
KP discusses the complex market backdrop influenced by geopolitical tensions, oil risks, and AI scarcity.
Uncertainty, Oil Risk, and AI Scarcity: Markets at a Crossroads From Las Vegas to Corona, California, KP checks in during a week where geopolitical tension, Fed uncertainty, and rapid AI expansion collided—creating one of the most complex backdrops for markets in recent memory. With conflict impacting key oil routes and headlines shifting by the hour, volatility has returned across stocks, bonds, and commodities. In this episode, KP breaks down how disruptions tied to the Strait of Hormuz a...
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