PODCAST: Daily Energy Markets - April 27th
This Monday morning, Omar Najia warned oil and equities face downside as tensions and recession risks mount, urging cash over risk assets. Marc Howson highlighted tightening LNG supply and rising Asian prices driving demand destruction. Rachel Ziemba stressed US resilience and inflation pressures. …
Episode 4 | The Weaponized Economy
Geo-economic and country risk expert Rachel Ziemba joins Nick and Larry to discuss the intersection of government policy and global commerce. This episode explores how sovereign balance sheets and coercive tools like sanctions have become primary instruments of modern statecraft, fundamentally shif…
The Weaponized Economy
Geo-economic and country risk expert Rachel Ziemba joins Nick and Larry to discuss the intersection of government policy and global commerce. This episode explores how sovereign balance sheets and coercive tools like sanctions have become primary instruments of modern statecraft, fundamentally shif…
Bloomberg Surveillance TV: May 11th, 2026
Featuring:
Aaron Kennon, CEO & Co-Founder of Clear Harbor Asset Management
Rachel Ziemba, Adjunct Senior Fellow at the Center for A New American Security
Roukaya Ibrahim, Chief Strategist: Commodity & Energy Strategy for BCA Research
See omnystudio.com/listener for privacy information.
Rachel Ziemba on Oil Risks and Stagflation Threat
Rachel Ziemba warns oil holding near triple digits could mask deeper geopolitical risks and fuel inflation. She highlights growing stagflation concerns, especially in Asia, as input costs rise. Ziemba adds that supply strain and second-order effects could pressure global growth and data center inve…
PODCAST: Daily Energy Markets - June 1st
Have markets become too optimistic about a US-Iran breakthrough? Today’s Daily Energy Markets examined whether last week’s oil sell-off was misplaced as negotiations appear further from a deal than before. Omar Najia argued oil has found its floor and could rise. Rachel Ziemba warned inflation pres…
Greenspan’s Legacy Meets Supply Shock Reality: Fed, Oil, and Inflation Risks
Rachel Ziemba examines Alan Greenspan’s legacy and the Fed’s current policy challenges in a supply shock-driven environment. She highlights the impact of fiscal spending, the disconnect between oil prices and rising rate expectations, and persistent inflation pressures. Ziemba also warns of volatil…
PODCAST: Daily Energy Markets - July 2nd
In the final Daily Energy Markets podcast of the season, the question is whether Brent crude is underpricing the risk of prolonged disruption in the Strait of Hormuz and whether the US-Iran MOU can hold long enough to avoid another regional crisis. David Fyfe argued fundamentals remain tighter than…
PODCAST: Daily Energy Markets - September 25
Capping the week, moderator Sean Evers asked a question that remains unanswered: how long before dwindling oil inventories trigger a systemic squeeze? Rachel Ziemba saw little substance in US–China talks and no clear path to an Iran deal. Henning Gloystein flagged winter distillate shortages despit…
Talking Trade Ep. 122 - Rachel Ziemba, Ziemba Insights
In the latest episode of “Talking Trade,” Rachel Ziemba of Ziemba Insights says a recent state meeting between President Donald Trump and China’s President Xi Jinping “may not give as much certainty to business” as the leaders may hope.
Ziemba is an adjunct fellow at the Center for a New American…
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