Wake Up to Money Got Milk?
Jan 8, 2026
Lil Bremmerman Richard, CEO of Oxford International, shares insights on the shifting landscape of international student recruitment, highlighting interest in Asia and changes since 2016. Paul Tompkins, Dairy Board Chair, delves into the UK milk crisis, discussing falling prices and the impact on farmers amidst oversupply. Tony Evans, CEO of Jacobson Group, talks about the sale of Gola Trainers, revealing strategies for global expansion and capitalizing on the brand's heritage. Together, they tackle pressing issues in education, agriculture, and business growth.
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US Seizes Sanctioned Venezuelan Oil
- The US seized a Russian-flagged tanker carrying sanctioned Venezuelan oil and claims the cargo as its property.
- China called the move bullying and it severs a supply relationship, raising geopolitical tension beyond market impact.
Minimal Market Reaction To Geopolitics
- The oil market barely reacted because Venezuelan exports are only about 1% of global supply.
- Oversupply and limited global share mute price effects even when geopolitics escalate.
Huge Proposed Rise In US Defence Spending
- A proposed 50% jump in US defence spending would reshape market expectations and lift defence stocks.
- Such large shifts increase geopolitical risk and change how investors price related sectors.