On this week’s episode of Viewpoints, Burkhard reflects on the developments surrounding DeepSeek and the impact felt by US technology and energy companies. Burkhard also shares some interesting boots-on-the-ground takeaways from recently attended deep-tech conferences, along with weighs the impacts of the global race for energy resources.
Yesterday
Talking Markets Podcast with Jan van Eck of VanEck
Jan van Eck is the Chief Executive Officer of VanEck. We cover a wide range of top of mind topics for investors, including a look at the US macroeconomic environment, the road ahead for monetary policy, the impacts of US trade policy and artificial intelligence to economic activi ... Show More
13m 5s
Yesterday
UBS On-Air: Paul Donovan Daily Audio 'Inflation (data) is coming'
The US government has announced that, regardless of the government shutdown, the September consumer price inflation data will be coming out (probably late). This is legally required, to enable the cost of living calculation that raises social security payments—huge swathes of US ... Show More
2m 41s
Oct 9
Top of the Morning: US Financials - Sector update & outlook
We cover a range of sector-related topics, spanning concerns over subprime consumer credit and private credit, a preview of the upcoming Q3 earnings season for financials, sector positioning, and YTD performance across sub-sectors. Featured is Jeff Harwood, CIO Financials Analyst ... Show More
9m 10s
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
Jan 2025
PODCAST: How Trump Tariffs Could Shape US-LATAM Energy Trades In 2025?
Exploring the evolving dynamics of US-LATAM energy trade, experts debate the potential impacts of Trump tariffs on key players like Venezuela and Mexico, and the rising influence of China in the region. Listen in to this panel session which unpacks the strategic shifts, energy op ... Show More
31m 7s
May 2025
PODCAST: Daily Energy Markets - May 12th
Omar Najia, Derivatives Trader, BB Energy; Narendra Taneja, India's Leading Energy Expert; and Victor Yang, Senior Analyst, JLC Network Technology, shed light on the major developments over the weekend in China’s trade talks with the US, India’s ceasefire with Pakistan, and Trump ... Show More
34m 36s
Jul 2024
One Thing: Power Lines for the Left Behind
A sweltering summer is continuing around the world, as the planet continues to break records for the hottest day in recorded history. In the US, medical officials and utility companies in multiple cities are struggling to keep up. In this episode, we look at why power grid resili ... Show More
18m 48s
Jun 2024
PODCAST: Daily Energy Markets - June 12th
The Daily Energy Markets Podcast dissected the headlines surrounding energy transition in Europe and the US, with James McCallum, CEO & Chairman, Xergy Group, and Professor of Energy, Strathclyde University; and Bill Spindle, Senior Global Correspondent, Cipher News. Bora Bariman ... Show More
32m 38s
Sep 2024
Fuels Focus: Your Weekly Insight into the US Refined Products Market
Stay informed with Fuels Focus, the essential podcast form Argus that delivers timely analysis and key highlights from the US refined products marketplace. Each week, our experts break down the most significant developments affecting gasoline, diesel, jet fuel, RINs and ethanol p ... Show More
2m 44s