About this episode

The episode discusses India's challenges in trade negotiations with the US amid rising oil costs due to the Iran conflict.

India is facing a double hit from the Iran conflict — oil import costs are surging while its rupee weakens, squeezing corporate margins and complicating the country's ambitious trade negotiations with the United States. We look at how the world's most populous country is navigating this energy crisis and what it means for emerging market investors. Today's Stocks & Topics: U.S. Bancorp (USB), Market Wrap, NVIDIA Corporation (NVDA), Consumer Price Index (CPI-U) Report, Gaming and Leisure Properties, Inc. (GLPI), India's US Trade Deal in 2026: Can It Survive the Iran Oil Shock?, RTX Corporation (RTX), T. Rowe Price Group, Inc. (TROW), Perpetual Futures. Our Sponsors: * Check out Chilipad and use my code INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands

People in this episode

Hosts: Justin Klein, Luke Guerrero

Topics covered

• India US trade deal
• Iran oil conflict
• emerging markets
• energy crisis
• corporate margins

Keywords

• India
• US trade deal
• Iran oil shock
• emerging markets
• corporate margins
• energy crisis

Sponsors

Chilipad, Plaud AI, Quince, TruDiagnostic

Mentioned in this episode

Organizations: U.S. Bancorp, NVIDIA Corporation, Gaming and Leisure Properties, Inc., RTX Corporation, T. Rowe Price Group, Inc.

Places: India, United States

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