Michael Campbell's Money Talks March 14 Episode
Mar 14, 2026
Victor Adair, market trader who reads price action and volatility. Neil McIver, wealth manager behind the Vancouver Growth Portfolio. Robert Bryce, energy analyst focused on power, hydrocarbons, and land-use fights. They tackle Gulf tensions and gas market ripple effects. They debate Europe's energy policy and renewable pushbacks. They outline sector plays, volatile portfolio strategy, and energy-driven market moves.
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Episode notes
Natural Gas Prices Are The Hidden Energy Crisis
- Natural gas is the overlooked crisis driver because global LNG demand is rising faster than other primary energy sources.
- TTF jumped from ~$11 to $17 and JKM to $16 while Henry Hub stayed near $3, exposing Europe and Asia to sharp price pain.
Use Hub Prices To Decode Energy Market Noise
- Focus on price signals, not noisy commentary, to judge energy market risk.
- Michael Campbell and Robert Bryce both emphasize watching hub prices (Henry Hub, TTF, JKM) for real-time market impact during the Iran conflict.
Germany's Nuclear Exit Fueled Energy Weakness
- Germany's nuclear phaseout created deep energy vulnerability and high costs without delivering promised green outcomes.
- Robert Bryce highlights reactor closures since 2011 left Germany importing power and paying some of Europe's highest residential rates.