Tai Liu, a Global Oil Supply Specialist at BNEF, dives into U.S. oil production forecasts amidst a declining rig count. Mike McGlone, Senior Commodity Strategist, explains the surge in crude prices caused by geopolitical tensions. Brian Platt shares insights on Canada's tariffs on Chinese EVs aiming to bolster local manufacturing. Sean O'Hara discusses ETF investing trends, while Gene Seroka highlights the rebound of cargo volumes at the Port of Los Angeles, emphasizing supply chain efficiencies and challenges.

Sam Fazeli discusses Eli Lilly acquiring Morphic. Sean O'Hara talks about the ETF market. Jared Dillian advises investors. The show covers pharmaceutical acquisitions, market stability, green hydrogen, and investment strategies.

Discussion on Berkshire Hathaway earnings, market trends, Amazon's profitability, ETF investing strategies, antitrust reviews on Capital One, and cognitive biases in financial decisions. Insightful conversations on industry mergers, regulatory considerations, and global market opportunities.