Ed Morse

Gita Gopinath, former IMF deputy MD and Harvard economist, warns how a prolonged Iran conflict could slow global growth and raise inflation. Ed Morse, energy markets veteran, analyzes Gulf disruptions, Strait of Hormuz risks, and why strategic reserves may not be enough. Charles Cantor, senior portfolio manager, discusses tech capex, earnings and capital allocation in a stressed macro backdrop.

Wei Li, Global Chief Investment Strategist at BlackRock, shares insights on corporate earnings and the U.S. economy, emphasizing the importance of quality profits. Ed Morse, commodities strategist at Hartree Partners, examines the dynamics behind falling oil prices and predicts a potential supply glut. Elizabeth Economy, a Stanford expert on China, discusses the implications of the U.S.-China trade relationship, military developments, and Taiwan's crucial role in semiconductor production. Together, they unpack the complexities of today's financial landscape.

Renowned geopolitical analyst Robert D. Kaplan discusses potential Israeli policy changes post-Netanyahu and insights on Gaza, Hamas, and Hezbollah. Expert Ed Morse analyzes the impact of Brent crude oil reaching $90 a barrel and global hydrocarbon market dynamics, highlighting supply side factors and market distortions.

Alicia Levine, Head of Investment Strategy at BNY Wealth, analyzes the equity market amidst political uncertainties. Ed Morse, Senior Advisor at Hartree Partners, discusses energy markets' outlook in a potential second Trump administration, highlighting OPEC+ dynamics. Mike Mayo, from Wells Fargo, dives into banking sector performance, emphasizing investment strategies and the impact of tariffs on major banks and international trade. Together, they unravel the intricate threads of finance in today's shifting landscape.

Ed Morse, a Senior Advisor and commodities strategist at Hartree Partners with extensive experience in global oil markets, sheds light on the intricacies of Venezuela's oil revival amidst political upheaval. He shares insights on the billions needed in investment for infrastructure to attract oil companies back to Venezuela. Morse also discusses the geopolitical landscape, US involvement, and China's predicament as a creditor. Additionally, he explores OPEC+'s cautious strategy and how expanding U.S. energy policy could reshape the future beyond oil.