Escalating conflicts in the Middle East, coupled with China’s latest round of stimulus, are changing the supply-and-demand dynamics for oil prices. Goldman Sachs Research’s Daan Struyven, co-head of commodities research, explains the implications for oil and gold prices.
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Aug 19
Paid to Sweat: Centerbridge's Jeff Aronson on the Growth of Private Markets
In the latest episode of Goldman Sachs Exchanges: Great Investors, Jeff Aronson, the co-founder and managing principal of Centerbridge Partners, discusses his career and path to building the firm, and the opportunities and challenges facing private investment managers today. This ... Show More
45m 30s
Aug 12
Searching for Signals: BlackRock’s Raffaele Savi on the Future of Systematic Investing
Raffaele Savi, global head of BlackRock Systematic, shares his perspective on the evolution of quantitative investing, the role of AI, and the recent volatility in the market. This episode was recorded on July 29, 2025. Learn more about your ad choices. Visit megaphone.fm/adchoic ... Show More
39m 6s
Aug 7
Finding the Right Problems: How Sutter Hill Ventures’ Mike Speiser Creates Great Companies
As one of Silicon Valley’s most respected venture capitalists, Mike Speiser, managing director of Sutter Hill Ventures, doesn’t just invest in companies, he often takes a leading role in building them. On the latest episode of Goldman Sachs Exchanges: Great Investors, Speiser dis ... Show More
51 m
Aug 2023
Le rebond du prix du pétrole est-il un dead cat bounce ? | Fast & Forex | Swissquote
Prix du pétrole, les trois raisons fondamentales du rebond estival
00:00 Le rebond du pétrole peut-il relancer l’inflation ?
07:01 Prix du pétrole, les trois raisons fondamentales du rebond estival
09:23 Conjoncturelle ou structurelle, la nature du rebond de l’or noir se trouve d ... Show More
27m 24s
May 2024
How shale rewrote the global oil order
For decades, countries in the Middle East have dominated the oil market, pumping large quantities of the world’s supply. Along with that has come a pattern: when there’s conflict in the region, oil prices rise. The pattern seems to be breaking though, mainly because of one thing: ... Show More
17m 41s
Oct 2024
Oil swings between China disappointment, Middle East tensions. Copper futures down. | MarketTalk: What’s up today? | Swi
The week started on an ugly note except for those who have a long exposure to energy related assets. The crumbling dovish Federal Reserve (Fed) expectations at the wake of a blowout jobs report from the US, the lack of further stimulus measures from China and the mounting geopoli ... Show More
11m 10s
Apr 2025
Hurray Lower Gas Prices. Oh Darn, Lower Gas Prices
Back in the 1970’s there was a very popular graphic of a Lincoln US one cent coin. The original coin on the back has the words engraved “In God we Trust”. The coin had been altered to say, in Oil we trust. At the time, that meme rang true as people were lining up at gas stations ... Show More
5m 5s
Jul 3
PODCAST: Daily Energy Markets - July 3rd
Amid volatile oil prices, energy and commodities experts Choeib Boutamine, Nadia Martin Wiggen, and Ahmed Mehdi unpacked the ripple effects of Trump’s vast budget bill, OPEC+ supply decisions, and global trade negotiations on energy markets. With inventories high in China and US ... Show More
32m 38s
Jul 2023
What The Oil Bulls Got Wrong | Michael Kao & Alexander Stahel on the Chinese Yuan & Oil "Doom Loop"
--On todays episode of Forward Guidance, Michael Kao, former hedge fund manager turned private investor & Alexander Stahel, Founder & CIO at Burggraben Holding AG join the show for a discussion on the current state of global macro & how those current macro factors are impacting e ... Show More
1h 28m
May 6
La chute du prix du baril de pétrole, le vent tourne pour les énergies renouvelables et les difficultés de l'industrie automobile
Tous les jours dans la matinale d’Europe 1, Olivier de Lagarde scrute et analyse la presse du jour. Aujourd’hui, les conséquences de la vertigineuse chute du prix du baril de pétrole, le débat sur la politique énergétique et les difficultés de l'industrie automobile.
Distribué pa ... Show More
7m 43s
Jun 24
Dave Erfle - War Premium Fades What’s Next For Gold, GDX, Silver & Q2 Setups
Dave Erfle, founder and editor of Junior Miner Junky, joins us for a discussion on the precious metals sector amid intense geopolitical volatility and Q2 market positioning. Oil prices spiked and reversed sharply on Middle East tensions, but gold remained impressively resilient n ... Show More
17m 5s