
With the Strait of Hormuz blockaded and global oil inventories drawing down fast, the oil market is approaching a critical inflection point. Paul Gooden cuts through the geopolitical noise to explain the supply-and-demand dynamics at play, what the numbers actually mean for oil prices, and why equity investors are more cautious than you might expect. Hosted on Acast. See acast.com/privacy for more information.
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#84 Beyond the index: why concentration risk may be active management's biggest opportunity

#82 Who really controls the Fed?

#81 The 5% problem: why bonds are back in the conversation

#80 The art of sleeping when markets can't
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