Ellen Wald

Harry Wallop, consumer journalist who decodes how oil and gas swings hit household bills. Dr Ellen R. Wald, energy expert on Middle East strategy and oil geopolitics. They discuss why the Strait of Hormuz matters, how tanker disruptions spike prices, tools to calm markets, potential triple-digit prices if flows stop, and how oil shapes wars, inflation and home heating costs.

Ellen Wald, President of Transversal Consulting and a senior fellow at the Atlantic Council, shares her insights on how the ongoing Mideast conflict influences oil prices. Despite tensions, oil production remains intact, with Iran signaling a willingness to de-escalate. Wald discusses how geopolitical events shape market perceptions and the recent stability in equity markets. She also highlights the historical context of oil volatility and the complexities involved in regional security, making for an engaging conversation on investment strategies amid uncertainty.

Jan van Eck, CEO of VanEck Funds, offers ETF and gold market perspective. Dr. Ellen Wald, energy and geopolitics expert, weighs in on oil and supply risks. They dig into gold’s rally and ETF flows. They explore how AI and electrification may boost commodity demand. They consider geopolitical strains, Venezuela and oil company constraints.

James Crombie, credit markets analyst who tracks private lending risks. Ellen Wald, energy and geopolitics expert focused on oil and shipping. Ed Ludlow, tech reporter explaining oracle/OpenAI data-center developments. They discuss the collapse of an Abilene AI campus deal, Nvidia's $150M play to protect GPU share, and how data-center build, grid and market forces reshape AI infrastructure plans.

Ellen Wald, an expert on energy policy, discusses the caution shown by U.S. oil executives regarding investment in Venezuela, emphasizing the need for stable legal frameworks. Rockford Weitz analyzes the geopolitical implications of Russia and China in Venezuela, highlighting their strategic interests in the region. Chief economist Gregory Daco examines the labor market's slowdown and explores how Venezuelan oil could influence inflation, revealing potential AI benefits for economic resilience.

Samantha Dart, Goldman Sachs commodities chief, breaks down refined fuels and supply scenarios. Mandeep Singh, Bloomberg Intelligence tech head, parses NVIDIA, semiconductors and AI partnerships. Ellen Wald, energy market strategist, assesses oil market risks and Gulf drone threats. They discuss soaring drone attacks, oil and refined-product shocks, semiconductor supply limits, and implications for global energy and tech markets.

Ellen Wald, energy markets expert and author, explains how Middle East disruptions could jolt oil supply. Gary Evans, CEO of United States Antimony, discusses ramping U.S. critical-mineral production and defense grants. Gerry Doyle, global defense editor, analyzes how the U.S.-Iran conflict strains military stockpiles. They dig into oil, minerals, supply chains and military logistics in short, fast-moving conversations.

Edward Price, NYU Iran expert, on regime-change risks and diplomatic fallout. Dr Ariel Cohen, Atlantic Council analyst, on the shifting character of the Iran conflict and Strait of Hormuz security. Ellen Wald, energy analyst and Transversal Consulting president, on oil market shocks, OPEC+ reactions, and tanker/LNG disruptions. Multiple short takes on market and regional security repercussions.

Dr. Ellen Wald, an energy analyst at the Atlantic Council, shares insights on how potential peace in Ukraine could impact global oil supplies and prices. Mishel Alon, from Verve, analyzes the shift in consumer behavior toward intentional holiday shopping, highlighting the rise in searches for trusted brands. Carol Pepper, CEO of Pepper International, discusses family offices' growing interest in alternative investments and the anticipated surge of AI-related IPOs, emphasizing a cautious outlook for 2026 despite market noise.

Ellen Wald, an energy policy expert, discusses how potential U.S. strikes on Venezuela might have limited impact on global oil markets due to sanctions. Laura Martin dives into Netflix's strategic moves regarding Warner Bros. and how its stock split could engage more retail investors. Tom Forte provides insights on Amazon's strong AWS performance and discusses its heavy investments in AI. Finally, Dan Sheridan of Brooks Running talks about the running market's growth and how tariffs are shifting their supply chain strategies.