Our conversation outlines CIO’s current thinking when it comes to the US energy sector, along with the current price outlook for both WTI crude oil and natural gas. We also spend some time discussing the risks to the sector, provide an update on the energy transition (a CIO longer-term investment theme), and where opportunities exist within the broader sect ... Show More
Yesterday
Navigating macroeconomic & geopolitical risks with Jordan Brooks, AQR Capital Management
Jordan Brooks serves as Principal and Co-Head of the Macro Strategies Group at AQR Capital Management. With no shortage of macroeconomic and geopolitical risks out there for investors to consider, Jordan explains what is top of mind for his team at AQR, and shares guidance when i ... Show More
15m 4s
Jul 8
Top of the Morning: Emerging Markets - Investing in Brazil
A look at the investment case for Brazil, and why the environment of today differs from that of the past. We also discuss the implications of a weaker US dollar, global trade tensions, and the direction monetary policy to Brazilian assets. Plus, an overview of risk considerations ... Show More
9m 53s
Sep 2020
Energy: Daniel Yergin on Energy, Climate, and Geopolitics
This week’s guest is Daniel Yergin, Pulitzer prize winning author and renowned expert in energy, international relations, and economics. We discuss his latest book is The New Map: Energy, Climate, and the Clash of Nations (available now). Topics include: the growing conflict betw ... Show More
47m 1s
Mar 2022
Money Talks: Houston, we have a problem
As America and Britain announced embargoes on Russian energy, our global energy and climate innovation editor Vijay Vaitheeswaran talked to oil and gas industry leaders in Houston where jaws dropped and prices soared. He asks Jose Fernandez, US undersecretary of state for economi ... Show More
42m 46s
Mar 2022
Money Talks: Houston, we have a problem
As America and Britain announced embargoes on Russian energy, our global energy and climate innovation editor Vijay Vaitheeswaran talked to oil and gas industry leaders in Houston where jaws dropped and prices soared. He asks Jose Fernandez, US undersecretary of state for economi ... Show More
42m 46s
Jul 2022
How Companies are Navigating the Energy Transition
From geopolitical tensions, surging gas prices and energy shortages, how are major companies dealing with the energy transition? In the latest episode of Exchanges at Goldman Sachs, Giulia Chierchia, Executive Vice President of Strategy, Sustainability & Ventures at bp, and Miche ... Show More
32m 40s