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Markets have been selling off — but geopolitical disruption may be creating new investing opportunities. In this video, we are joined by special guest Stephen Hester, CFA, to break down the latest global developments reshaping energy, commodities, and financial markets.
 

00:30:40

Timestamps:

• 0:00 – Markets sell off & why volatility is rising
• 1:00 – Tariffs, Trump, and the macro backdrop
• 2:00 – Greenland, Europe, and geopolitical pressure
• 3:00 – Greenland minerals & unexpected stock winners
• 3:35 – Maduro captured: reshaping the global oil map
• 4:20 – Stephen Hester’s background & energy expertise
• 6:00 – Heavy oil vs. light oil: why it matters for profits
• 9:35 – History of U.S. oil companies in Venezuela
• 14:30 – Can Venezuela oil really move the needle for Big Oil?
• 18:05 – Reserve replacement vs. EPS growth
• 19:50 – Mexico vs. Venezuela: why intervention risk differs
• 25:30 – Stocks set to benefit: oil majors vs. oil service firms

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