Podcasts about wti

Price Action Trader - Curso en Vivo | 24 al 26 de Noviembre 2025. Mas información sobre el curso Aquí!

I'm serving up some favorites! Grab a plate for ancient ceremonies and a medical case for the ages.  — 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

Today we had the opportunity to host Jim Bride, President of Energy Tariff Experts (ETE). We became familiar with Jim after reading his report on power generation costs and impacts on electric bills earlier this year (linked here). Jim founded ETE in 2013 to provide expert consulting, data products, and analysis related to retail electricity, natural gas, and water rates. Before founding ETE, Jim served as a Portfolio Manager at EnerNOC and earlier in his career worked as an environmental professional at Tetra Tech EMI, focused on EPA Superfund investigations and brownfield remediation. ETE helps clients navigate the complex world of energy rates by providing actionable data and insights on utility pricing structures to facilitate efficient capital deployment, reduce energy expenses, and enhance the performance of distributed energy resource management systems. We were thrilled to visit with Jim to discuss ETE's report and the power landscape more broadly. In our conversation, we begin by exploring how rising power prices, especially in the PJM market, are gaining political attention. Jim then provides a brief history of the utility sector, tracing the deregulation movement that began in the 1980s and ultimately reshaped the industry into separate components for generation, transmission, and distribution. We discuss how each of these components, along with public-policy charges like renewable mandates or green standards, contribute to PJM customers' bills. Jim describes his team's extensive effort to reconstruct 12 years of utility tariff data to understand which costs have been driving recent increases. Their findings show that while generation costs had broadly fallen for a decade due to cheap shale-driven natural gas and competitive markets, only spiking briefly during the Ukraine-related gas price surge, transmission charges have grown significantly as utilities invest heavily in new and replacement infrastructure under favorable FERC rules. In states like New Jersey and Maryland, public-policy charges tied to decarbonization mandates have also risen meaningfully. The result is that today's higher bills stem mainly from transmission spending and policy add-ons, not from generation itself, though all components interact. The discussion closes with reflections on aging grid assets, rising load from electrification and data centers, and how future planning and policy choices will shape costs going forward. It was a meaty conversation and we greatly appreciate Jim joining us. To start the show, Mike Bradley highlighted that markets over the last week can best be described as “wobbly” due to growing interest rate cut concerns, continued broader market valuation concerns, and AI/Tech equity exhaustion. On the bond market front, the 10-year bond yield has crept up recently to just over 4.1% on concerns that the Fed may not cut interest rates at their December FOMC Meeting. The odds of a December rate cut have fallen from ~75% just a few weeks ago to ~50% today. Over the last month, Bitcoin has plunged from a peak of ~$125k to ~$90k, which also implies there's a bit of a risk-off trade occurring. On the broader equity market front, the S&P 500 is down ~3% over the last week (down ~5% from recent highs) and seems to have lost its long-held trading momentum. Big6 AI/Tech stocks are down ~11% from recent all-time highs and both the S&P 500 and Big6 AI/Tech stocks are nearing technically oversold levels, which hasn't been seen since the April tariff scare. NVIDIA will report its Q3 results after the close on Wednesday, and it will be a huge test to see whether Big AI/Tech equities will continue to be the broader equity market leaders. On the oil market front, the WTI price continues to hold the $60/bbl level, with the biggest overhang continuing to be the size of the 2026 global oil supply surplus. The IEA

My friend Rob Montz of Good Kid Productions stopped by to talk to me about his latest documentary, Paradise Abandoned: Inside the Pacific Palisades Fire, in which Rob tells the tale of losing his childhood home in the fires. The doc is screening on November 23, 2025 at Santa Monica's Morgan-Wixson Theater in Los Angeles. (RSVP here) Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d  Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices

My friend Rob Montz of Good Kid Productions stopped by to talk to me about his latest documentary, Paradise Abandoned: Inside the Pacific Palisades Fire, in which Rob tells the tale of losing his childhood home in the fires. The doc is screening on November 23, 2025 at Santa Monica's Morgan-Wixson Theater in Los Angeles. (RSVP here) Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d  Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices

My friend Rob Montz of Good Kid Productions stopped by to talk to me about his latest documentary, Paradise Abandoned: Inside the Pacific Palisades Fire, in which Rob tells the tale of losing his childhood home in the fires. The doc is screening on November 23, 2025 at Santa Monica's Morgan-Wixson Theater in Los Angeles. (RSVP here) Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d  Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices

In this week's episode of Trading Corner, the team breaks down one of the most dramatic weeks the physical crude market has seen in years. We explore the sharp sell-off in Dated Brent, the mechanics behind a major trade-house's aggressive positioning, and how just a handful of unplaced cargoes triggered a cascade through differentials and spreads.From the collapse in WTI and Forties diffs, to the sudden rebound driven by refiners emerging from maintenance, we map out how liquidity, sanctions headlines, and curve imbalances set the stage for extreme volatility. On the product side, we look at the sharp correction in margins, jittery gasoline demand, and why gasoil remains the key complex to watch heading into winter.With colder weather approaching, shifting refinery capacity, and persistent supply-demand uncertainty, the hosts outline their positioning views—from long TI/Brent boxes to back-end margin plays—and explain what they expect heading into December and beyond.#OilMarkets #CrudeTrading #DatedBrent #EnergyMarkets #CommodityTrading #OilPriceAction #RefiningMargins #BrentSpreads #WTI #GasOil #EnergyTrading #MarketVolatility #OilSanctions #PhysicalCrude #ProductMarkets #WinterDemand #TradingCorner #MacroEnergy #OilAnalytics #CommodityInsights

Big moves across the risk markets this week. Bitcoin and crypto hammered. Repo back on the menu. WTI full contango (briefly). Plus, top officials at the New York Fed soft confirming the start of the next  not-QE QE. What does it all mean?Eurodollar University's conversation w/Steve Van MetreWhat is a Eurodollar University membership? It's where understanding the monetary world isn't a mystery—it's a method. If you're serious about your financial education and want clarity in a world of volatility and massive uncertainty, you're in the right place. Mainstream education has left so many massive gaps on the most foundational concepts, making sense of everything is practically impossible otherwise.  With our memberships, we'll fill in everything that you've been missing. https://eurodollar.university/memberships https://www.eurodollar.universityTwitter: https://twitter.com/JeffSnider_EDU

Les stocks de pétrole s'accumulent sur les mers et les océans en cette fin d'année 2025. Il y a aujourd'hui 1,3 milliard de barils chargés sur des pétroliers, soit l'équivalent de presque deux semaines de consommation. C'est un record depuis 2020. On peut trouver en mer du pétrole déjà vendu, en cours d'acheminement, et du pétrole en attente d'être acheté, qui est stocké. Sur leurs écrans, les sociétés de suivi maritime savent repérer ces pétroliers qui sont immobiles plusieurs jours et qui constituent des stocks flottants.   Depuis le mois de septembre, on est passé de 1,1 à 1,3 milliard de barils en mer, selon les derniers chiffres du cabinet de suivi maritime Kpler, et 30 % de cette hausse représente du pétrole sous sanction. L'augmentation des volumes de pétrole en mer mobilise un nombre plus grand de navires et a fait grimper les taux de fret pour les pétroliers ces dernières semaines. Hausse notable depuis septembre Depuis le mois de septembre, 200 millions de barils sont venus s'ajouter aux volumes déjà chargés et sur l'eau. Certaines raffineries privées chinoises ont épuisé leur quota annuel d'importation et ont dû interrompre temporairement leurs achats? C'est une première explication. Il y a aussi les sanctions américaines prises mi-octobre sur le terminal pétrolier chinois de  Rizhao – qui représente 10% des importations de pétrole en Chine. Elles ont augmenté la congestion sur l'eau, explique Homayoun Falakshahi chef analyste pétrole chez Kpler. L'augmentation des volumes en mer illustre aussi le refus de certains importateurs de décharger des cargaisons de pétrole russe suite aux dernières sanctions occidentales, même si les flux vers l'Inde n'ont pour l'instant pas cessé.  Autre raison : les pétroles indexés sur les références européennes (brent) et américaines (WTI) affichent, depuis octobre, un prix plus bas que le brut de la région du Golfe (référence Dubaï). Cet avantage de prix a séduit les acheteurs asiatiques, qui ont commandé plus. Les trajets des pays d'origine concernés, vers l'Asie, sont plus longs, ce qui contribue à augmenter le nombre de navires sur l'eau.  Baisse sur les prix, mais pas trop Cette quantité de pétrole sur l'eau est susceptible de faire baisser les prix, mais cette hausse est à relativiser : dans ces volumes, il y a une proportion importante de pétrole sous sanction, qui n'est destinée qu'à un nombre limité d'acheteurs. Les prix sur ce marché « parallèle » n'ont que peu d'impact sur les cours mondiaux. « Plus la part de pétrole sous sanction est importante dans ces volumes sur l'eau, moins cela a d'impact sur le marché général », précise l'expert de Kpler.

Price Action Trader - Curso en Vivo | 24 al 26 de Noviembre 2025. Mas información sobre el curso Aquí!

Pull up a chair and strap in. We're about to get up and personal with creatures who prove Nature will do whatever it damn well wants. — 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

For you louvers on the go, here's a quick hit of The Lou Perez Podcast. I talk with Próspera's vice president of growth, Lonis. What is Próspera — and how many ways do I manage to pronounce it in 30 minutes? Listen to find out. We talk about the startup zone on Honduras's island of Roatán, its many challenges, and overall what it's like to run a libertarian experiment of a free city. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d  Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices

For you louvers on the go, here's a quick hit of The Lou Perez Podcast. I talk with Próspera's vice president of growth, Lonis. What is Próspera — and how many ways do I manage to pronounce it in 30 minutes? Listen to find out. We talk about the startup zone on Honduras's island of Roatán, its many challenges, and overall what it's like to run a libertarian experiment of a free city. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d  Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices

Meet & Trade - Tu cita mensual con el Mercado este 12 de Noviembre! No te lo pierdas! Mas info clic Aquí!!

Prepare yourself for carnage and necks so overwhelming you may need to sit down.  — 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

Today we were delighted to welcome Dr. Anas Alhajji, Managing Partner of Energy Outlook Advisors and Author of the Energy Outlook Advisors Substack (linked here). Dr. Alhajji is a leading expert on global energy markets. He advises governments, companies, financial institutions, and investors on oil and gas outlooks, energy geopolitics, energy security, and the impact of disruptive technologies on supply and demand. Anas previously served as Chief Economist at NGP Energy Capital Management and taught economics at the University of Oklahoma, the Colorado School of Mines, and Ohio Northern University. He holds an M.A. and Ph.D. in Economics, with a specialization in energy economics and policy. We were thrilled to hear his insights on the oil markets and beyond. In our conversation, Anas explains why mainstream oil-market commentary often falls short, how OPEC's role is to match supply and demand, and shares on-the-ground sentiment from ADIPEC including a focus on AI and “energy addition, not transition,” with OPEC's outlook seeing demand rising toward ~123 mmb/d. We discuss structural demand drivers including urbanization, immigration, rising incomes, and AI/data centers plus autonomous vehicles and the equity valuation puzzle amid inventories and spare capacity. Anas details the “oil on the water” debate including why recent headline numbers were overstated and how different factors from Iranian tankers suddenly broadcasting their transponders, Saudi barrels routed to Egypt but for Saudi-owned storage, Brazilian cargoes diverted to China, slower ship speeds, and others all swell oil-at-sea without adding supply. We explore how Aramco and ADNOC are evolving into global energy companies, why Saudi is leaning on renewables and nuclear to free oil for export, what to make of Saudi rigs and capacity, and why demand analysis should prioritize growth rates over absolute levels given definitional differences and the IEA's repeated upward revisions. Anas argues the IEA has persistently underestimated demand (including major multi-year revisions), contrasts IEA growth figures with stronger observed U.S. demand, and notes record U.S. crude without shale growth. We also touch on SPR strategy, why Anas believes the large 2022 release worked, his critique of “circular information” among agencies, banks, and media plus conformity shaping bearish narratives, the limited efficacy of current sanctions regimes, and much more. It was a wide-ranging discussion and we're grateful to Anas for sharing his expertise with us. To start the show, Mike Bradley noted that the U.S. Government shutdown has reached Day 35, tying the previous record set during President Trump's first term. In oil markets, WTI continues to hover around $60/bbl and is still being impacted by 2026 global oil supply concerns. OPEC+ agreed to raise December oil production by 137kbpd (consensus) but will pause oil production increments in January, February, and March. On the broader equity market front, the S&P 500 is down ~1% this week and looks to be losing some trading momentum after a huge recent run. Many of the Big6 AI/Tech stocks reported Q3 results last week, which were generally solid with AI capex spending budgets heading higher as expected. Over the last week or so, these same AI/Tech stocks were down 3-5% (on average) due to both growing valuation concerns and sustainability of this AI rally. These Big Tech stocks make up >35% of the S&P 500 market-cap, and if they sneeze, markets could catch a cold. Aramco reported quarterly results this week and struck a pretty constructive tone with one of its key highlights this quarter being an increase in their natural gas production capacity growth target (by 2030) to 80% up from 60%. On the E&P equity front, gassy E&Ps have been pretty constructive but aren't leaning into gas growth just yet, while oily E&Ps are taking a more cau

This episode of The Lou Perez Podcast is a collaboration with The Matt Balaker Podcast. We talk about blocking cowards on Facebook, Charlie Kirk, living in bubbles, and my roadtrip with Scott Thompson (The Kids in the Hall, The Larry Sanders Show, Buddy Cole)—a highlight of my life that I still haven't fully processed. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d  Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices

Join us for a special Coffee Conversations, sponsored by Weatherproofing Technologies, Inc. (WTI), a division of Tremco, that highlights the ELEVATE Second Chance Program. Founded in 2019, WTI partners with Departments of Correction to deliver localized training, re-entry support and clear career paths into construction for people previously incarcerated. Participants gain access to competitive wages, benefits, safety gear, OSHA 10 certification and even free tuition opportunities. This conversation explores how second chance hiring restores confidence, supports re-entry into the workforce and helps the roofing industry address labor shortages while building a stronger, more inclusive future. Join us for this revolutionary conversation on October 30, 2025, at 7 a.m. PT / 10 a.m. ET.   Learn more at RoofersCoffeeShop.com!  https://www.rooferscoffeeshop.com/     Are you a contractor looking for resources? Become an R-Club Member today! https://www.rooferscoffeeshop.com/rcs-club-sign-up     Sign up for the Week in Roofing!  https://www.rooferscoffeeshop.com/sign-up     Follow Us!   https://www.facebook.com/rooferscoffeeshop/   https://www.linkedin.com/company/rooferscoffeeshop-com   https://x.com/RoofCoffeeShop   https://www.instagram.com/rooferscoffeeshop/   https://www.youtube.com/channel/UCAQTC5U3FL9M-_wcRiEEyvw   https://www.pinterest.com/rcscom/   https://www.tiktok.com/@rooferscoffeeshop   https://www.rooferscoffeeshop.com/rss     #TremcoRoofing #WTI #RoofersCoffeeShop #MetalCoffeeShop #AskARoofer #CoatingsCoffeeShop #RoofingProfessionals #RoofingContractors #RoofingIndustry 

RBA kept Cash Rate unchanged at 3.60%, as expected; judged some of the increase in underlying inflation in Q3 was due to temporary factors.European bourses are lower across the board with sentiment downbeat; US equity futures are in the red, NQ -1.3%.DXY briefly returned to a 100 handle, GBP slipped post-Reeves, who failed to reiterate her tax-related pledges, Antipodeans lag.Gilts outperform amid tax rise speculation, USTs await Fed speak.WTI and Brent slip to lows given the risk tone, but XAU fails to benefit and sits sub-4k/oz.Looking ahead, US RCM/TIPP, New Zealand Jobs, RBNZ FSR, BoJ Minutes (Sep), French Assembly PLF Vote, Speakers including ECB's Nagel and Balz, BoE's Breeden & Fed's Bowman. Earnings from Fresenius MC, Ferrari; AMD, Supermicro, Marathon, Pfizer & Uber.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

This episode of The Lou Perez Podcast is a collaboration with The Matt Balaker Podcast. We talk about blocking cowards on Facebook, Charlie Kirk, living in bubbles, and my roadtrip with Scott Thompson (The Kids in the Hall, The Larry Sanders Show, Buddy Cole)—a highlight of my life that I still haven't fully processed. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d  Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices

La priorità data al Pnrr ha rallentato l'attuazione dei fondi di coesione 2021-2027: al 31 agosto 2025 la spesa è ferma a 6 miliardi, pari all'8% dei 74,8 miliardi disponibili. Le risorse impegnate raggiungono il 27,1%. La Commissione ha autorizzato la riallocazione di una parte dei fondi verso nuove priorità come difesa, energia, alloggi e resilienza idrica, concedendo un prefinanziamento aggiuntivo e un anno di proroga per la spesa, fino al 2030. La cabina di regia guidata da Tommaso Foti ha esaminato rimodulazioni per 2,6 miliardi di quota Ue: 887 milioni agli alloggi, 729 milioni alle reti idriche, 278 milioni alla transizione energetica, 204 milioni alla piattaforma Step, 196 milioni a difesa e infrastrutture a duplice uso e 361 milioni alla formazione e occupazione. Sullo sfondo cresce la preoccupazione per un possibile accentramento della governance da parte della Commissione Ue: l'assessore lombardo Guido Guidesi avverte che la Lombardia rischierebbe di perdere 4,4 miliardi, penalizzando imprese, formazione e ricerca. La Regione ha partecipato a Bruxelles alla manifestazione della Cohesion Alliance contro la centralizzazione dei fondi. Le nuove regole Ue introducono la possibilità di finanziare progetti legati alla sicurezza e alla mobilità militare, ma l'adesione resta su base volontaria. Ne parliamo con Guido Guidesi, assessore allo Sviluppo economico di Regione Lombardia.Shutdown, Stati Uniti nel caos: sospensione di servizi sociali e aeroporti bloccatiNegli Stati Uniti lo shutdown prosegue da oltre un mese, paralizzando servizi pubblici e trasporti. La riunione d'urgenza convocata dal vicepresidente JD Vance non è bastata a rassicurare compagnie aeree e sindacati: oltre 800mila dipendenti federali sono senza stipendio da quattro settimane. I disagi toccano aeroporti, scuole, servizi per l'infanzia, tribunali e perfino i fondi alimentari per 42 milioni di americani. La crisi nasce dallo scontro politico tra Repubblicani e Democratici sul bilancio federale. Trump, in viaggio in Asia, ha lasciato Washington senza guida e attacca l'opposizione definendola responsabile del caos. I Repubblicani puntano a usare lo shutdown per ridurre la spesa sociale e tagliare personale pubblico, mentre i Democratici restano divisi. Nei trasporti la situazione è critica: 63mila controllori e addetti alla sicurezza lavorano senza paga, mentre cresce il timore di un collasso del sistema in vista del Ringraziamento. Andiamo dietro la notizia con Alessandro Plateroti, Direttore Newsmondo.itCome sta andando il mercato del Petrolio? Le sanzioni alla Russia influiranno sul prezzo?Opec+ ha deciso un nuovo aumento della produzione di 137mila barili al giorno dopo quelli di settembre e ottobre. L'incremento sarà sospeso da gennaio a marzo 2026 per motivi stagionali, ma resta l'obiettivo di 1,65 milioni di barili aggiuntivi giornalieri. I prezzi restano deboli: il Wti è a 60,98 dollari al barile e il Brent a 64,77 dollari. Il calo riflette l'incertezza sulla domanda cinese e l'impatto delle sanzioni Usa sul petrolio russo. Opec+ continua a monitorare il mercato con prudenza per evitare eccessi di offerta. La strategia di lungo periodo mira a riconquistare quote di mercato perse a favore degli Stati Uniti. Il 18 novembre è previsto un incontro tra Mohammed bin Salman e Donald Trump, che chiede un aumento della produzione per contenere i prezzi dei carburanti. Chevron prevede ulteriori ribassi nel 2026, mentre la prossima riunione Opec+ è fissata per il 30 novembre. Ne parliamo insieme a Sissi Bellomo, Il Sole 24 Ore.OpenAI sigla un accordo da 38 miliardi con Amazon per i servizi CloudOpenAI ha firmato un accordo settennale da 38 miliardi di dollari con Amazon Web Services per accedere a un'enorme capacità di calcolo basata su GPU Nvidia, necessaria per l'addestramento dei modelli di intelligenza artificiale. L'intesa arriva dopo quella con Microsoft e rafforza la posizione di OpenAI come attore chiave nel settore globale dell'AI. Amazon punta a consolidare il suo primato nel cloud in un momento di ristrutturazione interna e tagli di personale. Per OpenAI, ormai trasformata in una public benefit company, l'accordo segna il passaggio definitivo da laboratorio di ricerca a colosso industriale. Secondo stime interne, l'azienda prevede investimenti infrastrutturali fino a 1.400 miliardi di dollari. "L'infrastruttura di AWS sarà la spina dorsale delle ambizioni di OpenAI", ha dichiarato il CEO di AWS Matt Garman. Approfondiamo la questione con Biagio Simonetta, Il Sole 24 Ore.

We're celebrating the best time of the year with horrifying mouths and equally horrifying explosions. Yay! — 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

Today we had the pleasure of hosting Obinna Isiadinso, Global Sector Lead for Data Center Investments at the International Finance Corporation (IFC), a member of the World Bank Group and the largest global development institution focused on the private sector in emerging markets. Obinna leads investment teams on valuation and execution considerations, reviews private equity and credit transaction structures, and participates in transaction negotiations in the Data Center and Cloud sectors in emerging markets globally. He is also the author of the Global Data Center Hub on Substack (linked here). His career spans private equity, infrastructure, and real assets. We were thrilled to host Obinna and learn from him on one of today's most dynamic topics. In our discussion, Obinna outlines the IFC's role as the private financing arm of the World Bank, shares his background in private equity and digital infrastructure, and describes his current global portfolio focus. He explains the IFC's structure and mission to achieve commercial returns while ensuring developmental impact, its ~$100 billion balance sheet, and dual role as a lender and equity investor. We cover the IFC's role in digital infrastructure and data centers, why data centers matter for emerging market development, the IFC's investment approach and capital structure, and Obinna's Substack, which tracks and summarizes global data center activity. We discuss global market sizing (U.S. ~30 GW; Northern Virginia 3–4 GW; Europe FLAP-D ~1-1.5 GW each; South America ~1 GW; Africa ~500 MW, ~250 MW in South Africa; India ~1.2-1.3 GW; China ~3-4 GW; Malaysia ~250 MW with ~1 GW pipeline in 3-5 years), the growth outlook with hyperscalers planning to add 30-50 GW in 3-5 years and roughly ~$400 billion capex this year, cost benchmarks ($10-12 million/MW plus chips), build times, EBITDA economics, current valuation multiples, the evolving fuel mix, and the IFC's sustainability criteria. Obinna summarizes the IFC's market-by-market approach to energy sourcing, rising power demand in emerging markets (and potential competition for scarce power), the IFC's initiatives to expand generation and grid capacity in Africa, and the Middle East's bid to be a ‘Switzerland of AI Infrastructure.' We ended by asking Obinna for key trends he's watching including diversification of AI models, continuous training workloads, and growing private credit participation. It was a fascinating conversation and we can't thank Obinna enough for joining and sharing his insights. We look forward to staying in touch. Mike Bradley noted that this will be a pivotal week for markets, with the FOMC rate decision on Wednesday, a slew of Q3 reports from Big AI/Tech and Energy/Electricity companies throughout this week, and an OPEC+ meeting being held over the weekend. In the bond market, the 10-year bond yield continues to be stuck in the 4% range. The Fed is expected to cut interest rates by 25bps both this week and again in December. On the oil market front, WTI price has slipped back to ~$60/bbl as oil traders seem fixated again on the 2026 oil supply surplus rather than Russian oil sanctions. OPEC+ is expected to raise November oil production by another 137kbpd (similar to October) at this weekend's OPEC+ meeting. At Veriten, we still envision oil markets in 2026 being a “tale of two markets” with 1H26 being challenged and 2H26 being pretty constructive. In global market news, President Javier Milei's party scored a major win in Argentina's legislative elections, sending bond yields lower, the peso modestly higher, and a 20%+ surge in the Argentina stock market. On the broader equity market front, the S&P 500 continues to reach new highs with this week's move mostly due to optimism of a China-U.S. trade deal. A handful of Big AI/Tech names will be reporting this week (AAPL, AMZN, GOOG, META & MSFT) which could increase broader marke

I talked with author Raymond E. Foster about his new book, Chasing The Surge: Ten Thousand Rides into The American Night, his time as a police officer in the LAPD, the Free Masons, and his 10K rides as an Uber driver. What's it like to be on the job at the same time as your cop father? What is The Temple Within? And who would be stupid enough to try to steal a cop's car? (This bad decision lead to one of the three gunfights Raymond's been in.) Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d  Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices

Darrell Fletcher, Managing Director of Commodities at Bannockburn Capital Markets, joins us to unpack key insights from LME Week, the ripple effects of backwardation across metals, and how he's positioning clients amid a “healthy” precious-metals correction and a mixed energy tape. Key Discussion Points LME Week sentiment: Big crowds and a notably upbeat tone for base metals; consensus poll favored copper #1, aluminum #2, tin #3 for upside potential. Backwardation watch: Recent spikes in silver and zinc (cash > 3-month) point to near-term physical tightness; copper's curve flattening with hints of front-end firmness. Precious metals reset: Gold down ~8% from highs and silver off ~10% in a sharp but “healthy” bull-market shakeout; year-to-date gains remain substantial. Base metals leadership: Copper acting as bellwether; aluminum and zinc following; tin up ~23% YTD - underinvestment and broad asset inflation cited as tailwinds. Energy check-in: Crude bounced on Russian sanctions headlines but remains range-to-lower on surplus outlook; U.S. natgas swings driven by front-month positioning and weather. Data gap risk: Four weeks without COT reports adds uncertainty to quant/models - potentially tempers risk-taking in WTI and Henry Hub. Click here to learn more about Bannockburn Capital Markets ------------ For more market commentary & interview summaries, subscribe to our Substacks: The KE Report: https://kereport.substack.com/ Shad's resource market commentary: https://excelsiorprosperity.substack.com/ Investment disclaimer: This content is for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Investing in equities and commodities involves risk, including the possible loss of principal. Do your own research and consult a licensed financial advisor before making any investment decisions. Guests and hosts may own shares in companies mentioned.

I talked with author Raymond E. Foster about his new book, Chasing The Surge: Ten Thousand Rides into The American Night, his time as a police officer in the LAPD, the Free Masons, and his 10K rides as an Uber driver. What's it like to be on the job at the same time as your cop father? What is The Temple Within? And who would be stupid enough to try to steal a cop's car? (This bad decision lead to one of the three gunfights Raymond's been in.) Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d  Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). 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.

BOOTCAMP: PSICOTRADING Y EL FOMO - No te lo pierdas este 30 de Octubre. Mas info Aquí!! https://shorturl.at/MTacCPanorama semanal: https://inversionesytrading.com/principal/big-tech-fed-bce-amazon-apple/Guías de Trading Gratuitas

Well, no one was expecting this. Join me as some of our most advanced machines fall to spineless hoards and for a villain-turned-almost-good-guy.— 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

BOOTCAMP: PSICOTRADING Y EL FOMO - No te lo pierdas este 28 de Octubre. Mas info Aquí!! https://shorturl.at/MTacCPanorama Semanal de Trading – Netflix, Tesla, 3M, Coca-Cola, Intel y muchos reportes másGuías de Trading Gratuitas

Why do we do it? Why subject ourselves to scary situations? The answers run deep. — 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

Today we had the pleasure of hosting William Clouston, Party Leader of the Social Democratic Party (SDP) in the United Kingdom. William has served as Party Leader since 2018 and was re-elected in March 2020. He originally joined the SDP in 1982 and spent four years in the Conservative Party, becoming a District Councilor and serving on Tynedale Council. He holds both undergraduate and master's degrees in Urban Planning and Property Management. We became interested in connecting with William after reading the SDP's Energy Abundance paper published in September (linked here). Founded in 1981, the SDP is an economically left leaning and culturally traditional political party. Its flagship “Social Market” economic model views the private and public sectors not as opponents but as complementary parts of the same society. We were delighted to connect with William for an insightful discussion on the UK and Europe's energy policies and beyond. We covered a wide range of topics in our conversation, beginning with the purpose and motivation for writing Energy Abundance, including Britain's current energy crisis, marked by too little power, high costs, and overreliance on imports. William shares the history of the government's role in energy policy and the SDP's argument for a return to government-led energy development, starting with building gas and coal plants. He discusses reactions to the paper, the urgency of rebuilding domestic energy capacity, and the importance of distinguishing cost and value when considering investing $150 billion in grid stabilization and baseload generation. We compare the UK's energy landscape to Germany and the U.S., the risk of further productivity decline if energy issues persist, and public awareness of the energy crisis, which remains politically constrained by cultural and institutional apathy. We explore the SDP's economic and political philosophy, including the party's support for strategic trade protection and tariffs and its cultural traditionalism, emphasizing family as the foundation of society, nation-states, borders, and conventional values. We touch on how energy debates are often constrained by social norms, particularly around net zero, the SDP's 10-year energy plan proposing a state-run, vertically integrated utility, the UK's historical “dash for gas” and current overreliance on renewables, and the party's support for large-scale nuclear, favoring its “brute force” capacity and proven designs. We ended by asking William for his vision of the UK in ten years. We learned a lot and greatly appreciate William for sharing his deep knowledge of British politics, policies, and culture with us all. To start the show, Mike Bradley noted that the S&P 500 is up ~2% this week on better than expected quarterly results from the Big US Banks. AI & Electricity mania remain “the” key equity market drivers, which has also pushed the Consumer Discretionary, Technology & Utilities sectors higher this week. On the crude oil market front, WTI has sunk to ~$59/bbl, partly on the Gaza Peace Agreement but mainly due to growing concern with the 2026 global oil supply surplus. Both the IEA and OPEC published their monthly oil outlooks, with the IEA projecting a ~4mmbpd 2026 surplus, which is ridiculously higher than all other estimates. The reason oil prices seem to be moving lower this week (versus previous weeks) is because oil traders are pressing their bearish bets now that crude oil prices have finally broken to the downside. On the energy equity front, one of this week's biggest Energy/Electricity equity movers is Bloom Energy (up ~30%) on news Brookfield struck a $5B strategic partnership with Bloom to be their preferred fuel cell supplier at Brookfield's global AI factories. Q3 Energy results kick off this week with most investors expecting to hear a softening frac story but a scaling up of their power business. Most investors

I'm joined by comic-book artist and colorist Brett R. Smith, who's worked with DC Comics, Marvel, and Rippaverse. We talk about the problem with comic books today, Val Kilmer's greatest performances, and why Romancing the Stone works and The War of the Roses doesn't. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d  Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Attorneys on Retainer https://attorneysforfreedom.my.site.com/signupattorneysonretainerus/s/?promoCode=LU51ZEZ324  Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices

Meet & Trade - Tu cita mensual con el Mercado este 15 de Octubre! No te lo pierdas! Mas info clic Aquí!!

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.

Crude oil price erosion over the past two years has resulted in declining earnings and cash flows for E&Ps, many of which have struggled to sustain their generous shareholder return program. Now, the EIA is forecasting a 26% plunge in the average 2026 price for WTI, to only $47.77/bbl. That portends steep cuts in capex and dividends for oil-focused producers. In today's RBN blog, we calculate the oil price sensitivity of the 39 E&Ps we monitor and analyze their ability to weather the price dip.

Holy sh*t, good news.  — 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.

Today we were thrilled to host Julien Dumoulin-Smith, Managing Director of U.S. Power, Utilities, and Clean Energy Research at Jefferies. Julien joined the firm in July 2024 after serving as a Senior Research Analyst at Bank of America Merrill Lynch and as an Executive Director at UBS. He holds an MBA and a B.S. in Applied Mathematics from Columbia University. Institutional Investor magazine has ranked Julien as a #1 double-ranked analyst in both Utilities and Alternative/Clean Energy, and he was inducted into the II Hall of Fame for his cumulative accomplishments. It was our pleasure to welcome Julien to our office and hear his thoughtful perspectives on the ever-evolving energy and power landscape. In our discussion, we explore Julien's coverage universe, which he describes as “the full electron and derivatives landscape” spanning utilities, IPPs, renewables, gas plants, industrial adjacencies, and service providers. We discuss the influx of new investors entering power and utilities, Julien's observation that the biggest surprise isn't data center proliferation, but rather how tech companies are paying premiums for power to secure supply, and how utilities once seen as “defensive” are now showing growth characteristics. We touch on the tension between tech companies' need for rapid, large-scale power and their reluctance to become capital-intensive or FERC-regulated, why we're not seeing more long-term offtakes with existing power plants and how state level politics play into it, and how legacy players, new entrants, and regulators are all adapting to a power market being reshaped by AI demand, infrastructure bottlenecks, and novel deal structures. Julien shares that rising inflation across the economy is showing up in utility bills and expresses concern that LNG developers or data centers could be scapegoated for higher gas and power prices. He highlights the parabolic rise in the value of capacity and reliability, the drivers of power inflation including turbine shortages and rising capital costs, whether utilities are properly incentivized to control costs, the role of demand-response mechanisms, and how regulatory and state-level actions are shaping markets. We cover power market scenarios for high and low demand cases, the role of innovation in batteries, fuel cells, and other technologies, and the tension between patching existing systems versus building large-scale infrastructure. We also discuss constraints on ramping renewables, the growing influence of behind-the-meter power, implications for Q3 earnings, and much more. We covered a lot of territory and greatly enjoyed the conversation. To be added to Julien's research distribution list, click here. To start the show, Mike Bradley noted that markets continue to be mostly focused on the U.S. Government shutdown. The 10-year bond yield continues to trade sideways at ~4.1% with economic reports on pause until the government reopens. Internationally, Japan's Liberal Democratic Party elected Sanae Takaichi (who is viewed as fiscally expansionary), which some believe increases the risk of an unwind of the long-standing Yen carry trade. The S&P 500 is up roughly 80bps since the government shutdown, with Healthcare and Technology outperforming. He highlighted AMD's chip deal with OpenAI, which added roughly $70B in market cap, and Oracle's pullback on AI cloud margin concerns. On the crude oil market front, WTI price has increased modestly this week due to OPEC+ announcing a smaller than expected ~135kbpd oil production increase for November. While this could widen the 2026 surplus, traders are weighing when and how prices might react amid limited OPEC spare capacity. On the energy equity front, he pointed out FERMI America's strong IPO debut and continued investor enthusiasm for electricity generation. He ended by flagging the upcoming Rockpoint Gas Storage IPO (280bcf in Canada &

I talk with my friend, author, filmmaker, and pop culture historian, Mathew (with one “t”) Klickstein about Troma and Lloyd Kaufman's connection to Shakespeare; accessible asexuals; the one lack of representation you never hear about; and The Kids of Widney High. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d  Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Attorneys on Retainer https://attorneysforfreedom.my.site.com/signupattorneysonretainerus/s/?promoCode=LU51ZEZ324  Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices

Open up and say ahhhh. I'm about to stuff your mouth with gastroliths, history and a one night stand for the ages.  — 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 back on the road this week for an insightful visit with Ray Zage, CEO of Tiga Investments, and Shon Hiatt, Director of the Zage Business of Energy Initiative and Associate Professor of Business Administration at the University of Southern California. Ray is a seasoned global investor who has led Tiga since 2017. He began his career at Goldman Sachs and has held roles in Singapore, New York, and Los Angeles. He serves on multiple boards and also advises early-stage technology ventures. Shon joined the USC Marshall School of Business from Harvard in 2014 and is also a Distinguished Fellow at the Hamm Institute for American Energy. His research focuses on entrepreneurship, global strategy, innovation and sustainability. This week, USC is hosting its annual Energy Business Summit (details here). We were delighted to spend time with Ray and Shon to hear their perspectives on today's evolving academic and energy landscape. In our conversation, we discuss the Zage Business of Energy Initiative and its mission to build a pipeline of future energy leaders equipped to develop practical investment approaches and spark innovation and entrepreneurship across industries. Shon reflects on his research in Europe, noting parallels with California's energy challenges, and Ray shares his motivation to support broader, more objective research in energy beyond just “cleanliness,” shaped in part by his experiences across Asia and his perspective on long-term, balanced energy policy. We explore the history of energy at USC, California's refining and energy policy challenges, lessons from Asia, China, and Singapore's long-term planning, the growing energy needs of data centers in Asia versus the U.S., and the strategic positioning of countries like Singapore. We touch on the USC Energy Business Summit and its lineup of topics from energy storage and renewables, nuclear energy, and AI and energy demand, as well as the growing interest among students in pursuing energy careers. We address global electricity demand trends, energy affordability in emerging economies, the impacts of geopolitical instability on energy security, China's energy strategy, the global competition for raw materials, nuclear power developments, Silicon Valley's growing embrace of nuclear and natural gas, the need for durable laws to support long-term energy investment, and more. We greatly enjoyed the discussion and appreciate Shon and Ray for joining. Mike Bradley kicked us off by noting that markets were largely focused this week on the impending U.S. government shutdown. Over the past 50 years, there have been 21 shutdowns with an average length of 7-8 days. The longest shutdown was 35 days (Dec. 2018 to Jan. 2019), which occurred during President Trump's first term. On the bond market front, the 10-year bond yield (4.15%) was down marginally this week on the impending shutdown. Bond markets are mostly focused on employment reports this week (JOLTS Job Openings, Initial Jobless Claims and Nonfarm Payrolls) which would be delayed in a shutdown. On the broader equity market front, the S&P 500 seems to be in “no man's land” at least until investors see the outcome and duration of this impending shutdown. On the crude oil market front, WTI price was down ~$3/bbl (~$63/bbl) this week for a couple potential reasons. Oil traders are growing concerned that OPEC+ could announce an oil production increase for November of 500kbpd (and 1.5mmbpd over the next three months) at their October 5th Meeting, which would increase the 2026 global oil surplus even further. In addition, President Trump's Gaza Peace Plan may also be weighing a little bit on oil price because it eliminates any “perceived” war premium in oil prices. He ended by discussing the impending Fermi America IPO (FRMI). Fermi, co-founded by former Energy Secretary Rick Perry, is a planned 11 GW energy and data center c

I had a great time talking with Lisa De Pasquale about life after losing 170 pounds and her new book, The Gen X Handbook for Middle Age. Ozempic means lots of thin women with fat-girl personalities. What a fun time to be a single guy! Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d  Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Attorneys on Retainer https://attorneysforfreedom.my.site.com/signupattorneysonretainerus/s/?promoCode=LU51ZEZ324 Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices

S&P futures slightly higher, treasuries were weaker with the curve flattering. Asia equities ended mostly lower. European equities have been recovering from three-week lows. Yield flat to 3.7% at the short end, 10-year flat to 4.2%. Gold finished up, WTI crude was little changed at settlement. Dollar index up, bitcoin futures were down, but came off worst levels. Path of least resistance remained lower, as it has been over the last few days. Rates remains an overhang on sentiment as market dials back some of its near-term easing expectations. Thursday's macro data became the latest driver, particularly with another notable decline in initial claims. In addition, outside of Miran, Fed-speak today again highlighted some preference for a more cautious approach to easing. Companies Mentioned: AAR Corp, Heritage Financial, Olympic Bancorp, Tiptree, DB Insurance

The only way to follow up last week's milestone is with the rarest of the rare medical cases. Fun. — 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

Kendric Tonn is a painter. He paints. Not houses. Oil painting. On this episode of The Lou Perez Podcast I talk with Kendric about classical painting, Florence (the city, not my mother), El Museo del Prado, art collecting, and how he sees the world as a painter vs how I see the world as a comedian. Kendric gives a helpful tip on how to appreciate a Mark Rothko painting: Understand them, in a sense, as landscapes that you can project yourself into. You can experience Rothkos as emotional landscapes. And it turns out you don't need to be a millionaire to start collecting art. Kendric offers some great advice on how to get started. (It also works as really good dating advice.) If you'd like to buy Kendric's work, reach out to him. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d  Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Attorneys on Retainer https://attorneysforfreedom.my.site.com/signupattorneysonretainerus/s/?promoCode=LU51ZEZ324  Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices

Get ready to PARTY!!! We've got balloons, confetti and inappropriate behavior. — 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

This week's episode is a collaboration with comedian Michael Regilio, host of Regilio v Everything. We talk about being dumb, young, and punk—which for Michael meant being a young Republican in high school. I take a trip down memory lane of that time I was cancelled in Dallas. And Michael shares with me all the insane things I had no idea were happening in the world. Did Michael scare me? Yes. But I'm still hopeful for the future. And I'm looking forward to Michael's forthcoming comedy special. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Attorneys on Retainer https://attorneysforfreedom.my.site.com/signupattorneysonretainerus/s/?promoCode=LU51ZEZ324  Support me at www.substack.com/@louperez    Join my newsletter www.TheLouPerez.com  Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081  Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU  Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast  YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ  Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). How'd Lou start out? He began doing improv and sketch comedy while an undergrad at New York University, where he was part of the comedy group the Wicked Wicked Hammerkatz. Lou was a writer for Fox Sports' @TheBuzzer; produced The Attendants with Lorne Michaels's Broadway Video; produced pilots for FOX Digital and MSN Games; and was a comedy producer on TruTV's Impractical Jokers. Lou hosted the stand-up show Uncle Lou's Safe Place in Los Angeles, performed at the Big Pine Comedy Festival, Bridgetown Comedy Festival, Punching Up Comedy at Freedom Fest, and co-created the political comedy podcast Unsafe Space. Lou taught creative writing at the City College of New York, "writing the web series" for Writing Pad, and comedy writing workshops for the Moving Picture Institute. Lou worked with The Foundation for Individual Rights and Expression as Communications Manager and later as a producer and consultant. Their video "Taking a Knee in Sports? For what?" was broadcast during a USC vs. Notre Dame football game and was a SILVER ADDY® WINNER at the American Advertising Awards. Lou is also a brand ambassador for XX-XY Athletics and Attorneys for Freedom.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Storytelling has a certain power and influence over all of us—good and bad. Join me for an unforgettable TED Talk featuring Chimamanda Ngozi Adichie. — 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

Today I'm joined by The Radicalist David Josef Volodzko, news editor and senior writer at The Foundation for Individual Rights and Expression. If you have the means, FIRE is a great place to donate your money to. (Don't let the fact that I used to work for them sully your view of the premiere free-speech organization in the world.) David and I talk about his list of The New Yorker's racist staff writers, whether a hunger for ass makes one Black, Raja Jackson, and the curse my children put on me. I'm trying to forget the awful Thalidomide metaphor I made during the episode. It's not working. So here's my definition of Latinx — a word which, according to the center-left think tank Third Way, Democrats should stop using. I'm going to strike Thalidomide from my vocabulary as well. Check out my book, That Joke Isn't Funny Anymore: On the Death and Rebirth of Comedy https://amzn.to/3VhFa1r     Watch my sketch comedy streaming on Red Coral Universe: https://redcoraluniverse.com/en/series/the-lou-perez-comedy-68501a2fd369683d0f2a2a88?loopData=true&ccId=675bc891f78f658f73eaa46d  Rock XX-XY Athletics. You can get 20% off your purchase with promo code LOU20. https://www.xx-xyathletics.com/?sca_ref=7113152.ifIMaKpCG3ZfUHH4  Attorneys on Retainer https://attorneysforfreedom.my.site.com/signupattorneysonretainerus/s/?promoCode=LU51ZEZ324  Support me at www.substack.com/@louperez     Join my newsletter www.TheLouPerez.com   Apple: https://podcasts.apple.com/.../the-lou-perez.../id1535032081   Spotify: https://open.spotify.com/show/2KAtC7eFS3NHWMZp2UgMVU   Amazon: https://music.amazon.com/.../2b7d4d.../the-lou-perez-podcast   YouTube: https://www.youtube.com/playlist?list=PLb5trMQQvT077-L1roE0iZyAgT4dD4EtJ   Lou Perez is a comedian, producer, and the author of THAT JOKE ISN'T FUNNY ANYMORE: ON THE DEATH AND REBIRTH OF COMEDY. You may have seen him on Gutfeld! , FOX News Primetime, One Nation with Brian Kilmeade, and Open to Debate (with Michael Ian Black). Lou was the Head Writer and Producer of the Webby Award-winning comedy channel We the Internet TV. During his tenure at WTI, Lou made the kind of comedy that gets you put on lists and your words in the Wall Street Journal: “How I Became a ‘Far-Right Radical.'” As a stand-up comedian, Lou has opened for Rob Schneider, Rich Vos, Jimmy Dore, Dave Smith, and toured the US and Canada with Scott Thompson. Lou has also produced live shows with Colin Quinn, the Icarus Festival, and the Rutherford Comedy Festival. For years, Lou performed at the Upright Citizens Brigade Theater (both in NYC and L.A.) in sketch shows with the Hammerkatz and his comedy duo, Greg and Lou. Greg and Lou is best known for its sketch "Wolverine's Claws Suck," which has over 20 million views on YouTube alone. In addition to producing sketch comedy like Comedy Is Murder, performing stand-up across the country, and writing for The Blaze's Align, Lou is on the advisory board of Heresy Press, a FAIR-in-the-arts fellow, and host of the live debate series The Wrong Take and The Lou Perez Podcast (which is part of the Lions of Liberty Podcast Network). Learn more about your ad choices. Visit megaphone.fm/adchoices