El-Erian discusses bond market volatility and restoring Fed's credibility. Kelton talks about putting fiscal policy on autopilot. Chiavarone describes Fed's policy trajectory as rocky. Schork highlights traders' skepticism about oil supply levels. Lowe says Biden-Xi Jinping meeting won't change dynamic between two countries.

Stephen Schork, founder of the Schork Group, offers a deep dive into the volatile oil markets, analyzing the impact of sanctions and the transition to cleaner energy. Jennifer Rhee, a senior litigation analyst at Bloomberg Intelligence, discusses how antitrust litigation against big tech may be influenced by the incoming Trump administration. They explore the interconnections between energy policies, market dynamics, and political shifts, providing insights into both the oil industry's future and the evolving landscape of tech regulation.

The podcast discusses geopolitical risks on markets with guests including Stephen Schork, Greg Daco, Brian Levitt, and Neil Dutta. They explore topics such as energy independence, gasoline prices, understanding economics beyond GDP, asset allocation, the current state of the American economy, and the housing market with a focus on rental inflation.