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 Iran‑related oil shock. He discusses how higher oil prices and geopolitical tension can pressure the market in the short term, yet fundamentals and historical patterns suggest resilience. Clark also touches on the broader market environment, including the recent volatility around Micron Technology’s earnings and AI‑driven spending, reinforcing a disciplined, long‑term investment perspective.
Weight of Freight: Guinea’s Grip on the Capesize Market
In this episode, Richard Stevenson of Pendle Commodity Investments explains why capesize freight rates surged in early 2026, highlighting the unexpected boost from Guinea’s bauxite shipments and elevated bunker costs due to Middle‑East tensions. He outlines the political risk of...
1293 - Trailing Stops 101: The Secret to Protecting Profits & Cutting Losses
In this episode, host Kiel Stokes breaks down trailing stops—a risk‑management tool for protecting profits and limiting losses—explaining three main approaches: profit/movement‑based stops, price‑action‑based stops, and indicator‑based stops such as the Parabolic SAR. He demonstrates each method with live chart...
03.23.26 SAVE MORE On Gasoline And Printer Ink
In this episode Clark Howard tackles two everyday cost‑savers: soaring gasoline prices and the outrageous expense of printer ink. He explains how price volatility creates wide gaps between stations, advises listeners to use tools like GasBuddy and to monitor local...
Finding Value in Numbers
In this episode, Mark Gandy interviews Issan Isani about his book *Finding Value in Numbers*, which offers a practical, math‑light toolkit for CEOs, finance directors, and board members to assess and create value in growing businesses. They discuss the importance...
The Best Places to Retire, and Play It Safer Before Retirement
In this episode of Motley Fool Money, host Robert Brokamp and financial planner Matt Frankel discuss a Motley Fool survey that identified the top counties for retirement based on seven weighted factors, with quality of life leading the list. They...
Global Commodities: What Are the Markets Missing?
In this episode, JP Morgan analysts Greg Scheer (precious and base metals) and Atar de Boadze (European natural gas) dissect the escalating Middle‑East conflict’s impact on commodities. They detail how attacks on Iranian, UAE and Qatari gas infrastructure have trimmed Qatar’s...
‘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...
The Dollar Dilemma for Public Sector Bond Issuers
The episode examines how recent attacks on Middle East energy infrastructure are pushing oil and gas prices higher and the ripple effects on emerging market (EM) sovereign bonds, noting modest yield increases but overall resilience due to stronger fiscal positions...
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...
AI, Credit Scores and Consumer Trust, with JB Orecchia.
In this episode, host Josh Dattar chats with JB Orecchia, founder and CEO of Savvy Money, about how identifying inefficiencies in lending and insurance creates business opportunities, and how AI can reshape credit scoring and consumer trust. JB shares his...
What’s News in Earnings: How Retailers Are Dealing With Price-Conscious Shoppers
In this episode, WSJ reporter Kelly Clunan breaks down how U.S. retailers are navigating a holiday quarter marked by price‑conscious shoppers, inflation pressures, and rising delivery expectations. Walmart and Target are accelerating same‑day and next‑day delivery, while Walmart also leverages...
Allspring's Venditti on Why Munis Are a Safe Haven Against War Concerns Now
In this episode, Chuck Jaffe talks with Nick Vendetti, senior portfolio manager at Allspring, about why municipal bonds are currently viewed as a safe‑haven asset amid heightened war‑related inflation risks. Vendetti explains that inflation is the primary enemy of income‑generating...
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...
385. Market Shocks: Oil Prices Reframe the Macro, Six Years Post-COVID, Self-Storage Consolidation, & Office Green Shoots
In this episode, the Trepp Wire team analyzes how a sudden energy shock—driven by the Iran‑Saudi conflict—has pushed oil above $100, reigniting inflation and reshaping CRE financing amid a still‑steady Fed rate hold. They revisit the March 2020 COVID disruption,...
Mar 19 | Commodity Week
In this episode of Commodity Week, panelists Todd Gleason, Greg Johnson (Total Grain Marketing), Seth VanderWidey (Logic Ag Marketing), and Sherman Nuland (Zaner Financial) discuss the current grain and oilseed markets amid high oil prices and rising fertilizer costs. They...
Thursday - March 19, 2026
In this episode of the Dividend Cafe, host Brian Seitel reviews a volatile market environment driven by Middle East tensions, rising oil prices, and mixed economic data. He highlights short‑term positive factors such as $160 billion in Q1 tax refunds, the...
Europe’s Nightmare Choice: Pay Trump for LNG or Beg Putin for Gas After Gulf Strikes Wipe Out Qatar Supply?
In this episode, Justin McShane outlines the sudden European energy crisis triggered by Israel’s strike on Iran’s South Pars field and Iran’s retaliation that crippled Qatar’s Ras Laffin LNG hub, cutting 20% of global supply. He explains how soaring gas...
179: How To Make $100 Per Day Selling Options
In this episode, host Eric O'Rourke breaks down practical ways to earn $100 per day by selling options, focusing on SPX credit spreads and the nuances of profit targets versus strike width. He explains why the common 50% profit‑take rule...
Oil and Gas Jump as Iran Strikes Gulf Energy Infrastructure
The episode covers the rapid escalation of Iran's attacks on Gulf energy infrastructure following Israel's strike on an Iranian gas field, which sent Brent crude above $116 a barrel and spiked European gas prices over 20%. Host Luke Vargas and...
OpenAI’s Strategy Shift Ahead of IPO
The Motley Fool Money team discusses OpenAI's strategic pivot ahead of a rumored 2026 IPO, noting the company's shift from consumer‑focused side projects like a browser and video app to enterprise‑grade products such as the expanded Codex platform. They explore...
Driving Discussions: US-Iran Conflict Reshapes the Global Naphtha Market
The episode examines how the US‑Iran conflict and the closure of the Strait of Hormuz have triggered a sharp supply shock for naphtha in Asia, inflating spreads, freight and war‑risk premiums while Europe and the US Gulf Coast remain buffered....
Thursday: Eyes Turn to BoJ, ECB After Fed Call
The episode reviews the market fallout from Middle East oil facility attacks, the Federal Reserve’s March rate decision, and upcoming policy moves by the Bank of Japan and ECB. ANZ economists discuss how the oil shock exposes Asia’s heavy reliance...
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...
Market Talks: Challenges in Brazil’s Natural Gas Market
In this episode, Marcos Mortari and Lucas Boaquini, Business Development Manager at Argos Brazil Gas Markets, discuss the evolution of Brazil's natural gas market following a new legal framework that has increased competition and participation. They explain the emergence of...
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...
#698: Q&A: Should You Pause Retirement to Buy a Bigger Home?
In this episode, Paula Pant and former financial planner Joe Salcihai dissect a listener’s dilemma about whether to curb retirement savings to fund a larger home purchase. They walk through the math, confirming the couple can meet a $200K down‑payment...
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...
178: Conditions vs Signals for Credit Spread Trading
In this episode, host Eric Rourke explains the distinction between market conditions and trading signals, emphasizing why conditions matter more for credit spread trading. He illustrates how using simple moving average crossovers as ongoing conditions, rather than one‑time signals, allows...
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...
Beyond Rivalry: How Banks and Alt Lenders Are Swapping Competition for Cooperation
In this episode, Stuart Watson talks with Deutsche Fanbrief Bank MDs Duncan Pearson and Charles Balch about the bank’s “originate and cooperate” strategy, which pairs its balance‑sheet senior lending with flexible capital from alternative lenders to meet complex real‑estate financing...
ClearCost Puts Fertilizer Price Comparisons in Farmers' Pockets
In this episode, Amber Bell interviews Keith Bush, founder of ClearCost, about their pioneering fertilizer trading and risk‑management platform for Canadian farmers. ClearCost offers a free mobile app that aggregates quotes from local, national, U.S., and international fertilizer dealers, allowing...
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...
Fertilizer Matters EP44: Sustainable & Specialty Fertilizers Market
In this episode, senior editor Mike Nash explains the rapidly growing sustainable and specialty fertilizers market, highlighting its high margins, lower volumes, and focus on nutrient‑use efficiency products such as water‑soluble fertilizers, inhibited urea, and micronutrient blends. He discusses the...
Fertilizer Matters EP43: China’s Ammonium Chloride Market
In this episode, host Hui‑Jin Yao and senior nitrogen reporter Denise Cheng examine China's rapidly expanding ammonium chloride (AC) market, highlighting a surge in domestic production tied to soda‑ash by‑product capacity and new projects both in China and Indonesia. They...
RealAg on the Weekend: Women in Ag, Diesel Prices, & Future Plant Breeding Options, Mar 14 & 15/26
In this episode Sean Haney reviews a volatile week in Canadian agriculture, linking the Iran‑Iran war’s impact on fertilizer, diesel and commodity markets to on‑the‑ground farm decisions. He interviews Patrick DeHaan of GasBuddy on soaring diesel prices, discusses a new...
Make Your Money Last Forever, and the E-Shaped Economy
In this episode, Robert Brokamp outlines eight strategies to help retirees avoid outliving their savings, emphasizing realistic withdrawal rates, flexible spending, and the use of tools like Social Security optimizers and annuities. He also examines the current "E-shaped" economy, where...
What’s News in Markets: Campbell’s Snack Problem, Centene Sinks, Petco Optimism
The episode reviews how volatile oil prices, driven by escalating tensions in the Strait of Hormuz and a massive strategic reserve release, pushed major U.S. indexes lower despite a brief inflation lull. Campbell Soup’s disappointing snack sales and Centene’s Medicaid...
Episode 418 Option Trading Podcast March 13, 2026
In Episode 418 of The Weekly Option, host Eric reviews last week’s option trades on UiPath, Redcat Holdings, the US Oil ETF, and Occidental Petroleum, noting mostly profitable outcomes and minimal adjustments needed. He then introduces four new trades for...
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...
Banks May Be Shut but Amazon Delivers
The episode examines how the Middle East war is reshaping capital markets, highlighting a shift in euro‑denominated bond issuance: banks have paused their euro funding while corporate issuers, notably Amazon, are stepping in with record‑breaking deals. Amazon raised €14.5 billion across...
How ISA Millionaires Are Investing Their Money
In this episode of the AJ Bell Money and Markets podcast, Charlene Young and guests discuss recent market turbulence driven by Middle East conflict and volatile oil prices, as well as sector updates on UK house builders like Persimmon and...
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...
The Tax Alpha Arms Race (W/ Wes Gray & Brent Sullivan) | #622
In this episode, hosts MedFaber, Wes Gray, and tax analyst Brent Sullivan dissect the growing "tax alpha" landscape, focusing on how investors can manage and mitigate tax drag, especially with concentrated stock positions. They explore a menu of strategies—from exchange...
Stocks at 3-Month Lows Awaiting PCE, Job Openings
The Schwab Market Update highlighted that U.S. equities slipped to three‑month lows ahead of key economic data, notably the January PCE price index and the JOLTS report, which will shape expectations for the Fed’s upcoming meeting. Rising crude oil prices,...
PIMCO Prime's Trausch on Seizing Real Estate Credit Opportunities in 2026
In this episode, Francois Trouch, CEO and CIO of PIMCO Prime Real Estate, explains why real estate credit is a top investment theme for 2026, highlighting its attractive risk‑adjusted returns versus corporate debt and equity. He details the five segments...
Money and Me: Is Headline DPU Hiding the Truth About Your REIT?
In this episode, Michelle Martin talks with REIT specialist Kenny Lowe about why investors should look beyond the headline Distribution Per Unit (DPU) when evaluating Singapore REITs. Kenny explains how one‑off bonuses, sponsor rental support, lease incentives and financial engineering...
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...