RiskReversal Pod
Feels Like a Markets’ Summer Breeze with Helima Croft and Art delaCruz
Nov 10, 2023
Helima Croft, an expert on oil prices, joins the hosts to discuss the latest decline in oil prices, geopolitical impacts on the energy market, the Trump Administration's impact on OPEC, and what the price of oil is telling her about the market. The chapter also covers topics such as housing, the IPO market, Tesla running out of buyers, and Danny's NFL picks. Later in the podcast, the hosts are joined by Art delaCruz of Team Rubicon to discuss his background serving in the military and the important mission behind Team Rubicon.
01:33:17
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Quick takeaways
- Geopolitical risks should not be disregarded despite recent decrease in oil prices.
- The US remains dependent on foreign oil despite being a major producer.
Deep dives
Geopolitical Risks and Oil Prices
Despite the recent decrease in oil prices, Halima Croft highlights that geopolitical risks should not be disregarded. She emphasizes that even though immediate geopolitical risk might be low, potential future risks and conflicts could still impact oil supply. She mentions that factors like conflicts in the Middle East, war in the world's major production zones, and disruptions in oil supply routes should not be underestimated. Croft draws from her experience in the CIA to discuss the relationship between oil prices and geopolitical events, and urges market participants to carefully consider the potential consequences and uncertainties associated with geopolitical risks in the oil market.
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