Jamie Smith

This discussion features Jamie Smith, the FT's U.S. Energy Editor, and Leslie Hook, the FT's Natural Resources Editor. They dive into surging U.S. natural gas prices and the implications for households and industries. Smith highlights how extreme weather and LNG exports are driving costs higher. Hook warns of a potential bubble in gold and U.S. equities driven by retail investors, noting it's the first time in 50 years both markets are showing bubble-like behavior simultaneously. They also touch on the risks that might come in January.

Jamie Smith, FT reporter on Canada’s oil shift to Asia. Victoria Craig, FT energy journalist tracking oil prices and Venezuela. Antoine Gara, FT markets writer on Blackstone’s IPO push. They discuss Blackstone lining up a huge IPO pipeline. They cover why markets may favor profitable non-tech listings. They explore Canada’s exports to China and oil majors’ moves on Venezuela.

Jamie Smith, U.S. Energy Editor at the Financial Times, shares insights on the rising interest from smaller private investors in Venezuelan oil, especially in light of Nicolas Maduro's ongoing legal troubles. He discusses how these investors can move quickly in contrast to major companies, which remain cautious due to historical expropriations and low prices. Meanwhile, Peter Foster sheds light on Southeast Asia's resilience against U.S. tariffs, explaining how local producers have managed to absorb additional costs and maintain export levels amid trade uncertainties.