Real Vision: Finance & Investing New Year, New Geopolitical Shockwaves | Macro Mondays: January 05, 2026
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Jan 5, 2026 2026 kicks off with a bang as geopolitical tensions shake markets. Venezuela's political upheaval and its effects on oil prices are front and center. The hosts dissect how this situation impacts U.S. foreign policy and global supply chains. They touch on opportunities in energy investments and the implications for Bitcoin and gold. As disinflation signals emerge, discussions on the Federal Reserve's potential rate cuts add another layer. Listener questions explore risks in Colombia and Taiwan, making for a gripping episode rich with insights!
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Venezuela Oil Is A Long-Term Play
- Venezuelan oil reserves are not a quick fix due to outdated infrastructure and hard-to-process crude.
- Bringing significant production online will take years and billions in investment, capping prices only gradually.
Near-Term Moves Versus Structural Opportunity
- The immediate market reaction already priced much of the Venezuela story, especially for short-term oil moves.
- Structural investment themes around Venezuelan oil could still run for years, offering longer-term opportunities.
A New U.S. Foreign-Policy Playbook
- The Venezuela operation signals a U.S. playbook shift toward installing pliant governments rather than full regime overhauls.
- That approach creates momentum for further targeted actions where windows of opportunity exist.