Fuel on the Fire
The episode examines how the escalating Iran‑Houthi conflict is driving oil prices above $100 per barrel and triggering a sharp market sell‑off. It highlights the G7 finance ministers' meeting, where they will discuss measures such as cutting fuel duties to ease household costs, while central banks weigh inflation risks versus economic slowdown. European inflation data, especially Germany’s jump to around 2.7%, is reviewed as an early gauge of the energy shock’s impact, influencing expectations for ECB rate hikes. The hosts also note the broader implications for global trade routes and upcoming U.S. payroll data.
The War That Funded A Merger
The episode investigates the financing of Paramount Pictures' $111 billion acquisition of Warner Bros. Discovery, revealing that the publicly disclosed investors – Larry Ellison’s trust ($47 billion) and Redbird Capital ($250 million) – fall far short of the total price. The host uncovers...
The Impact of the Iran War on the Asia-Pacific Region
In this episode, RAINN analyst Chase Blazik explains how the Iran war is reshaping security and energy dynamics across the Asia‑Pacific. He details the recent Washington summit between Japan’s Prime Minister Takeichi and President Trump, highlighting Japan’s delicate balancing act...
Weighing Recession Probabilities
In this Inside Economics episode, Mark Zandi and co‑hosts discuss the rising probability of a U.S. recession amid the Iran‑Israel conflict, higher oil prices, and tightening financial conditions. Using a random‑forest model that aggregates dozens of leading indicators—especially labor market...
Context Call: March 2026
In this episode, the host analyzes the immediate oil market impact of a potential closure of the Strait of Hormuz, which transports about 20 million barrels per day—roughly one‑fifth of global supply. He explains that this volume creates a market "hole"...
Deal or No Deal? Conflict Drives Oil Volatility and UK Inflation
In this episode, Charlene Young and Tom Sieber dissect how the ongoing Iran conflict is fueling oil price volatility and feeding into UK inflation pressures, while also reviewing the latest UK CPI data and government energy support plans. They highlight...
Calmed by Uncertainty
In this episode of NatWest’s Currency Exchange, FX strategists Brian Dangerfield and Paul Robson examine why major G10 currency markets have remained unusually calm despite the heightened geopolitical risk from the Iran‑related Middle East conflict. They attribute the lull to...
Why Fed Rate Cuts Could Be Pushed Back
In this episode, Morgan Stanley’s chief U.S. economist Michael Gapin and macro strategist Matthew Hornbach dissect the March FOMC meeting, noting the Fed’s decision to hold rates and retain an easing bias while pushing expected rate cuts from June/September to...
Friday: Oil up 5% After Trump Threatens Iran
The episode examines how Donald Trump's threat of intensified strikes on Iran sparked a 5% jump in oil prices, pushing Brent above $100 per barrel and prompting a sell‑off in U.S. equities and a rise in bond yields. ANZ economists...
Asian Economies Feel the Pain of the US-Israel War with Iran
The episode examines how the US‑Israel conflict with Iran is driving a fuel crisis that is hitting Asian economies hardest, especially Southeast Asia, where soaring oil and gas prices are inflating food costs and prompting emergency measures. Albert Park of...
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[Episode #272] – Global Energy Crisis 2026
In this episode, host Chris Nelder and oil market analyst Rory Johnson dissect the unfolding global energy crisis triggered by the U.S.-Israel bombing of Iran, which has crippled Persian Gulf oil and gas exports. They compare the current shock to...
Is the Oil Crisis About to Break Global Supply Chains?
In this episode, Ed Elson and Flexport CEO Ryan Peterson discuss the cascading effects of the Strait of Hormuz closure and Red Sea disruptions on global supply chains, highlighting soaring oil, diesel, and fertilizer prices and a 50% rise in...
Market Celebrating Trump's Seeming Desperation to Pull US Out of Iran War.
The episode dissects the market’s upbeat reaction to President Trump’s 15‑point peace proposal aimed at ending the Iran‑U.S. conflict, highlighting how traders are betting on reduced risk despite lingering supply disruptions in oil and refined products. Host commentary contrasts divergent...
Jeffrey Goldberg and Joe Weisenthal: Pandora's Box Has Been Opened
In this Bulwark Podcast episode, host Tim Miller chats with Atlantic editor‑in‑chief Joe Weisenthal and journalist Jeffrey Goldberg about the economic fallout of the Iran‑Israel conflict and the broader implications for U.S. defense policy. They dissect the controversial Signal‑chat scandal...
The Philippines Declares State of Emergency over Fuel Crisis
The episode reports that the Philippines has declared a national energy emergency as diesel and petrol prices more than double amid the US‑Israel‑Iran conflict, prompting an executive order that lets the government control fuel distribution, purchase supplies, and subsidise costs....
Trump Rolls a Social Media Grenade Onto the Trading Floor.
The Saxo Market Call dissected the market fallout from former President Donald Trump's surprise social‑media announcement that he was pulling back a 48‑hour ultimatum to bomb Iran’s energy infrastructure, a move that temporarily lowered oil prices and sparked massive crude‑futures...
How China Made Itself Tariff-Proof
In this episode, Keith Bradshirp explains how China has become virtually tariff‑proof by rapidly expanding its advanced, robot‑driven manufacturing capacity. The discussion highlights four key factors: diversification of export markets, indirect shipments through third‑party countries, a deliberately weakened yuan, and,...
Crisis at Hormuz, and Your $160b Tariff Refund Clock, with Flexport’s Ryan Petersen
In this Rapid Response episode, Flexport CEO Ryan Petersen explains how the closure of the Strait of Hormuz is rippling through global trade, driving up oil and air‑freight costs while leaving container shipping relatively unscathed. He highlights secondary crises such...
Investors Seek More Signs of Iran Thaw After Rally
The episode reviews Tuesday’s market outlook, focusing on how geopolitics—especially President Trump’s remarks about renewed U.S.-Iran talks and the still‑closed Strait of Hormuz—are driving oil prices and, in turn, equities, bonds, and the dollar. Crude’s recent dip below $88 per...
Argus Metals Movers: Turkey's Flat Steel Trade Patterns Set to Shift in 2026
In this episode, Argus senior reporter Elife Iboğlu and Tolga Yi Tekiciler, procurement manager at Tatmetal, discuss Turkey’s flat steel market amid tightening EU anti‑dumping and origin rules, upcoming EU quota cuts, and the loss of the UK’s galvanized‑steel exemption....
Oil, Outages and Energy Shifts: The Global Ripples From the Middle East
The episode examines how the Middle East conflict is rippling through global energy markets, from plunging oil prices to strained LNG supplies and rising fuel costs in places like the Philippines. Experts Walter Todd, Ira Joseph, and Ray Coyle explain...
Markets Rally as Trump Signals Progress with Iran
The episode examines the market rally sparked by President Donald Trump's claim of progress in talks with Iran, which sent oil prices down over 11% to just under $100 a barrel and lifted the S&P 500 about 2%. Investment manager...
Sean Clark of Clark Capital: This Is No Time for Knee-Jerk Reactions
In this episode, Sean Clark, CIO of Clark Capital Management, explains why markets historically overreact to crises with an initial dip of about 7% but then rebound strongly over the following months, urging investors to avoid knee‑jerk reactions amid the...
WATCH: The Next Inflation Wave Is Already Here
In this episode the hosts drift from light‑hearted banter about coffee‑infused drinks, relationship quirks, and upcoming birthday celebrations to a brief segue into the looming "next inflation wave" and its potential impact on everyday expenses. They share personal anecdotes about...
‘March Madness’ for Markets Too
In this brief episode, Andrew Sheets draws a parallel between March Madness basketball and the sudden shift in market narratives caused by the Iran conflict and a potential oil shock. He outlines how, after a period of strong economic signals—low...
Episode 292: March Madness 2.0
In this episode, hosts discuss the S&P 500 slipping below its 200‑day moving average, signaling a bearish long‑term trend, and note similar weakness across major indices, sectors, and fixed‑income markets. They highlight energy as the sole sector still posting gains...
"Work From Home and Limit Flights", Urges IEA, as Fuel Crisis Deepens
The episode examines how recent attacks on Gulf energy infrastructure, sparked by the US‑Israeli conflict with Iran, are driving volatile oil and gas prices and threatening global supply chains. The International Energy Agency urges governments to cut demand by promoting...
WATCH: The 35% Recession Warning Markets Are Ignoring — with Ed Yardeni
In this episode, host Scott Yalloway recounts his surreal experience at the Vanity Fair Oscars after‑party before diving into a focused interview with Ed Yardeni, president of Yardeni Research. Yardeni explains why his team raised the probability of a U.S....
Eye of the Storm?
The episode examines how recent geopolitical tensions are driving a fresh surge in energy prices, with the US and allies pledging to boost supply while Qatar reports that 17% of its gas output has been knocked offline by airstrikes, potentially...
Global Rates: Global DM Swap Spread Outlook
In this episode of At Any Rate, JP Morgan’s global rate strategy team breaks down recent dynamics in developed‑market (DM) swap spreads, highlighting how central‑bank policy expectations and technical factors drive the curves across the US, Germany, the UK, Japan and...
Oil Shock Spreads Global Strain
The episode examines the ripple effects of the recent oil price surge, sparked by an Iranian petrochemical plant strike, on global markets and everyday life. Market maker Greg Newman describes unprecedented volatility and links the crisis to broader geopolitical tensions...
AI, Supply Chains, and the Future of Economic Power
In this episode, Jacob Helberg, Undersecretary of State for Economic Affairs, discusses how AI, hardware, and secure supply chains have become central to U.S. economic and national security. He outlines the administration’s three‑front strategy to win the AI race: superior...
Why Vietnam Is the World's Most Exciting Emerging Market
In this episode, Chris Sheldt‑Hoheaton talks with Dominic Scriven, founder and chair of Dragon Capital, about Vietnam’s evolution from a war‑torn, isolated economy to the region’s most dynamic emerging market. Scriven recounts his personal journey—from learning Vietnamese in Hanoi to...
Market View: Drone Warfare - How AI and War Are Coming Together? Oil Shockwaves & Big Tech’s Strategic Reset
The episode examines how AI is reshaping modern warfare, spotlighting startups like Swarmer, which offers AI‑driven drone swarm software, and Gecko Robotics, which supplies wall‑climbing robots for US Navy ship maintenance. It discusses the surge in defense investment amid global...
As Oil Price Surges, Will US Fracking Production Increase?
The episode examines how the recent surge in oil prices, driven by the Middle East conflict, is affecting U.S. shale production and global economies. CEO Mike Eastman of Tall City explains that despite higher prices, his company is not altering...
Sinocism Live on US-China Relations with the FT’s Demetri Sevastopulo
In this live Sinocism episode, FT China correspondent Demetri Sevastopulo discusses the delayed Trump‑China summit, attributing the postponement to domestic political concerns and the ongoing Iran conflict rather than bilateral tensions. He outlines the key players shaping U.S. China policy...
Episode 48: What Conflict in the Middle East Means for Your Portfolio
In Episode 48, Alex Jung and Wesley Blight discuss how the recent Middle East conflict—particularly the direct confrontations involving the US, Israel, and Iran—affects investment portfolios. They explain that while energy prices and inflation expectations spike due to disrupted oil...
Japan’s Bull Market Takes Shape
In this episode, Shou Nakazawa explains how Prime Minister Sanae Takai‑ji’s conservative administration is reshaping Japan’s equity market through three structural pillars: heightened economic security and supply‑chain resilience, a sweeping AI and compute revolution, and massive infrastructure investment for national...
Robertson's Garretty Says War Has Put 'Recession' Back Into Conversation
In this episode of Money Life, chief economist Jeanette Garrity warns that the war in Iran has revived recession and bubble concerns, estimating a 30‑35% chance of a recession. Technical analyst Adam Grimes argues that current market volatility—especially in stocks...
Asian MTBE Arbitrage Flows Wrecked by Middle East Conflict
The episode examines how the Middle East conflict has upended global MTBE arbitrage, causing sharp price spikes and volatility across Asia, Europe, and the U.S. Asian producers face supply constraints as Middle‑East feedstocks dry up, while European demand for cheap...
Bill Kristol: End the War
In this episode, host Tim Miller and editor‑at‑large Bill Kristol discuss the escalating conflict in Iran and its broader geopolitical fallout. Kristol argues that the war has fractured U.S. alliances, especially with Europe, as Trump’s unilateral actions left allies feeling...
War With Iran Is Rewriting Global Markets
In this episode of Prop G Markets Live, Scott Galloway and Ed Elson examine how the ongoing war with Iran is reshaping global financial markets, highlighting disruptions in oil supply, heightened geopolitical risk premiums, and shifting investor sentiment. They also...
U.S. Asks for Help to Address Energy Crisis
The episode focuses on the U.S. effort to keep the Strait of Hormuz open amid rising energy tensions, detailing President Trump's appeal to allies—including China, NATO members, Japan, and Australia—for naval support, and highlighting European hesitancy due to limited resources...
Is Stagflation Creeping Into the Picture?
In this episode of Motley Fool Money, hosts Travis Hoyam, Jason Moser, and Lou Whiteman dissect the risk of stagflation in 2026, highlighting the recent dip in Q4 GDP growth to 0.7% and persistent inflation above 3%. They explore how...
You Can't Stop the Computer
In this episode of Serious Trouble, hosts Josh Barrow and Ken White dissect the Trump administration's struggle to refund illegal IEPA tariffs due to a rigid customs computer system, and the courts' pushback against the administration's attempts to sidestep Senate...
The Looming Bottleneck for Global Tech
In this episode, Sean Kim explains how the Strait of Hormuz— a critical shipping lane for energy— could become a bottleneck for the global technology sector, especially advanced semiconductor manufacturing. He highlights that chip fabs, like those in Taiwan, consume...
USMCA Facing Headwinds Says U.S. Ambassador, as July Renewal Deadline Draws Near
U.S. Ambassador to Canada Pete Hoekstra warned that the renewal of the USMCA (known as COMSA in Canada) faces increasing political headwinds as the July deadline looms, despite strong backing from the business community on both sides of the border....
EM Lens: War-Induced Oil Shocks Aren’t Kind to EM Economies
In this episode, Gustavo Medeiros of Ashmore Group and Bloomberg Intelligence’s Damian Sassower examine how the war‑induced oil shock is pressuring emerging market (EM) economies with rising energy costs, stagflation risks, and declining asset prices. They discuss the extraordinary policy...
Iran War Oil Crunch Plunges World Into Crisis - New World Next Week
In this episode of New World Next Week, James Corbett and James Evan Palato dissect the escalating oil crisis triggered by the U.S.-Iran conflict, highlighting how the Strait of Hormuz closure has forced Asian nations like Pakistan, Bangladesh, and others...
384. Volatility Returns: Oil Shock, Two Market Risks, Student Housing Exposure, Savills-Eastdil Deal, & More Impactful Headlines
The episode examines how a sudden oil price shock from Middle East tensions is reigniting dual risks in commercial real estate: sticky inflation and slowing growth. Stephen Bushbaum explains that this volatility is likely to tighten financing conditions, widen credit...