Leslie Palti-Guzman

Golnar Motevalli, Bloomberg Middle East reporter covering Iran and regional geopolitics. Victoria Fernandez, Chief Market Strategist at Crossmark Global Investments. Leslie Palti-Guzman, founder of Energy Vista, energy risk analyst. Cameron Dawson, CIO at NewEdge Wealth on market behavior. They discuss Iran’s leadership shift and sustained strikes. They cover soaring oil, shipping and pipeline risks in the Gulf. They debate market volatility and portfolio positioning amid prolonged conflict.

Michael Darda, Managing Director and Chief Economist at Roth Capital Partners, breaks down the recent CPI report, revealing its implications for the Fed and market expectations. Leslie Palti-Guzman, Founder of Vista Energy, explores global energy dynamics, discussing how China balances production and imports while navigating sanctions. They dive into the effects on oil prices, the U.S.'s energy independence, and how logistics influence global supply. Insightful discussions on labor market signals and energy flows make this conversation a must-listen!

Ali Al Riyami, a former director at Oman’s Ministry of Energy, shares insights on OPEC+ strategies amidst fluctuating oil prices. Leslie Palti-Guzman, founder of Energy Vista, discusses the geopolitical implications of the Ukraine conflict on Europe's LNG strategy and dependency on Russian gas. Meanwhile, Ehsan Ulhaq provides a detailed look at oil market fundamentals, emphasizing the need for OPEC to reevaluate production quotas in light of actual outputs. Together, they unpack the intricate ties between geopolitics and global energy markets.