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.

Helima Croft, Managing Director & Global Head of Commodity Strategy at RBC Capital Markets, discusses the geopolitics and current state of play in the global commodities markets. Topics include the consequences of the Russia war, the impact of the Russia-Ukraine conflict on commodity markets, China's oil imports, geopolitical concerns with Iran, and influences on the commodity markets such as OPEC and investment strategies. The podcast ends with a casual conversation about summer reading lists.

Roger Ferguson, a former Fed Vice Chairman, predicts inflation trends with insights on recent PCE data. Former President Barack Obama discusses his endorsement of Vice President Kamala Harris, sparking debates on her potential impact on energy markets. Helima Croft analyzes how a Harris presidency could affect oil prices amid global changes. Lastly, Marc Miller, CEO of Universal Health Services, shares the company's strong earnings and the evolving landscape of healthcare, reflecting positive growth and labor market improvements.