Marc Ostwald

Omar Najia, a derivatives trader at BB Energy, and Marc Ostwald, Chief Economist at ADM Investor Services, share their insights on global energy dynamics. They delve into China's surprising 5% growth amidst falling inventories, and the implications of the surge in oil on tankers. The duo discusses the geopolitical tension between the U.S. and China, especially regarding rare earths, and OPEC+'s strategies for managing supply. They explore the connection between Fed rate cuts and future oil prices, highlighting a complex interplay of macroeconomic factors.

Narendra Taneja, India's Leading Energy Expert, discusses the volatility of Brent crude oil prices after Israel's strike on Iran. Raad Alkadiri highlights the influence of geopolitical events on energy markets and the difference between fear-induced price hikes and actual supply conditions. Iman Nasseri examines the intricate US-Israel relationships and regional dynamics, while Marc Ostwald analyzes macroeconomic effects, including stock market reactions and inflation risks. The conversation dives deep into implications for energy security and the future of international relations amidst rising tensions.

Marc Ostwald, Chief Economist at ADM Investor Services International, shares keen insights on navigating the crypto market amid current macro challenges. He discusses how macroeconomic factors, like the US job report and Japan's interest rate hike, intertwine with the crypto landscape. The conversation highlights the skepticism surrounding Japan's monetary policy, the impact of tech stocks and AI on crypto valuations, and looming economic uncertainties. Ostwald emphasizes the importance of geopolitical dynamics, especially U.S.-China relations, as they shape the future of cryptocurrency.