Molecular Contagion with Jeff Currie

Molecular Contagion with Jeff Currie

We have moved beyond the duration discussion. The damage has been done and the oil markets will not return to the ante-bellum state any time soon if ever. What happens when financial markets - both for oil and more broadly catch up to the physical reality? Molecule Contagion as our guest for this special episode Jeff Currie of Carlyle puts in. The revenge of the old economy just got teeth and the ramifications are being discounted at best and denied at worst. What are the longer term impacts of the events in the Gulf. Accelerating decoupling, de-dollarization and a shot in the arm for the energy transition. The only safety....HALO stocks.

For related content and to find out more about HC Group, a search firm dedicated to the energy & commodities sector, visit https://www.hcgroup.global

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(330)

Tariffs, Metals and Force Majeure with Guy Winter

Tariffs, Metals and Force Majeure with Guy Winter

Today we're releasing an episode outside of our normal schedule on tariffs and those on metals in particular. What tariffs are in place on metals and critical minerals? What has been the response part...

24 Huhti 202542min

Navigating Trump 2.0: Part 2 - Trading Cognitive Dissonance with Nick Kumleben

Navigating Trump 2.0: Part 2 - Trading Cognitive Dissonance with Nick Kumleben

In Part 2, we continue our discussion on navigating the new Trump Administration. Why are metals and critical minerals central to the administrations agenda? What does it mean to prioritize security o...

22 Huhti 202548min

Navigating Trump 2.0:  Part 1 - Signal vs Noise  with Nick Kumleben

Navigating Trump 2.0: Part 1 - Signal vs Noise with Nick Kumleben

The commodities sector faces a new and uncertain world.  In this episode, we look at how to understand and how to navigatethe new Trump administration and its impact on domestic and global markets, pa...

15 Huhti 202546min

Talent Intelligence with Amelia Chahal

Talent Intelligence with Amelia Chahal

Head of Talent Intelligence for HC Group, Amelia Chahal, joins us to discuss their offering and the Global Energy Trading Compensation Report 2025 available for purchase.To register interest in the re...

10 Huhti 202515min

Challenging Energy Narratives with Jarand Rystad

Challenging Energy Narratives with Jarand Rystad

In this episode, we stress test and challenge some of the key recent narratives in the energy world. Will we still see peak oil demand by 2030? Is there under investment in oil production that could l...

8 Huhti 202551min

China and Oil with Tom Reed

China and Oil with Tom Reed

Today we are focused on China and its oil market. How has their oil sector developed over the last 50 years? Who are the teapot refiners? And how is the market now structured in the wake of COVID, san...

1 Huhti 202557min

Notes from The FT Commodities Global Summit 2025: Uncertainty, Security and Opportunity

Notes from The FT Commodities Global Summit 2025: Uncertainty, Security and Opportunity

Once again, we attended (Www.hcgroup.global) the Financial Times Commodities Global Summit in Lausanne. Leaders in the commodities sector gather for this excellent event to share their views on the st...

30 Maalis 202518min

Powering the Data Center Arms Race with Adam Mirick

Powering the Data Center Arms Race with Adam Mirick

Today we're talking about data centers and the global arms race to develop them. What is driving that demand? What are the demands of the AI sector and how is technology changing to meet it? And what ...

26 Maalis 202553min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
rss-rahapodi
mimmit-sijoittaa
psykopodiaa-podcast
rss-oivalluksia-rahasta-elamasta
rss-rahamania
ostan-asuntoja-podcast
herrasmieshakkerit
rahapuhetta
rss-viisas-raha-podi
rss-sami-miettinen-neuvottelija
sijoituspodi
hyva-paha-johtaminen
rss-lahtijat
rss-sisalto-kuntoon
rss-yritys-ja-erehdys
inderespodi
lakicast
rss-paasipodi
rss-asiakaskokemusklubi