Daan Struyven, co-head of commodities research at Goldman Sachs, dives into rising oil and gold prices influenced by geopolitical tensions in the Middle East and China's stimulus. He discusses the implications of potential retaliatory actions against Iran and how they could disrupt supply. Struyven also emphasizes gold's bullish prospects, predicting prices could rise significantly amidst changing monetary policies. He argues that gold is a superior investment hedge compared to oil, navigating through various economic uncertainties.

Angelo Zino, a Senior Equity Analyst at CFRA Research, delves into Nvidia's strong earnings and growth potential in AI technology. Jon Lieber, Head of Research at Eurasia Group, discusses the delicate balance of U.S.-China relations amidst ongoing diplomatic talks and the implications for national security. Daan Struyven, from Goldman Sachs, reveals a revised outlook for oil prices amidst OPEC+ concerns, while addressing the financial resilience of U.S. shale producers and their influence on future market dynamics.