Patrick De Haan

Patrick DeHaan, gasoline analyst who tracks consumer fuel spending. Howard Marks, Oaktree Capital co-founder and market commentator. They discuss a sharp market sell-off tied to Iran-related attacks and risks in the Strait of Hormuz. Conversation covers rising U.S. crude prices, surging pump costs, and the impact on airlines and cyclical stocks.

Patrick De Haan, an analyst at GasBuddy, delves into the oil market's complexities and predicts a tough year ahead in 2025 for energy prices amidst geopolitical tensions. Terry Haines, founder of Pangaea Policy, reflects on Jimmy Carter's often-overlooked legacy, emphasizing how his presidency taught that there are limits to executive power and discussing the careful balance in economic policy during his term. Together, they explore the interplay between historical insights and contemporary market dynamics.

Guests discuss global investment outlook with focus on AI race, inflation, fiscal stimulus, Fed's rate cuts, gas prices, and summer travel expectations.