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In this quarterly market recap, Matt Reustle turns the mic on Eric to analyze the tumultuous market environment of Q1 2025. They discuss the significant market downturn following the implementation of unexpected tariff policies, with the S&P down over 8% and Nasdaq down 12.5% by mid-April. Eric provides insights into how surprisingly high tariff announcements completely upended market expectations, the bond market's volatile reaction, and potential implications for corporate earnings and economic growth. The conversation explores the complex relationship between the US and China, concerns about capital flight, the Fed's challenging position between inflation and growth concerns, and how political decisions are creating unprecedented uncertainty in global markets.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:01:04) First Quarter 2025 Market Recap
(00:02:10) Market Reactions and Expectations
(00:07:09) Tariffs and Trade Tensions
(00:08:51) Impact on Global Trade and Economy
(00:21:14) China's Role and Market Dynamics
(00:24:31) The US-China Economic Strategy
(00:25:10) Trump's Tariff Tactics
(00:26:50) The Federal Reserve's Focus
(00:28:11) Impact of Tariffs on Inflation
(00:29:53) Negotiation Strategies and Global Trade
(00:32:52) Market Reactions and Investor Strategies
(00:41:32) Private Credit and Equity Concerns
(00:43:14) Political Shifts and Tariff Policies
(00:44:16) Future Outlook
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My guest today is Daniel Dicker, a seasoned oil trader, former floor broker at the NYMEX, and well-known expert on energy markets. Over a three-decade career, Daniel has seen the full arc of oil’s role in financial markets—from a bellwether commodity to a sidelined input. In this conversation, we explore why oil has fallen off the radar for many investors, and what signs might bring it roaring back. We also discuss why renewables aren’t ready, how nuclear fits in, and the unexpected reasons he might start buying oil again. Please enjoy this conversation with Daniel Dicker.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:00:43) The Changing Role of Oil in the Economy
(00:01:56) Financialization and Speculation in Oil Markets
(00:04:55) Impact of Renewables and ESG on Oil
(00:07:01) Government Policies and Oil Prices
(00:14:45) Strategic Petroleum Reserve and Market Manipulation
(00:17:38) Recession Risks and Corporate Earnings
(00:23:35) Media Coverage of Commodities
(00:24:36) Investment Strategies in Energy
(00:25:19) Oil Market Dynamics and Bankruptcies
(00:26:46) Buffett's Investment in Occidental
(00:28:28) Renewable Energy and Carbon Capture
(00:30:37) Nuclear Energy Investments
(00:37:27) Geopolitics and Oil Supply
(00:39:47) OPEC's Challenges and Strategies
(00:42:46) Future of Oil Prices
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