để vô hiệu hóa hệ thống lái của một tàu chở hàng treo cờ Panama, sau khi con tàu phớt lờ nhiều cảnh báo yêu cầu dừng hành vi vi phạm lệnh phong tỏa hải quân đối với các cảng của Iran. CENTCOM cho biết, tính đến ngày 11/8, lực lượng Mỹ đã chuyển hướng 55 tàu thương mại tìm cách vượt phong tỏa, vô hiệu hóa 3 tàu không tuân thủ và lên kiểm tra 2 tàu khác./.)Quang Trung/VOV MỹEo biển Hormuz

Texas has long been synonymous with energy...although what first comes to mind is Texas T...and in WTI crude. However, these days Texas has begun to establish itself as the go-to-state for the AI industry.

When geopolitical chaos erupts—Iranian tankers in the dark fleet, Houthi attacks in the Red Sea, Russian refineries under fire—oil prices should skyrocket. Yet here we are in August 2024 with WTI crude at just $83 a barrel, and the market hasn't collapsed. Why? Because the U.S. is producing nearly 14 million barrels a day, pipelines are bypassing chokepoints, and refineries are running flat out. But there's a catch. In this episode of the Energy Impact Podcast, Trisha Curtis—CEO of PetroNode, Chief Economist of the American Energy Institute, and Senior Consultant at the U.S. Department of Energy—joins David Blackmon and Stu Turley to break down the real story behind oil markets. They debate whether prices reflect reality, expose the refining capacity crisis that's keeping gas prices high, and challenge the media narratives that get it wrong.From China's strategic stockpiling to Iran's fading leverage to why the oil industry desperately needs better PR, this conversation separates market hype from hard data—and reveals what's really at stake for American energy security.Connect with Trisha Curtis at https://www.linkedin.com/in/trisha-curtis-petronerds/ or  @petronerds633  on YouTubeThis is also going out on David Blackmon's podcast, Energy Impacts.Connect with David on his LinkedIn here https://www.linkedin.com/in/david-blackmon-2325189/1. U.S. Oil Production & Global Market DominanceThe hosts emphasize that the U.S. produces nearly 14 million barrels per day, making it the world's largest oil producer. This production level hasn't received adequate attention in media coverage, despite its significant geopolitical and economic implications. The Permian Basin, particularly in Texas and New Mexico, is driving record output growth.2. Oil Market Resilience During Geopolitical DisruptionsDespite major disruptions—including attacks on the Strait of Hormuz, Red Sea blockades by Houthis, and the Ukraine-Russia conflict—the oil market has adapted remarkably well. The hosts credit market forces, refinery efficiency, and alternative supply routes (like the East-West Pipeline) for preventing catastrophic price spikes that many predicted.3. Current Oil Pricing ($83/barrel WTI)The discussion explores why oil prices have remained relatively moderate despite geopolitical chaos. They debate whether prices reflect reality, with consideration for tanker insurance costs, physical delivery premiums, and crack spreads (refinery profit margins).4. Refining Capacity CrisisA critical issue: the U.S. has 128 operating refineries with an average age of 75-80 years, and only one new refinery (Brownsville) is coming online by 2027. California is losing refining capacity (6 of 7 refineries slated to close), which will have serious economic consequences. Refining capacity is the key bottleneck limiting gasoline and diesel price relief.5. Strategic Petroleum Reserve (SPR) & ExportsThe hosts discuss the SPR release strategy and defend continued crude oil and refined product exports as essential to global energy security. They emphasize that allowing exports supports the market and benefits U.S. energy interests.6. China's Energy Strategy & StockpilingChina has significantly reduced oil imports (down 5 million barrels/day) and is drawing on massive strategic reserves. The hosts suggest China is using this period as a "test run" for potential future blockades (like closing the Strait of Malacca during a Taiwan conflict).7. Middle East Geopolitical ComplexityThe discussion covers Iran's leverage (tanker fleet, strait control), OPEC's fragmentation (UAE's departure), Iraq's alignment with Iran, and the role of alternative pipelines reducing dependence on the Strait of Hormuz.8. Turkey, Pakistan & Regional MediationThe hosts highlight emerging geopolitical tensions involving Turkey and Pakistan as mediators, with concerns about extremism funding and the potential for regional escalation.9. Industry Communication & LeadershipThe hosts criticize the oil and gas industry for poor public relations and not taking credit for market stability and affordable energy. They call for better industry leadership and advocacy.This podcast presents a nuanced view of global energy markets, emphasizing market adaptation, U.S. strategic advantages, and the critical importance of refining infrastructure and policy decisions around exports and reserves.Check out the Energy News Beat Substack at https://theenergynewsbeat.substack.com/Check out David Blackmon's Substack at https://blackmon.substack.com/

When geopolitical chaos erupts—Iranian tankers in the dark fleet, Houthi attacks in the Red Sea, Russian refineries under fire—oil prices should skyrocket. Yet here we are in August 2024 with WTI crude at just $83 a barrel, and the market hasn't collapsed. Why? Because the U.S. is producing nearly 14 million barrels a day, pipelines are bypassing chokepoints, and refineries are running flat out. But there's a catch. In this episode of the Energy Impact Podcast, Trisha Curtis—CEO of PetroNode, Chief Economist of the American Energy Institute, and Senior Consultant at the U.S. Department of Energy—joins David Blackmon and Stu Turley to break down the real story behind oil markets. They debate whether prices reflect reality, expose the refining capacity crisis that's keeping gas prices high, and challenge the media narratives that get it wrong.From China's strategic stockpiling to Iran's fading leverage to why the oil industry desperately needs better PR, this conversation separates market hype from hard data—and reveals what's really at stake for American energy security.Connect with Trisha Curtis at https://www.linkedin.com/in/trisha-curtis-petronerds/ or  @petronerds633  on YouTubeThis is also going out on David Blackmon's podcast, Energy Impacts.Connect with David on his LinkedIn here https://www.linkedin.com/in/david-blackmon-2325189/1. U.S. Oil Production & Global Market DominanceThe hosts emphasize that the U.S. produces nearly 14 million barrels per day, making it the world's largest oil producer. This production level hasn't received adequate attention in media coverage, despite its significant geopolitical and economic implications. The Permian Basin, particularly in Texas and New Mexico, is driving record output growth.2. Oil Market Resilience During Geopolitical DisruptionsDespite major disruptions—including attacks on the Strait of Hormuz, Red Sea blockades by Houthis, and the Ukraine-Russia conflict—the oil market has adapted remarkably well. The hosts credit market forces, refinery efficiency, and alternative supply routes (like the East-West Pipeline) for preventing catastrophic price spikes that many predicted.3. Current Oil Pricing ($83/barrel WTI)The discussion explores why oil prices have remained relatively moderate despite geopolitical chaos. They debate whether prices reflect reality, with consideration for tanker insurance costs, physical delivery premiums, and crack spreads (refinery profit margins).4. Refining Capacity CrisisA critical issue: the U.S. has 128 operating refineries with an average age of 75-80 years, and only one new refinery (Brownsville) is coming online by 2027. California is losing refining capacity (6 of 7 refineries slated to close), which will have serious economic consequences. Refining capacity is the key bottleneck limiting gasoline and diesel price relief.5. Strategic Petroleum Reserve (SPR) & ExportsThe hosts discuss the SPR release strategy and defend continued crude oil and refined product exports as essential to global energy security. They emphasize that allowing exports supports the market and benefits U.S. energy interests.6. China's Energy Strategy & StockpilingChina has significantly reduced oil imports (down 5 million barrels/day) and is drawing on massive strategic reserves. The hosts suggest China is using this period as a "test run" for potential future blockades (like closing the Strait of Malacca during a Taiwan conflict).7. Middle East Geopolitical ComplexityThe discussion covers Iran's leverage (tanker fleet, strait control), OPEC's fragmentation (UAE's departure), Iraq's alignment with Iran, and the role of alternative pipelines reducing dependence on the Strait of Hormuz.8. Turkey, Pakistan & Regional MediationThe hosts highlight emerging geopolitical tensions involving Turkey and Pakistan as mediators, with concerns about extremism funding and the potential for regional escalation.9. Industry Communication & LeadershipThe hosts criticize the oil and gas industry for poor public relations and not taking credit for market stability and affordable energy. They call for better industry leadership and advocacy.This podcast presents a nuanced view of global energy markets, emphasizing market adaptation, U.S. strategic advantages, and the critical importance of refining infrastructure and policy decisions around exports and reserves.Check out the Energy News Beat Substack at 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/

Original https://youtube.com/live/2dtuG1_Qv-kS&P 500 y Nasdaq suben. Irán dijo que estaba cerca de alcanzar un acuerdo final con Omán.

Weird vertical spreads are popping up all over the futures options markets this week! Host Mark Longo is joined by Scott Bauer of Prosper Trading Academy to break down the latest options activity across the CME Group markets, including some unusual 500-point Nasdaq verticals, massive put activity in WTI crude oil, strange spreads in silver and gold, and the latest action in natural gas. They also discuss the surge in out-of-the-money Nasdaq calls, whether crude oil volatility may be getting too cheap, the renewed strength in precious metals, CME Group's return to single stock futures, and much more.

Weird vertical spreads are popping up all over the futures options markets this week! Host Mark Longo is joined by Scott Bauer of Prosper Trading Academy to break down the latest options activity across the CME Group markets, including some unusual 500-point Nasdaq verticals, massive put activity in WTI crude oil, strange spreads in silver and gold, and the latest action in natural gas. They also discuss the surge in out-of-the-money Nasdaq calls, whether crude oil volatility may be getting too cheap, the renewed strength in precious metals, CME Group's return to single stock futures, and much more.

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PODCAST LAS NOTICIAS CON CALLE 6 de agosto de 2026 -Junta autoriza fondos de emergencia para bregar por la crisis - 31% de estudiantes en PR lleva más de nueve meses sin pagar préstamos estudiantiles - Legislatura pide 300 millones del fondo de emergencia para bregar con la sequía - Primera Hora Alcalde de Cabo Rojo anuncia que va a construir mini estado de fútbol con cumplimiento FIFA - Primera Hora UPR no sabe su presupuesto para poder firmar contratos y acuerdos con profesores - El Nuevo Día Le pagaron a los transportistas escolares - El Nuevo Día En la temporada de huracanes es vital tomar medidas para asegurar nuestra tranquilidad.Si tienes dudas, llama al 787-641-7171 Todos tienen una manera diferente de prepararse para un huracán.Lo importante es que lo hagan.Auspiciado por Universal, en nuestro servicio está la diferencia.#incluyeauspicio #universal Supremo de PR acoge demandas contra LUMA, unifica casos en recurso de certificación - El Nuevo Día JGo celebra sus 50 años con eventos de recaudación de 2500 y 250 pesos - El Nuevo Día Comienzo parcial de Amazon Dorado Costa Sur logra prender unidad 5 - Genera Obispo de Caguas pasa a ser Arzobispo de San Juan - Metro Candidato de la extrema izquierda en Michigan gana contra Stevens - Axios Irán amenazó directamente a los estados vecinos de que les va a atacar su infraestructura de vecinos - Reuters LOS DATOS DEL DÍA (cierre 5 de agosto) Brent$79.26 (-0.13%) WTI$75.69 (-0.10%) S&P 5007,736.52 (+1.79%) — récord Dow54,085.88 (+1.71%) — 1er cierre sobre 54K Nasdaq26,584.99 (+2.59%) Bono 10 años4.62% Euro/USD1.1551 (+0.17%) Gas natural$2.67/MMBtu (-0.84%) Hipoteca 30 años6.76% (máx. de ~1 año) Gasolina PR+~70% en 6 meses (contexto)

This week we had the privilege of hosting Leif Johan Sevland, President and CEO of the Offshore Northern Seas Foundation (ONS), for a Special Edition. Leif is a Norwegian business leader and former politician with a distinguished career spanning public service and the energy sector. Prior to joining ONS, Leif served as the Mayor of Stavanger from 2005 to 2011. The ONS 2026 Conference is fast approaching, taking place from August 24–27 in Stavanger, Norway. The conference is held biennially and attracts 70,000+ global industry leaders representing over 1,100 companies and 35+ countries. We were honored to host Leif to preview this year's conference, its major themes, and the trends shaping Norway's, Europe's and the world's energy landscape. In our conversation, Leif shared a preview of what attendees can expect at ONS 2026 and how this year's conference theme, Courage, is intended to challenge industry leaders to move beyond discussion and embrace decisive action in addressing the world's evolving energy needs. We explore Norway's unique position as both a leading oil and gas producer and an energy innovator, discussing how energy security, affordability, technological innovation, and shifting geopolitical dynamics are reshaping energy markets, investment priorities, and policy around the world. We examine Europe's evolving innovation ecosystem, the accelerating adoption of AI and its growing impact on power demand, renewed interest in nuclear energy, and the convergence of energy, defense, and industrial technologies. Leif emphasizes the importance of open dialogue, global collaboration, and developing the next generation of industry leaders, and shares how ONS brings together policymakers, operators, investors, entrepreneurs, and innovators to exchange ideas and help shape the future of energy. The Veriten team will be at ONS, participating in a few panels, and connecting with good friends and with some of our partner and portfolio companies that will also be in attendance. Mike Bradley started off the discussion by noting that two key market themes remained in place: lower oil prices and stronger equity markets. The 10-year Treasury yield remained range-bound, showing little directional movement. On the equity market front, the Dow Jones Industrial Average was up ~500 to 600 points on the day, with gains driven primarily by Amgen, Caterpillar, and Goldman Sachs. On the oil market front, downward pressure on crude prices continued, with WTI falling by approximately $1/bbl to around $75/bbl. The decline was driven largely by market optimism that the temporary pause in U.S. military strikes on Iran would remain in place. He noted, however, that oil prices appear increasingly oversold from a technical perspective, having declined roughly $10 to $15/bbl over the past one to two weeks. As a result, crude prices could rebound sharply should the current military pause end or geopolitical tensions re-escalate. He concluded by highlighting key takeaways from Saudi Aramco's 2Q earnings call, noting that management delivered a decidedly bullish message on the outlook for global oil markets. According to Aramco, oil markets are far tighter than many indicators/prices suggest. Aramco noted that global markets lost ~11mmbpd of supply because of the conflict and shipping disruptions; strategic reserve releases and inventory drawdowns have masked the true extent of the shortage; inventory data understates physical market tightness; global inventories have been heavily depleted and must now be rebuilt over several years; and it would take around 18 months and roughly 2.1mmbpd of incremental demand just to restore inventories to pre-conflict levels if conditions normalize immediately. We were fortunate to also have Veriten Venture Partner Karl Liapunov join and share his insights throughout the discussion. Karl is the founder of Starting Cold and is the U.S. Ecosystem Partner at Startuplab, where he previously served as Head of Energy & Climate Tech in Oslo.

Today we had the pleasure of hosting Corey Rosenbusch for a wide-ranging discussion on the fertilizer industry, global energy markets, and the geopolitical forces increasingly shaping both. Corey is the President and CEO of The Fertilizer Institute (TFI), headquartered in Arlington, Virginia. Corey joined TFI in 2020 after serving as President and CEO of the Global Cold Chain Alliance. He currently serves as Chair of the Texas A&M University Agricultural Leadership, Education & Communication Department Advisory Board and the Association Leadership Group. We were thrilled to host Corey to better understand the connections between fertilizer, natural gas, food security, and global supply chains. In our conversation, Corey provides a comprehensive overview of the global fertilizer industry and its critical connection to energy markets. He explains how natural gas serves as the essential feedstock for nitrogen fertilizer production, outlines the distinct dynamics of nitrogen, phosphate, potash, and sulfur markets, and discusses why fertilizer has become increasingly intertwined with global geopolitics, food security, and national security. We examine how disruptions in the Strait of Hormuz affected global flows of urea, ammonia, phosphate, and sulfur, why export restrictions from China and Russia have reshaped global trade, and how government subsidies, tariffs, and state-owned enterprises continue to influence fertilizer pricing and availability. Corey highlights the concentration of global fertilizer production and exports across a handful of countries and explains how those supply chains have become increasingly vulnerable to geopolitical disruption. Corey shares why current fertilizer market conditions differ from the 2022 Russia-Ukraine disruption, how weak farm economics and higher input costs are impacting U.S. growers, and why fertilizer prices are ultimately driven by global supply and demand rather than local production. We discuss the outlook for fertilizer demand, key Farm Bill provisions, including E15 and biostimulants, the competitiveness of U.S. fertilizer manufacturing, and why expanding domestic production, streamlining permitting, and maintaining access to affordable natural gas will be critical to strengthening both U.S. food security and energy security. We learned a great deal from Corey and greatly enjoyed the discussion. To start the show, Mike Bradley noted the day's market trifecta: lower bond yields, lower oil prices, and higher equity markets. The 10-year Treasury yield was trading between 4.60% and 4.65%, well below last week's high of ~4.75%. The Dow Jones Industrial Average (DJIA) was up approximately 1,000 points, driven largely by significant share price gains in Caterpillar and Goldman Sachs. These two stocks alone accounted for roughly 500 points of the DJIA's gain. He highlighted several companies scheduled to report second-quarter earnings results this week, including AMD, Disney, Eli Lilly, and SpaceX. On the oil market front, he noted that WTI crude oil prices had fallen roughly $9/bbl to ~$75-$76/bbl so far this week following a temporary pause in U.S. military strikes on Iran. While U.S. strikes are on hold for now, military action could resume at any point, contributing to heightened oil price volatility. Despite WTI declining more than 10% this week, the energy sector was down only ~1.5%. Investor focus last week was primarily on second-quarter earnings results from the U.S. integrated oil majors, Chevron and ExxonMobil, as well as refiners, with management teams indicating that global refining margins remain structurally tight. He highlighted BP's new CEO's comment that it would be "prudent" to stop thinking of BP as a traditional Big Oil supermajor and instead compete within its own weight class. He concluded by highlighting President Trump's remarks about to Chevron's and ExxonMobil's record-setting quarterly results. President Trump argued that these companies were making too much money and should return more of their profits to the public and lower retail prices. Chevron and ExxonMobil generated average second-quarter profit margins in the mid-to-high teens and have generally reported high single-digit to low-double-digit profit margins over the past three years. By comparison, large-cap tech companies reported average second-quarter profit margins of ~40% and have averaged ~45% to 50% profit margins over the last three years. Jeff Tillery added his perspective on the outlook for U.S. natural gas demand, noting that forecasts call for roughly 20 bcfd of cumulative demand growth over the next five years. While significant, he emphasized that this largely represents a continuation of trends already underway. U.S. natural gas demand increased by nearly 20 bcfd over the past five years, driven primarily by LNG exports, and he expects exports to remain the primary driver of growth going forward. While he remains constructive on the long-term natural gas demand outlook, he emphasized that the next phase is more evolutionary than transformational. 

PODCAST LAS NOTICIAS CON CALLE 4 de agosto de 2026 - Llega el fin del SSN 751, el submarino USSA San Juan - El Nuevo Día Primarias instrumentales hoy en Estados Unidos - Politico.com Otro barco es atacado por Irán en Hormuz, mientras Trump dice que es su último break antes de decapitarlos - Reuters Reunión de Emergencia en Europa tras incidente en Ceuta - FT El diésel sigue caro por la guerra  PR Genera produce electricidad quemándolo 30 millones menos para arreglar equipo de la AAA En la temporada de huracanes es vital tomar medidas para asegurar nuestra tranquilidad.Si tienes dudas, llama al 787-641-7171 Todos tienen una manera diferente de prepararse para un huracán.Lo importante es que lo hagan.Auspiciado por Universal, en nuestro servicio está la diferencia.#universal #incluyeauspicio Manifestación en el Normandi de los enca por falta de agua - El Vocero Si no llueve, viene racionamiento formal porque informal lleva tiempo - El Vocero Fuera secretario de Corrección, nombran nueva secretaria - El Nuevo Día Gobernadora miente y dice que documental de LUMA lo paga el pueblo - El Vocero DACO tiene 3344 casos activos en espera de atención - El Vocero Si no llueve esperemos lo peor dioj la gobernadora - Primera Hora Piden hincar pozos para aliviar la crisis - Primera Hora PR mejoró en las pruebas CRECE locales, veremos a ver si en las pruebas NAEP también Otro asesinato por pruebas de colindancia - Primera Hora Sujeto se dispara en el casino metro del Sheraton tras acomodarse la pistola que se le estaba cayendo y no la tenía en baqueta - Primera Hora No van multas por malgastar agua - El Nuevo Día Purga en el PPD par elegir nueva junta de gobierno - El Nuevo Día Invierten en aeropuerto privado de PR al lado del público  El Nuevo DíaSan Juan Cruise Port vuelve a decir que van a lograr rehabilitar el muelle 1 de San Juan con fondos CDBG, gobierno anunció 98 millones - El Nuevo Dia USA sale al rescate del yen japonés - Reuters Trump vs. las petroleras - Las acusa de "ganar demasiado" -  Exxon dobló ganancias interanuales; Chevron marcó récord tras guerra de Irán 25 estados demócratas demandan a Trump por los nuevos aranceles. La Tax Foundation calcula un golpe de ~$1,000 por hogar en 2025.La "Truth API" de Trump - Cobra a firmas de trading de alta frecuencia hasta $1.2M al año por ver sus posts milisegundos antes que el público. Un conflicto de interés monumental - LOS DATOS DEL DÍA (cierre lunes 3 de agosto) Brent$83.82 / barril (−4.7%) WTI~$81.75 (+1.8% martes AM) S&P 5007,489.72 (+0.7%) Dow52,485.03 (+0.5%, +277 pts) Bono 10 años4.70% Euro / USD1.154 Gas natural$2.77 / MMBtu Hipoteca 30 años~6.93%

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US equity futures are trading higher, with the S&P up around 0.6%. Bonds are firmer, with the US 10-year yield down 2 bps at 4.7% and the Bund down 5 bps at 3.2%. The dollar is mixed, firmer against the euro, sterling, and the Aussie, but under pressure versus the yen following FX intervention. In commodities, oil is notably weaker, with WTI crude down 6.5% below $80 a barrel, while gold is trading firmer and industrial metals are mostly lower. Bitcoin is also lower. Market sentiment is benefiting from news that President Trump called off planned strikes against Iran to allow room for negotiations over Strait of Hormuz. Trump said talks would begin Monday and posted parameters of deal have been agreed to. Iran echoed by noting an agreement on Strait of Hormuz close. Companied mentioned: AstraZeneca, BMS, Shell Plc, Blackstone

Iran wants to play this out past the midterms at a minimum to hurt President Trump politically as much as possible. But do they have the ability to do such a thing? As I've said right along...price is truth – so pay attention to the price of WTI crude – it'll tell you most of the story in the day-to-day from here. The history of this conflict, and the inability to trust 12th-Imaming terrorists with any kind of a deal suggests this oasis is a mirage. However, the underlying factors suggest it just may be possible that what's on the horizon is one of the 494 Iranian oases. 

PODCAST LAS NOTICIAS CON CALLE DE 31 DE JULIO - Aunque cabildeado por Politank gobierno dice que va a cancelarle el contrato a Physician Correccional - El Vocero Viene estado de emergencia el lunes por sequía - El Vocero Zar de Energía advierte que Genera no contestó y LUMA sí contestó requerimientos de explicar daños - El Vocero Justicia dice que fue un accidente la muerte de Cotto Cartagena - Jay Fonseca PR Gobernadora dice que tiene vergüenza ajena por falta de aumento de sueldo de policías, culpa a la Junta - El Vocero En la temporada de huracanes es vital tomar medidas para asegurar nuestra tranquilidad.Si tienes dudas, llama al 787-641-7171 Todos tienen una manera diferente de prepararse para un huracán.Lo importante es que lo hagan.Auspiciado por Universal, en nuestro servicio está la diferencia.#universal #incluyeauspicio Gobernadora dice que ahora sí va contra el impuesto de inventario - El Nuevo Día Fuera presidente de la Inter luego de que la Escuela de Optometría perder acreditación - El Nuevo Día 5800 maestros siguen esperando pagos de carrera magisterial - El Nuevo Día Fox News reporta asesinatos horrible en PR y familia busca ayuda para hacer investigación privada - El Nuevo Día  Científico boricua logra que asteroide lleve su nombre por sus logros de astronomía - El Nuevo Día Farmacéuticas ya casi no crean empleos - El Nuevo Día Múltiples muertos en zona española de Marruecos La guerra EEUU-Irán se expande — primer ataque con dron en Egipto (puerto de Damietta). Petróleo +20% en julio - Bloomberg Venezuela no se la pone fácil a empresas americanas para sacar petróleo donde ellas entienden que hay más billete - WSJTrump plantea acuerdo de paz con Hamas e Israel, Congreso no logra frenar guerra de Irán - Axios Google seca a los medios (−34% de tráfico). Afecta la supervivencia del periodismo local - Bloomberg LOS DATOS DEL DÍA (cierre 30 julio 2026) Brent~$90.04/barril (−0.8%) WTI~$83.89/barril · +20% en julio Diésel EEUU (retail)$5.31/galón S&P 5007,437.64 (+1.7%) Dow Jones52,208.06 (+1.2%) Bono 10 años4.69% Bono 30 años~5.24% (máx. desde 2007) Gas natural (Henry Hub)~$3.29/MMBtu Hipoteca 30 años6.66% (Freddie Mac

US equity futures are higher, while Asian markets are broadly higher and European equities are firmer and trading near record highs. Oil is lower with WTI crude down 2% near 82 dollars level. Markets are supported by a renewed bid in the AI trade following recent volatility, with improved sentiment driven by better takeaways from major US tech earnings, particularly in cloud and AI demand. At the same time, easing rate pressures and a pullback in oil prices are helping risk appetite, while central bank signals remain mixed. Market looking through Middle East developments despite more military strikes. Elsewhere, Trump announced that deal has reached for Hamas to disarm and Israel to withdraw forces in structured phases.Companies Mentioned: TSMC, Intel, Tesla, HSBC

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Brian Szytel recaps a sharp market reversal day as prior rotation out of semiconductors flipped into a strong tech rebound, with semis up about 7% and several large names rising 10–15%. The Dow gained 613 points (+1.2%), the S&P 500 rose 1.7%, and the Nasdaq climbed 2.8%. A major software company posted blowout earnings and surged 16%—adding roughly $490B in market cap—though the broader software sector was down, making it an outlier. Despite escalations in the Iran war, WTI oil fell about 1%. He addresses an inflation question, distinguishing relative price shocks (tariffs/supply disruptions) from inflation as a broader monetary phenomenon, noting demand-pull, cost-push, and money-supply dynamics. Economic data included Q2 GDP at 1.5% (below expectations), jobless claims at 197K, PCE in line (headline 3.7% y/y; core 3.3% y/y), personal income +0.2%, and consumer spending +0.3%. 00:00 Market Reversal Recap 00:59 Tech and Earnings Surge 01:49 Oil and Geopolitics Oddities 02:03 What Inflation Really Means 03:16 Three Types of Inflation 03:30 Economic Data Rundown 04:41 Fed Outlook and Wrap Up 05:27 Closing and Tomorrow Preview Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

A.M. Edition for July 29. Oil prices rise after Iran launches a surprise missile attack on U.S. forces. Plus, Europe's luxury brands try to move past years of sluggish demand. And as Meta spends big on its AI transformation—technology CEO Mark Zuckerberg says the U.S. should help to accelerate—Journal reporter Meghan Bobrowsky says a host of lawsuits could cost it billions. Luke Vargas hosts. Sign up for the WSJ's free What's News newsletter. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Matty A. and Ryan Breedwell dive into a packed week for the financial markets, starting with predictions for the upcoming FOMC rate decision and the impact of the ongoing Iran conflict on global oil prices. They explore how inflation and geopolitical tensions are keeping the S&P 500 range-bound, while highlighting crucial earnings reports from major AI and semiconductor companies like SanDisk, Seagate, and Nvidia.The hosts also analyze the recent spike in United States real estate foreclosures, breaking down why record-high homeowner equity and supply shortages mean a housing crash is highly unlikely. Finally, the conversation shifts to digital assets, discussing the Crypto Clarity Act, the regulatory threat to meme coins, and how tokenization could soon reshape institutional finance.KEY TOPICS DISCUSSEDFOMC rate hike probabilities and Citadel's surprise hike prediction.Impact of the Iran conflict on global oil prices and WTI trends.Semiconductor stock pullbacks and AI data storage investments.Q2 tech earnings expectations for Meta, Apple, and Microsoft.Analysis of rising United States real estate foreclosures compared to 2019.Record homeowner equity and the national housing supply shortage.The Crypto Clarity Act and the future of real world asset tokenization.Regulatory crackdowns on meme coin markets and platforms like PumpFun.KEY TAKEAWAYSA surprise FOMC rate hike is highly unlikely given current market conditions, despite some hawkish institutional forecasts.Geopolitical energy shocks are being digested faster by the market, with oil prices retreating sharply after recent spikes.Semiconductor and memory storage companies present strong buy opportunities as they continue to beat earnings despite broader tech sector pullbacks.The current real estate market is insulated from a crash due to a massive 11 trillion dollars in tappable equity and pervasive sub-6 percent mortgage rates.The impending Crypto Clarity Act will likely eliminate unregulated meme coin exchanges while attracting trillions in institutional capital to legitimate tokenization projects.CONNECT & TAKE ACTIONImagos Income Fund: Text "INCOME" or "DEALS" to 844-447-1555 to learn more about Matty A's private debt fund targeting 10% fixed returns paid out monthly.

PODCAST LAS NOTICIAS CON CALLE DE 29 DE JULIO - Mega apagón dejó a cuatro cientos sin luz luego de problemas en Aguirre y EcoEléctrica, logran restablecer en madrugada - Zar de Energía Arabia Saudita ataca a Irán aumentando el conflicto, China le vende 400 lanzadores antiaéreos a Irán - Reuters La Fed decide hoy si sube o no tasa de interés bajo el nuevo presidente de la reserva JGo dice que no van multas por mal usar el agua - El Vocero Estancado todavía mover el cementerio de Lares, 120 millones asignados - El Vocero JGo dice que busca un nuevo movimiento hacia la estadidad, pero sin plebiscitos - El Vocero Diésel sobre $5/galón y gasolina sobre $4 en EEUU; Rusia suspendió sus exportaciones.Otro banco internacional usa a PR para lavar dinero y entra a investigación de OCIF - El Nuevo Día El Caribe militarizado suman ≥221 muertos en aguas del Caribe por ataques de Ejército de USA, pero no baja el narcotráfico  Alcaldes del PNP en Guaynabo y Bayamón dicen que no a primarias por ahora - Primera HoraNO se fiscaliza las neveritas de foam en las playas - El Nuevo Día Juez dice que no a perentoria en caso Elvia - El Nuevo Día Casi imposible conseguir un jurado en caso Antho - El Nuevo Día Muchos de ustedes se están preparando para volver a la rutina, comprando los materiales para la escuela, la universidad o hasta el trabajo. Para ayudarte T-Mobile trajo la oferta de back-to-school: un iPhone 17 Pro más un Apple Watch SE 3, ¡por la casa, sin trade-in!Arranca con equipo nuevo y beneficios que otros no te dancomo hotspot ilimitado, streaming incluido, internet y textos ilimitados cuando viajas sin costo adicional.• También te puedes llevar el iPad A16 por solo $199 via créditos a tú factura más impuestos. • Cámbiate en solo 15 minutos en el app de T-Life y regresabien conectado.• Solo con T-Mobile, la mejor red móvil en Puerto Rico.• Requiere plan de financiamiento y servicio elegible. Restricciones aplican.#tmobile#incluyeauspicio 5 mil policías que no recibieron aumentos están por el techo con la gobernadora tras promesas - Metro Baja el precio del petróleo, mientras petroleras duplican sus ganancias desde la guerra de Irán - Semafor Apple quiere que le pagues para siempre en leasing mensual ante aumento de precios - El Vocero Podríamos romper el récord de calor hoy otra vez - Metro Comerciantes de la Placita reunidos por caso de agresión sexual en negocio con turista de California - El Vocero Radicarán cargos a Eddie Manzo por guiar borracho - El Vocero Hoy sin agua Bayamón y Guaynabo por trabajos en finca Rosso - Primera Hora LOS DATOS DEL DÍA (cierre 28 de julio)Brent~$87.53 (-0.94% mar.; saltando ~+5% hoy por Irán)WTI~$83 (+5% hoy)Diésel EEUU$5.31/gal · Gasolina EEUU $4.10/galCombustible PRDiésel ~$1.25–$1.33/L · Gasolina reg. ~$1.05–$1.10/L (DACO)S&P 5007,413.18 (+0.02%)Dow52,210.08 (+0.5%, +262 pts)Nasdaq24,876.91 (-0.22%)Bono 10Y~4.6% · Euro/USD 1.1366Gas natural$2.72/MMBtu (-1.75%) · Hipoteca 30Y 6.62%

Brian Szytel hosts Dividend Cafe on Wednesday, July 29, describing a volatile “Fed day” as the FOMC held Fed funds unchanged at 3.50%–3.75%. Markets swung sharply and finished broadly lower, with the Dow down 1,153 points (about 2%), the S&P 500 down 1.5%, and Nasdaq down 1.7%, alongside higher rates, rising Middle East tensions involving the U.S. and Iran, and WTI up nearly 7%. He notes a dramatically steepening yield curve, reduced reliance on forward guidance as described by Warsh, and futures implying a 53% chance of a September hike and 31 bps of hikes through year-end. He highlights a divided Fed with three dissenters and discusses a question comparing AI hyperscalers to GFC-era “systemically important” financials, contrasting past equity wipeouts with proposals for government equity participation in AI firms. 00:00 Welcome and Fed Day 00:43 Market Whipsaw Recap 01:17 Rates Oil and Geopolitics 01:38 Yield Curve and Fed Signals 03:01 AI Bailout Question 03:30 GFC Parallels and Differences 04:28 Wrap Up and Takeaways Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

Ben and Tom discuss the growing Fed infighting reported by WSJ's Nick Timiraos with Governor Chris Waller openly challenging new Fed Chair Kevin Warsh at a dinner over his five new outside expert task forces on communications, inflation framework, asset holdings, data, and AI's impact on productivity, Warsh's notable silence on economic shocks despite the changed environment, the AIA Architecture Billings Index staying below 50 for 41 straight months in one of the longest downturns on record, oil falling as Iran hosts a diplomatic call with Saudi Arabia and Oman with WTI down to $80, chips getting smashed again on Korea weakness and China competition, and Trump's packed schedule meeting Zelensky and Netanyahu before Lindsey Graham's funeral.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

PODCAST LAS NOTICIAS CON CALLE DE 27 DE JULIO - BDE quiere prestarle dinero a los médicos para establecer sus clínicas y negocios - El Vocero Pablo José plantea limitar donativos en cash, donativos anónimos, donativos de contratistas del gobierno y divulgar patrono de donantes - Metro El crudo colapsa tras la pausa Irán-EE.UU.Negociado de Energía regaña a Genera por no ser diligente en Planta de Mayagüez - El Nuevo Día Gobierno anuncia inversión federal de 1.2 billones para la rehabilitación de generación, baterías Tesla y nuevas turbinas de respuesta rápida - Noticel USA e Irán dejan de atacarse otra vez - Washington Post Ya van más de 300 mil evacuados en Francia y España por fuegos forestales - CNNBuscan sacar del mar cientos de embarcaciones abandonadas en el mar, pero es demasiado caro - El Vocero 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...Sabroso#martinsbbq#incluyeauspicio 56% de los boricuas votaría por candidatos que endosen la estadidad - El Vocero Buscan más dinero porque 5500 policías no recibieron mejor sueldo - El Vocero Oficialmente tenemos el sexto boricua inmortal del baseball Irán atacaría a Ucrania tras ataque de Ucrania a barco de Irán hacia Rusia en el Caspio - AlJazeera Estudio dice que la mayoría de la gente parte de la premisa de que los políticos son corruptos - Primera Hora Boricua gana Miss Petite Global Polvo del Sahara cambia flora intestinal y vaginal en PR según estudio de Ciencias Médicas - El Nuevo Día Sin agua o sin presión en Bayamón y Guaynabo de miércoles a viernes por trabajos en Finca Rosso - El Nuevo Día La Claque del mensaje de Pablo José - El Nuevo Día Problemas de energía recientes ha sido por patio de interruptores de Costa Sur - El Nuevo Día Candidata al congreso endosada por Mamdani apoya la independencia para PR, pero Ritchie Torres el congresista boricua le dice que eso nos toca a los boricuas - El Nuevo Día Cuerpo de Ingenieros de USA despejará vegetación de líneas grandes de transmisión - El Nuevo Día Estancado el redesarrollo de Los Alamos en Guaynabo, 365 viviendas paradas - El Nuevo Día Dos escuelas serán adoptadas por los jefes de agencia - Noticel Carraízo entra en nivel de ajuste - Metro LOS DATOS DEL DÍA (cierre viernes 24 jul) Brent~$96.78/bbl (-~4% vie) · lunes AM -7%+ → ~$88-89 WTI~$83 lunes AM (tras la tregua) S&P 5007,411.98 (+0.05%) Dow51,947.25 (+0.5%) Bono 10Y4.69% (máx. ~18 meses; ~4.64% lunes) Hipoteca 30Y6.58% (máx. desde agosto) Gasolina PR (DACO 22 jul)regular $1.05-$1.10/L · diésel $1.25-$1.33/L Gas natural (Henry Hub)~$3.20/MMBtu (aprox., sin cierre vie. confirmado)

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.

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Our watery friends are consuming some unexpected stuff. And the results are astonishing. — 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

In this Dividend Cafe Thursday episode, Brian Szytel recaps a broad market selloff with stocks and bonds down as the Dow fell nearly 600 points, the S&P 500 dropped 1.5%, and the Nasdaq slid 2.4% while the 10-year yield rose about four basis points to 4.7%. He attributes pressure to escalating Middle East tensions after a Houthi attack in the Red Sea, driving oil sharply higher (WTI up 6% near $92 and Brent up 7% above $100), and to disappointing earnings from bellwether tech names Google and Tesla, with Google showing negative free cash flow amid heavy CapEx. He notes markets are only about 4% off highs, cautions that volatility is normal, questions the usefulness of the Shiller CAPE given decades of “overvaluation,” and highlights very strong weekly jobless claims (187, lowest since 1969), which could raise the odds of a Fed hike. 00:00 Market Wrap Overview 00:52 Oil Shock and Rates Rise 01:27 Earnings Hit Tech Leaders 02:49 Volatility and Drawdown Reality 03:36 Shiller CAPE Debate 04:06 Jobs Data and Fed Outlook 04:54 Sign Off and Disclosures Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

On Wednesday, July 22, Brian Szytel reports a quiet, mostly flat market day: the Dow and S&P 500 were flat, the Nasdaq fell about 0.4%, the 10-year Treasury yield rose roughly three basis points to 4.66%, and WTI oil gained about 2.5% amid continued Middle East turmoil. With no economic news, he discusses a Goldman Sachs white paper on global demographics, noting slowing or negative population growth in the developed world (Japan and China already peaked; Europe close), and that U.S. demographics are relatively better due to immigration, supporting a premium equity multiple alongside higher productivity. He also notes U.S. multinationals' foreign revenue share has declined since the 2010s. Finally, he explains the S&P can be positive while momentum/semiconductor names enter a bear market because money rotated into other sectors, shown by equal-weight S&P strength versus cap-weight weakness. 00:00 Market Wrap Snooze Fest 00:48 Why So Quiet Today 01:14 Goldman Demographics Paper 02:00 GDP Growth Headwinds 03:14 Emerging Markets Reality Check 03:52 US Valuation Premium Case 04:21 Global Revenue And Dollar Talk 04:52 Tech Bear Market Question 05:16 Rotation Explains The S&P 05:53 Closing Thoughts And Thanks Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

PODCAST LAS NOTICIAS CON CALLE DE 21 DE JULIO -  Regresan las multas de AutoExpreso - El Vocero Hutíes plantean cerrar paso a barcos de Arabia Saudita disparando el precio del petróleo a 90 - BBC Miguel Romero pide sacar a Itza García y a Francisco Domenech - TeleOnce Nuevo operador para inspeccionnes de carros otra vez empieza el proceso - El Vocero Brasil le pasa a USA como exportador de alimentos mundial - Semafor  Quieren limitar la ciudadanía americana a nacidos en territorios de USA - El Nuevo Día Acuden al tribunal federal para ayudar a que PR no tenga que pagar la deuda y advierten que es falso que afectemos al mercado municipal de bonos - El Nuevo Día Un momento para WindMar Home — la empresa con más de 20 años protegiendo los hogares puertorriqueños.Solar para bajar tu factura. Techo para proteger tu inversión. Agua para que nunca te quedes sin — especialmente con las sequías que se aproximan. Y batería para total independencia energética.Todo bajo una misma empresa. Un solo llamado. Llama al 787-489-1155 o visita windmarhome.comWindMar Home — los que se preparan hoy , duermen tranquilos mañana.#windmarhome#windmar #incluyeauspicio Se disparan los impagos en préstamos estudiantiles, PR lidera todo USA  - El Nuevo Dia Frutos exóticos en San Sebastián, boricua siempre montones de frutas que se dan en PR que nadie imaginaría que se dan aquí - Primera Hora Carraízo, Cidra, Matrullas y Loco entran a embalses de observación por falta de lluvia - Primera Hora Hogar de envejecientes ceierra tras estar operando sin permiso - WAPA Federales arrestan sujeto por estar amenazando a pentecostales, judíos, soldados americanos y otros - Noticel Muere Granados Navedo, exvicepresidente de la Cámara bajo el PNP - Metro Trump vuelve a meterle aranceles a Canadá de 50%, papas y varios productos LOS DATOS DEL DÍABrent~$89/barril · tocó $90 WTI~$83/barril Gasolina EE.UU. (retail)>$4.00/galón (+13¢ semana) S&P 5007,443.28 (−0.19%) Dow Jones51,839.26 (−0.59%) Nasdaq25,508.07 (−0.05%) Bono 10 años4.59% Gas natural (Henry Hub)~$3.70/MMBtu (prom. 2026, EIA)Euro/USD e hipoteca 30 añossin confirmar hoyCierre del 20 de julio. En PR (DACO, mediados de julio): gasolina regular ~$1.05-$1.10/litro, diésel ~$1.23-$1.32/litro.

Marty's back on the shore house porch just as the Middle East flares up again. Marty and John dig into WTI and Brent back in the 80s, the SPR hitting 43 days, and why GCC countries are racing to bypass the Strait of Hormuz. They also get into the US as a helium winner, the Fed trying to have it both ways on forward guidance and inflation, and why Kimi K3 is exposing the strategic risk of nerfed frontier models. They also touch on Jevons Paradox in AI inference, whether sovereigns will end up backstopping training spend, and Bitcoin hovering around 64k with the strategic reserve bill finally hitting committee.

After recapping the Weekend in Fun, Dave and Will fill us in on their electric finish at the West Texas Invitational, then the UFC debacle and we have an old man getting upended by a bison in Yellowstone. Support us on Patreon and receive weekly episodes for as low $5 per month: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.patreon.com/circlingbackpodcast⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Watch all of our full episodes on Spotify: ⁠⁠⁠⁠⁠⁠https://open.spotify.com/show/6GWLSnyJKGMDIWsYC0RBG2?si=f9e2bcc01d2a4573&nd=1&dlsi=dd35daf7973642a1⁠⁠⁠⁠⁠⁠ Watch all of our full episodes on YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.youtube.com/washedmedia⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Shop Washed Merch: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.washedmedia.shop⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ • (00:00) Fun & Easy Banter • (11:50) Recapping This Weekend in Fun • (25:20) Will and Dave's electric WTI story • (1:06:00) UFC • (1:15:10) Bison & Cobras on the loose Support This Episode's Sponsors: - BetterHelp: Start therapy with BetterHelp. Sign up and get 10% at https://betterhelp.com/circling - Poncho: Go to ⁠⁠https://ponchooutdoors.com/STEAM⁠⁠ for $10 off your first order and free shipping. - Squarespace: Check out ⁠⁠⁠https://squarespace.com/steam⁠⁠⁠ for a free trial, and when you're ready to launch, use OFFER CODE: STEAM to save 10% off your first purchase of a website or domain. - Lola Blankets: Head to https://lolablankets.com/ and use code STEAM to get 40% OFF your order Learn more about your ad choices. Visit megaphone.fm/adchoices