Ellen Wald

Ellen Wald, President of Transversal Consulting and a senior fellow at the Atlantic Council, shares her insights on how the ongoing Mideast conflict influences oil prices. Despite tensions, oil production remains intact, with Iran signaling a willingness to de-escalate. Wald discusses how geopolitical events shape market perceptions and the recent stability in equity markets. She also highlights the historical context of oil volatility and the complexities involved in regional security, making for an engaging conversation on investment strategies amid uncertainty.

Ellen Wald, an expert on energy policy, discusses the caution shown by U.S. oil executives regarding investment in Venezuela, emphasizing the need for stable legal frameworks. Rockford Weitz analyzes the geopolitical implications of Russia and China in Venezuela, highlighting their strategic interests in the region. Chief economist Gregory Daco examines the labor market's slowdown and explores how Venezuelan oil could influence inflation, revealing potential AI benefits for economic resilience.

Dr. Ellen Wald, an energy analyst at the Atlantic Council, shares insights on how potential peace in Ukraine could impact global oil supplies and prices. Mishel Alon, from Verve, analyzes the shift in consumer behavior toward intentional holiday shopping, highlighting the rise in searches for trusted brands. Carol Pepper, CEO of Pepper International, discusses family offices' growing interest in alternative investments and the anticipated surge of AI-related IPOs, emphasizing a cautious outlook for 2026 despite market noise.

Ellen Wald, an energy policy expert, discusses how potential U.S. strikes on Venezuela might have limited impact on global oil markets due to sanctions. Laura Martin dives into Netflix's strategic moves regarding Warner Bros. and how its stock split could engage more retail investors. Tom Forte provides insights on Amazon's strong AWS performance and discusses its heavy investments in AI. Finally, Dan Sheridan of Brooks Running talks about the running market's growth and how tariffs are shifting their supply chain strategies.

Guests Joe Deaux, Bloomberg's Economic Statecraft reporter, Ellen Wald, consulting president and Atlantic Council fellow, and Mark Gurman, consumer tech managing editor, delve into Trump’s aggressive tariff strategies. They discuss the implications of new tariffs on copper and pharmaceuticals, analyzing potential impacts on domestic industries and global trade dynamics. The conversation also touches on the ripple effects of these tariffs on supply chains, consumer prices, and the stock market, alongside broader economic relations with countries like China.