Helima Croft

Helima Croft, a former CIA analyst and head of commodity strategy at RBC Capital Markets; Joe McMonigle, founder of the Global Center for Energy Analysis; and Karen Young, expert on the Gulf's political economy, discuss Trump's recent Gulf visit. They delve into the transactional nature of his diplomacy, focusing on significant AI investments and how they may reshape U.S. relations with Middle Eastern countries. The trio also tackles potential oil price impacts, the complexities of OPEC dynamics, and the shifting landscape towards economic diversification in the region.

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.

Helima Croft, global head of commodity strategy at RBC Capital Markets, and Karim Sadjadpour, senior fellow at the Carnegie Endowment, delve into the escalating Israel-Iran conflict. They discuss the recent Israeli strikes on Iranian military leaders and nuclear scientists, exploring Iran's military response strategies. The impacts on global energy markets are significant, especially regarding oil prices amid regional tensions. They also analyze the future of Iran's nuclear ambitions and how U.S. involvement might shape the intricate geopolitical landscape.

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.