Ed Morse

Renowned geopolitical analyst Robert D. Kaplan discusses potential Israeli policy changes post-Netanyahu and insights on Gaza, Hamas, and Hezbollah. Expert Ed Morse analyzes the impact of Brent crude oil reaching $90 a barrel and global hydrocarbon market dynamics, highlighting supply side factors and market distortions.

Alicia Levine, Head of Investment Strategy at BNY Wealth, analyzes the equity market amidst political uncertainties. Ed Morse, Senior Advisor at Hartree Partners, discusses energy markets' outlook in a potential second Trump administration, highlighting OPEC+ dynamics. Mike Mayo, from Wells Fargo, dives into banking sector performance, emphasizing investment strategies and the impact of tariffs on major banks and international trade. Together, they unravel the intricate threads of finance in today's shifting landscape.

Ed Morse, Senior Advisor at Hartree Partners and former Head of Global Commodities at Citi, shares insights on the Israel-Iran conflict's impact on global energy prices. He discusses how traders anticipate the situation will remain contained despite initial market turmoil. Whitney Tilson, NYC mayoral candidate and former hedge fund manager, dives into the dynamics of his campaign, touching on vital issues like crime and housing affordability as he navigates the complexities of the race. Tune in for a blend of global energy insights and local political strategies!

Senior Advisor at Hartree Partners, Ed Morse, discusses the complexities of the oil market, highlighting new indicators for traders. The podcast dives into geopolitical influences, market dynamics, challenges faced by OPEC Plus, global oil dynamics, and the future of electric and hybrid vehicles.

Matt Luzzetti, Ed Morse, and Robert D. Kaplan discuss economic outlook, energy risks, and geopolitical concerns including China, Middle East tensions, and Ukraine's battle against Russian aggression in an engaging and informative podcast.