Global Commodities: Oil Glut Paves Way for Stronger Sanctions
The US and EU impose sanctions on Russia's largest oil companies, leading to logistical challenges and potential secondary sanctions for third...
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Calm Surface, Cracks Beneath: Oil Shocks, Credit Risk & AI Disruption | Protect the Pile Episode 10
The S&P 500 remains flat for the year despite market volatility, supported by global liquidity measures, the Fed's expanding balance sheet,...
122 Views
Global Commodities: Oil, gas, and metals kick off a volatile year
Section 232 allows the president to investigate imports threatening national security, with the recent critical minerals report leading to...
172 Views
Global Commodities: 2026 Outlook – Supply-driven crocodile cycle
The precious metals sub index has experienced a significant increase, with gold price expected to reach $5,000 per ounce by the end of 2026, while...
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Generative AI in Investment Mgmt: Value Investor's Perspective w/ Ehsan Ehsani | New Barbarians #035
Ehsan Ehsani, executive director at Crescendo Partners and adjunct professor, will be organizing the Generative AI and Investment Management...
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