Edward Morse

Edward Morse, a commodities strategist, shares insights on Venezuela's oil recovery post-Maduro's capture. He highlights the complex path ahead due to infrastructure needs and geopolitical dynamics. Keith Lerner, Truist's CIO, provides a macro outlook for 2026, emphasizing earnings-driven equity gains and fixed income strategies. Henrietta Treyz discusses the political implications of the Venezuelan operation and its effect on U.S. policy, focusing on military spending and potential shifts in Latino voter sentiment. It's a compelling mix of energy, finance, and geopolitics!

Edward Morse, a senior energy analyst at Hartree Partners with extensive experience in oil markets, dives into Venezuela's oil crisis. He discusses the complexities of Maduro's survival and the U.S. leverage over the country. Morse reveals the stark contrast between Venezuela's vast oil reserves and the reality of its production challenges. He emphasizes the institutional rebuilding necessary to attract investment and revitalize the oil sector. The conversation blends market insights with geopolitical analysis, making it a vital listen for energy enthusiasts.

Former St. Louis Fed President Bullard discusses the prospects for a soft landing. Kochugovindan reacts to BOE rate decision. Morse says there is no longer an oversupply of oil. Juckes discusses the FX market amid central bank decisions. Levy talks about the recent sale of star striker Harry Kane.