Appears On
Episode Appearances
Marketplace · May 5, 2026
Let's check in on the U.S. trade deficit
“Discussed government deficit concerns and their impact on long-term bond yields”
Treasury Bond Yields and Long-Term Interest RatesU.S. Trade Deficit and Tariff Policy EffectivenessGeopolitical Impact on Energy Markets and Inflation
View AnalysisMarketplace · Mar 2, 2026
Overnight, a wartime economy
“Head of strategy at Credit Suisse; analyzed energy price impacts on consumer demand and yields.”
Oil Market Shock and Energy PricingNatural Gas Supply Disruption (Qatar LNG)Strait of Hormuz Chokepoint Risk
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Marketplace All-in-One · Mar 2, 2026
Overnight, a wartime economy
“Head of strategy at Credit Suisse; analyzed energy price thresholds for consumer demand destruction”
Oil market shocks and energy price volatilityStagflation risk and monetary policy dilemmasGlobal supply chain resilience and diversification
View Analysis