Marcelo P. Lima
Founder and Managing Partner at Heller House, commenting on fintech, corporate efficiency, and the implications of layoffs and AI for the sector.
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Mar 2, 2026 • 36min
Treasuries Sink as Oil Jumps on Iran War, Stoking Inflation Fears
Cole Smead, CEO and portfolio manager at Smead Capital Management, on energy markets and oil supply risks. Marcelo P. Lima, founder of Heller House, on fintech efficiency, layoffs and AI implications. Michael Contopoulos, deputy CIO at Richard Bernstein Advisors, on equities, bonds and liquidity. They discuss oil spikes from Middle East conflict, inflation and bond moves, fintech cost cuts, and portfolio positioning amid volatility.
