All Episodes

This week on "You're in Business", Claudia Sahm provides the clearest answers yet on the Fed's independence. She is the chief economist at New Century Advisors and former Fed Section Chief. The health of the economy in the face of tariff uncertainty is finally showing in the data. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Show Open, Gold Prices 03:03 Fed’s View on XAU Rally06:58 China Tariff, Rare Earths08:59 Trump-Xi Talks and Deal10:59 US Inflation Data Impact13:27 New Way to Capture CPI16:48 Analysis of US Economy19:43 Will We Get a Recession?22:06 Sahm Rule 2025 & 202626:18 Here’s the Fed’s Dilemma32:30 Number of Fed Rate Cuts36:58 Motivation of Economist42:44 Reflecting on Fed Career ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #tariffs #inflation #economics

How are businesses navigating the dramatic tit-for-tat between the US and China? In this conversation, we take you through the global investment opportunity roadmap. Hazem Ben-Gacem is the CEO of BlueFive Capital. He formerly co-led Investcorp where he worked on deals including Tiffany and Gucci over three decades. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, US Policy Uncertainty 03:06 Next Cycle Coming for the US Dollar05:27 Analysis: $55 Billion Electronic Arts09:20 A Closer Look at Next Market Shock12:41 BlueFive Capital Plan for the Future15:56 Sector of Major Investment Interest19:53 Cross-Border Allocation Challenges23:33 How to Factor in US-China Tensions29:01 Dynamics of Private Equity Industry35:26 Abu Dhabi vs Riyadh vs Dubai Setup40:05 Tunisia is a Country of 11M Hustlers ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financepodcast #investing #privateequity

The "Dean of Valuation" reveals where you will find the best investments across asset classes. At a time of upheaval from Trump to the Fed, we take a rare look at which US stocks still make sense to own, and whether it's time to move more to an international selection. Certain companies are also refusing to act their age. And the firms on that list are jaw-dropping. Aswath Damodaran is Professor of Finance at New York University Stern School of Business.---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, AI Shift in New World02:27 Fed “Wizard of Oz” and Powerless05:05 Market Valuations, Better Earnings09:32 The Problem with Firms like NVIDIA11:56 How to Factor in Geopolitical Risks 16:25 Options Beyond the U.S. Treasuries 18:31 Damodaran’s View on China Stocks 23:17 New Opportunity Set in UAE, Saudi27:24 Key Country Risk Growth Dynamics30:13 Companies Are Getting THIS Wrong 34:02 Cultures in (GE), Microsoft and Intel40:07 Starbucks Still...Looking for Reboot42:42 Bitcoin (BTC) is NOT an Investment 45:15 The Biggest Worry for Microstrategy48:45 Best Advice for All Investors Today52:25 Regret Over Missing Out (i.e ROMO)---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #personalfinance #investing #stockmarkets

In this episode, we get you the latest updates on Saudi investment opportunities. Most associate the Kingdom with being a source of capital abroad, but it's a huge national priority to get foreign investors onboard. We also examine the shifting weight of geopolitical risk in valuations. Mohammed Alsuwayed is the Founder and CEO of Razeen Capital. He was also an adviser at the Deputy Ministry for Strategic Planning. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, US Tariff Impact 02:35 Update on the Saudi Economy 05:31 Real Tests of Lower Oil Prices09:00 Geopolitical Risks Moving Up13:25 KSA Retail Investment Trends 17:33 Global vs Local Opportunities21:20 Fed Will Cut THIS Many Times 25:46 Saudi Property for Foreigners30:15 BTC, Cryptocurrency in Saudi 33:08 Razeen Capital, Methodology37:07 Starting New Business in KSA ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #saudiarabia #investing #stockmarkets

Today we examine the global economy with Professor Steve Hanke, tackling everything from Trump tariffs to gold’s record run and crypto’s risks. This is one of those conversations that makes you rethink how money actually works. Watch until the end…you’ll leave with insights you won’t find anywhere else. Steve H. Hanke is a Professor of Applied Economics and Founder of the Institute for Applied Economics at the Johns Hopkins University. Follow him on X (https://x.com/steve_hanke). ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Legality of Trump Tariffs02:39 Tariff Inflation Dynamics05:30 Posen's New Geography09:21 Money Supply M2 & M312:46 Firing of a Fed Governor16:58 Redesign Fed Mandates20:18 Gold Valuation Forecast23:41 Bitcoin and ETH Targets 28:47 Bonds, Stocks to Watch34:42 Hanke's Portfolio Today39:16 Other Nations' Currency43:28 Countries on Your Radar45:08 Inspirational Economist---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #inflation #investing #eurusd

What if the world’s most powerful oil producers aren’t telling us the whole story? In this conversation, Amena Bakr takes us inside the rooms where OPEC+ strategy is set, revealing what’s really driving decisions in Riyadh and Moscow. This isn’t just another market update: It’s a front-row seat to the energy chessboard. Amena Bakr is the Head of Middle East Energy & OPEC-Plus research at Kpler. She leads oil market analysis, OPEC policy research, and risk assessments in the Middle East. Previously, she was with the Energy Intelligence Group.---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Trump-Putin Meeting Reactions02:45 Russia-Ukraine War End Impact05:07 India Response to Tariff Threat07:24 Sanctioned Barrels Find a Way!10:19 OPEC+ Output, Demand Health13:22 Big Oil CEOs Price Target Calls17:30 Goldman Sachs GS Oil Outlook 20:58 Saudi Aramco Share Forecasts23:53 Brave China Consumption Data28:09 IEA vs OPEC Competing Views34:26 This Country Going to Surprise37:35 Fate of Renewables in the Gulf---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #oilandgas #investing #crudeoil

The artificial intelligence revolution is reshaping the world economy. In this exclusive interview we feature Dan Ives, Managing Director at Wedbush, who draws out a path for AI driving markets even higher. Is Nvidia still a buy? Can Tesla navigate Elon Musk's political dreams? How will Apple close the AI gap? Hear firsthand insights on investing in the AI supercycle.Dan Ives is one of Wall Street’s most recognizable names, and has been a tech analyst for over two decades covering the software as well as the broader technology sector.---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, Investor Energy Check02:06 “Buffet Indicator”, Market Valuation05:09 What Comes Next for the NASDAQ08:00 Nvidia Stock Analysis 5-Year View10:36 US-China Trade Deal Latest Update13:41 NVDA Supply Chain Risk, AMD Bets14:40 Elon Musk: “Oh Shut Up” Response18:32 Shockwaves Hitting Online Search20:42 Best 3 AI Stock Investments Today23:30 Apple to Buy These AI Companies27:25 Trump's Ongoing Pressure on Fed30:06 Personal Portfolio Strategy: QQQs32:17 Career on Wall Street: Big Lessons---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #marketanalysis #investing #stockmarkets

In this episode Nannette Hechler-Fayd’Herbe, Chief Investment Officer at Swiss bank Lombard Odier, joins us for a wide-ranging conversation on Europe, the impact of US tariffs, and why central banks may no longer be steering the ship. Nannette also shares her views on Bitcoin and gold. She further lays out how geopolitical tensions are shaping asset allocation decisions for long-term investors.After 24 years at Credit Suisse and now leading investment strategy across EMEA, Nannette brings clarity to some of today’s most complex economic themes. Prepare for a smart discussion on what really matters for investors right now.---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia . Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, Swiss Tariff Pulse Check03:22 Inflation Outlook for Switzerland & EU 05:08 Conditions for Currency Interventions07:48 Swiss Stock Market SIX Performance10:53 Time to Sell Nvidia (NVDA) Exposure?12:57 Germany's DAX Stock Index Analyses16:06 Central Bank Influence is Exaggerated19:19 Outlook for EURUSD and Key FX Plays23:33 Finding the Right Price for Geopolitics26:40 Gold Price Forecast, Technical Levels29:59 Crypto Volatility, Bitcoin's Price (BTC)36:44 Recession or No Recession in the US? 40:39 Insights from a Global Finance Career---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financetips #investing #stockmarkets

In this fireside chat we welcome Jim Bianco, President of Bianco Research, to dissect the latest multi-trillion-dollar tax-and-spending package and the future of Federal Reserve. Jim unpacks why interest rates may hold steady and goes into a passionate argument about how democratized finance is rewiring markets. He also reveals his "4-5-6" portfolio playbook which will guide you through today’s landscape. A few big calls on crypto as well! Since 1990 Jim Bianco’s commentaries have offered a unique perspective on the global economy and financial markets. Jim has built a decades-long reputation for objective Wall Street research that challenges consensus thinking.---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Introduction, OBB Bill, Tax Cuts Remain02:23 Stocks at All-Time Highs, Crisis Ahead04:52 Reconfiguring the Global Trade System08:16 Jerome Powell in a “No-Win Situation”12:00 Who Will be the New Chair of the Fed?15:58 Markets Clearly Rejecting Fed Policy18:07 Investor's Resilience to Wars, “FOMO”22:13 Supplementary Leverage Ratio (SLR)25:42 Pennsylvania Plan, New World Order27:18 S&P500 Best Performing Stocks 202531:16 4-5-6 Playbook, Great Investing Ideas34:41 Finding the Best Bond Market Trades38:05 GENIUS Act Big Step Back for Crypto41:03 Buy Ethereum (ETH), Crypto Strategy---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financetips #investing #stockmarkets

Investors are misreading risks in the Middle East. In this fireside chat with Mohammed Ali Yasin, CEO of Ghaf Benefits, we talk about what it really takes to build long-term wealth in uncertain times.   As tensions surge between Israel and Iran, Mohammed offers perspective shaped by three decades of navigating regional markets. He explains what’s being priced in and why patience might be the ultimate edge right now.    M.A. Yasin has held several high-profile leadership positions during his career, including serving as CEO of FAB Securities. He is based in Abu Dhabi.   ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching!   ---- 🗒️ Time Stamps 00:00 Introduction, First War Reactions 03:41 Higher Inflation, Fed Very Limited 07:30 Precious Metals, Bonds and Cash 10:17 Oil Price Volatility, Recession Call 13:00 Strait of Hormuz Not as Important 16:05 Efforts to Break Oil Dependence 19:28 Psychology of Regional Investors 23:56 Case for Saudi Stocks vs S&P500 28:33 Ghaf Benefits Pension Advantage 33:36 Biggest Myths Retirement Saving 36:41 Toughest Moments in Investment 39:35 Buy or Sell Dubai Property Today 42:51 Inspirations from Warren Buffet ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #financetips #investing #stockmarkets

In this exclusive episode, finance veteran Bob Diamond joins us to explore the biggest questions on everyone’s mind. We discuss the U.S. debt situation as well as the latest from the trade war. There's a profound conviction in a better tomorrow. He also has strong opinions on how regulators should approach crypto and go behind-the-scenes to the 2008 crash for perspective.     Bob Diamond is the CEO of Atlas Merchant Capital, based in New York. Until 2012, he was the Chief Executive Officer of Barclays. He has held senior roles at CS First Boston and Morgan Stanley.   ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia . Links to our partners are in the show notes. Thank you for watching!   ---- 🗒️ Time Stamps 00:00 Introduction, Elon Musk, Optimism 02:51 US Debt Situation, Confusing Signals 05:17 Opinion on Government Legislation 08:52 Damage Being Done to Brand USA 11:25 Latest US-China Tariff War Tension 14:52 Will the US Dollar Crash or Stabilize? 17:28 Expectations for Fed Interest Rates 20:30 Role of Alternatives: Gold & Crypto 24:32 Future of Private Equity, Challenges 27:57 US Regional Banks Opportunities 30:00 Outlook for Saudi, UAE and Qatar 33:10 US Ways vs Europe Biblical Justice 36:20 Top Financial Center: NYC, London 41:44 Big 2007 and 2008 Crisis Moments 44:44 Right to Let Lehman Brothers Fail? 50:48 Inspiration from 1st Boss: Bill Cook ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #privateequity #economics #investor

Veteran oil market commentator Vandana Hari joins the program to unpack the surprising slump in prices despite rising risks of a coordinated military strike on Iran. She also shares her take on OPEC as well as the ongoing challenges of market transparency. It's a very different view on what could shape the crude markets in years to come. Vandana Hari is Founder & CEO of Vanda Insights, which provides global oil markets macro-analysis. She has over three decades of experience providing intelligence on energy. Before launching Vanda Insights in 2016, Vandana served in leadership roles at S&P Global Commodity Insights. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia. Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Industry Pulse Check 03:51 China Crude Demand 08:55 New US-Iran Relation 12:46 OPEC Plus Dynamics 17:00 India's Oil Strategies 19:52 Russian Oil Imports 23:28 OPEC+ Governance 28:59 Big Oil Corporations 33:59 Oil Data's Credibility 37:13 Peak Oil Demand? 33:02 Career Discoveries ---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #crudeoil #economics #petrolprice

In this episode you hear from Chief Economist Nasser Saidi about Lebanon’s crisis and the steps needed to fix it. He shows how overhauling banks as well as creating a national wealth fund can rebuild public trust. The country actually has a real chance to recover. Nasser Saidi is the Founder and President of Nasser Saidi & Associates. Former roles include Executive Director of Hawkamah, The Institute for Corporate Governance as well as the Minister of Economy and Trade between 1998-2000. He was also the first Vice-Governor of the Central Bank of Lebanon (BDL) for two successive mandates. ---- 📌 Enjoy this interview? SUBSCRIBE for more @ygemedia . Links to our partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Show Open, Top-Line on Lebanon’s Reform02:53 Long Road to Rescue a Quasi-Failed State 07:23 What Happens to Money Stuck in Banks?10:36 Inspiration from Sovereign Wealth Funds 13:24 A Renaissance in Relations with the Gulf16:15 Flexible Exchange Rate Absorbs Pressure18:02 Early Warning at Central Bank of Lebanon21:14 Saudi Arabia’s Economic Situation in 202525:14 Shift to Deeper Trade Dynamics with Asia29:36 Impact of Trade Tariffs on Wider Mideast32:17 Currencies Due for a “Strategic Review”36:28 Real Playbook for the New Trump World41:22 Personal Reflections, How Interest Began---- By hekayaproductions ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #lebanon #economics #tariffs

The global credit ratings system is rapidly losing credibility in the eyes of LBBW Chief Economist Moritz Kraemer, who is now sounding the alarm. In this exclusive conversation, Moritz warns of major economic risks brewing beneath the surface, highlighting runaway U.S. debt and volatile American policy decisions that will destabilize markets.   Germany in the meantime is being held back by outdated investments as well as demographic shifts. Moritz stresses the urgency for Germany to innovate and reform before lasting damage is done. The country is at critical crossroads, but the potential upside is still there long-term.   Moritz Kraemer is Chief Economist and Head of Research at LBBW Bank. He is also a Senior Fellow at the Centre for Sustainable Finance at SOAS, University of London. Until 2018 he was at S&P Global as the Sovereign Ratings Group Global Chief Ratings Officer, overseeing the analysis on the creditworthiness of over 130 governments worldwide.    ---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia. Links to our promotional partners are in the show notes. Thank you for watching!   ---- 🗒️ Time Stamps 00:00 Warm Welcome to the Show, Pulse Check 02:20 German Competitiveness in the New World 05:25 "Schuldenbremse" Debt Brake Reforms? 07:40 Potential Tariff Deals between the EU & US 09:35 Use of EU “Digital Tax” as “Nuclear Option” 13:02 Fact Check: Are We Already in a Recession? 17:04 Reality Check on De-Dollarization, CHF, CAD 19:10 Euro Strength, Outlook for ECB Rate Cuts 22:10 Fed Choice: Save US Economy or US Dollar? 23:59 Wow: Big Ratings Agencies Still Very Slow 26:15 US Deserves to be Downgraded Right Now 28:37 Rational Expectations Theory NOT Rational 31:36 Guiding Principles: Stay True to Yourself 33:15 Sizable Short Position on the Stock Market 35:17 Gold "Overbought"! Market Not Big Enough 38:47 Morning Focus w/ No Breakfast, Only Coffee ---- By hekayaproductions.com ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #economics #tariffs

The global financial system is at a tipping point. In this discussion with Maurice Gravier, Chief Investment Officer at Emirates NBD, we dive into the fallout from the escalating US-China trade tensions on a new world of tariffs. He reveals why he's convinced there is only one precious metal that still has room to run. Plus, how investors can weather the stressful market turbulence. Get exclusive access to practical strategies to navigate 2025.Maurice Gravier provides Emirates NBD clients with comprehensive financial advisory as well as guidance on investment strategies. Gravier has over 20 years of experience running large pools of assets for sophisticated international investors. He held senior positions in Natixis as well as Lombard Odier before joining ENBD in 2018.---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia. Links to our promotional partners are in the show notes. Thank you for watching!---- 🗒️ Time Stamps 00:00 Logic vs Reality in Understanding US-China Trade War03:58 Is There a US Dollar Range That Works for the World?05:40 Foreigners No Longer Trust US Economic Leadership 08:55 Intervention Options from (Cautious) Federal Reserve11:32 Overnight: Business Forced to Reinvent Their Models14:36 Who is Behind Big Moves in US Government Bonds?17:08 Action Plan for Financial Success During Uncertainty22:30 Opportunities in Gulf Markets as Oil Gets Pressured25:42 Understanding Investor Appetite for Dubai Property31:41 Goldman Sachs Gold Price Target, Buy Even More? 34:29 Should I Rent a Gold Safe in Switzerland or Go ETFs?38:46 Bitcoin is the NASDAQ on Steroids. That's a Shame. 41:10 Tips for Anybody Considering a Move to Dubai (DXB)44:00 Personal Investment Strategy Still Missing a Home! 47:02 Critical Advice for Young Investors Starting Out Now ---- By hekayaproductions.com ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #personalfinance #tradewar

In this episode we're joined by Ben Emons, Founder of FedWatch, for a conversation on the surprising return of tariffs and their impact. Ben speaks to some of the controversial moves by the Federal Reserve with sharp analysis that you won't hear anywhere else! He sees gold going up even further and shares a couple of overlooked opportunities emerging amidst market uncertainty.Ben Emons is an Investment Advisor of Cetera. He founded FedWatch Advisors, a systematic trading strategy based on large language modelling of Fed speeches and communication. He previously served in portfolio management roles at PIMCO, Nuveen Investments and NewEdge Wealth. ---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia . Links to our promotional partners are in the show notes. Thank you for watching!---- 🗒️ Time Stamps 00:00 End of the Global Trade Era as We Know It 02:24 Tariffs to Return US to a "Surplus Economy"04:14 Likelihood of a (Real) Recession in the US 05:36 Easier Ways to Refinance US Debt in 202508:08 Fed Language Evolution, Transitory Inflation 10:00 Stocks to Watch Amid Market Uncertainty11:51 Can Donald Trump Fire the Chair of the Fed? 15:40 Stephen Miran's Blueprint for Global Trading 17:55 Tariffs Without Congressional Approval19:45 Which Assets to Buy in a Volatile Market? 23:04 Reflecting on Personal Investment Style25:01 Five Percent of Wealth in Cryptocurrencies27:32 Boldest Call: Interest Rate Cuts in 2020 30:30 Toughest Parts After 30 Years in Finance 32:48 The Transformative 1987 Financial Crisis---- By hekayaproductions.com ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #economics #federalreserve

The global economy is shifting beneath our feet. In this conversation with Ryan Lemand, CEO of Neovision Wealth Management, we analyze the biggest investment opportunities for 2025. From the fate of the US dollar and China's economic resurgence to the role of tariffs, no stone is left unturned.In order to best prepare for what is coming down the road, he's doubling down on physical gold as well as cryptocurrencies.Ryan Lemand founded Neovision in 2020. He has over two decades of experience in the industry, where he has applied his PhD in Financial Econometrics with a focus on investment management. Previously, he was the Senior Executive Officer for ADS Investment Solutions. His mission is to use his expertise to foster financial innovation.---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia . Links to our promotional partners are in the show notes. Thank you for watching!---- 🗒️ Time Stamps 01:28 Morning Routine, Green Tea, Supplements02:38 Growth Scare Everywhere in Global Stocks04:17 Trump Supposed to be Markets-Friendly!05:19 Reality of Tariffs: Something WILL Break08:46 Gold as Hedge, Paper vs Physical Gold09:42 Rent a Gold Vault (GLD) in Switzerland?11:10 Governments Coming After Your Bullion13:46 Nvidia and the Rest of Magnificent Seven15:28 Private Credit Instead of Fixed Income18:01 Challenging Views on Silver Ownership19:20 Is It Too Late to Buy China Stocks?22:23 About 15% of Your Portfolio in Crypto24:28 Bitcoin in Strategic Reserves, Altcoins28:02 Biggest Investing Mistake Made: Cisco29:02 Most Successful Investment Bet: Gold32:12 Buying Property in Dubai, RAK, Riyadh36:45 Financial Advice for those Starting Out 39:14 A "Home" in an Interconnected World 41:12 The Forty Laws of Love by Elif Shafak---- By hekayaproductions.com ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #personalfinance #cryptocurrency

In this episode Bob McNally, CEO of Rapidan Energy and author of "Crude Volatility", breaks down the forces shaping the future of oil and gas.Today he shares his take on what’s really happening behind the scenes. Bob has spent years advising presidents as well as top investors. We talk about the wild ride of oil prices, and whether we’re on the brink of another boom-or-bust moment. With ongoing geopolitical uncertainty, plus China’s growing appetite for crude oil, the stakes couldn’t be higher.Bob McNally founded Rapidan Energy Group in 2009, an independent energy market analysis firm based in Washington DC. His 32-year career includes service as a White House energy advisor to President George W. Bush, as well as a hedge fund strategist at Tudor Investment Corporation.---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia. Watch out for impersonators on all social platforms. Links to our promotional partners are in the show notes. Thank you for watching!---- 🗒️ Time Stamps00:00 Introduction and Key Information Diet 03:04 News Routine from Reuters to Bloomberg04:40 GMC Suburban or Tesla to Get Around?05:53 Why US Gasoline / Petrol is Cheaper Today 09:11 Potential US-Russia Deal and Ukraine War 11:25 Iran & China, Oil's Geopolitical Risk Premium15:34 Impact of Trade Tariffs for Mexico, Canada17:01 US Oil Producers Cautiousness Explained20:14 Insights on China's Energy Demand Situation 21:59 US Consumers Weaker Amid Rising Inflation 25:42 Future of USD, Global Financial System Reset28:29 OPEC's Role in World Economic Architecture31:35 Oil Production in Saudi Arabia and the UAE32:11 Experiences with Poverty, Wildest Anecdote34:53 Reflections on Power at the White House37:37 Oil Inspiration from Ed Morse, Dan Yergin41:06 Greatest Professional Struggle: Economics! ---- By hekayaproductions.com ----DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice.#economics #investing #fed

In this episode with Huda Al Lawati, CEO of Aliph Capital, we have a conversation about private equity, entrepreneurship, and the rollercoaster investment outlook.When it comes to coffee, it’s more about the culture and ritual than just the drink itself. From there, we dive into her journey of launching Aliph Capital during peak global uncertainty. She explains how the leadership in the Gulf during that time gave her the confidence to start something new. We also explore how the Gulf region has become a much more entrepreneur-friendly environment in recent years. But, as Huda points out, fundraising remains one of the toughest challenges for first-time private equity managers. It’s one thing to raise money, but real success in this industry isn’t about that—it’s about returning money to investors.Huda Al Lawati is the founder of Aliph Capital, an alternative investment manager focused on mid-market private equity across the Gulf (GCC) region. She has been in the industry for over 20 years and was also featured in the Top 100 Businesswomen in the Middle East by Forbes. ---- 📌 Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia . Watch out for impersonators on all social platforms. Links to our promotional partners are in the show notes. Thank you for watching! ---- 🗒️ Time Stamps 00:00 Omani Coffee with Cardamom, Sugar or Not02:25 Renaissance for Oman's Economy? 03:01 How Yousef and Huda Met on LinkedIn in 201604:05 A Reaction to the DeepSeek AI Shockwaves 06:48 Spark That Founded Aliph Capital During CoVid08:07 Raising Money is NOT a Measure of Success08:47 Why ADGM as Headquarters for the Firm?10:30 Saudi Funding Role, Jada Fund of Funds12:16 Goldman Sachs: $1 Trillion Capex Supercycle15:24 Social Transformation, Sustainable Oil Price?17:27 MBS Will Invest $600 Billion in the United States18:19 Biggest Challenges for PE Players in the Region 22:15 Brands of Pride: The Entertainer and Savola23:01 Colossal Impact of the Abraaj Collapse25:49 Private Equity as a Career Choice Today28:21 Personal Investment Philosophy 29:59 Lunch with MBS, MBZ and MBR---- By hekayaproductions.com ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice.

In this episode with Burcu Geris, CFO of TAV, we discover: • The (real) tradition of fine Turkish coffee. • Creating world-class standards in airport operations.   • TAV focus on growth in markets like Saudi Arabia and Kazakhstan. • Fashion as a creative outlet and finding balance in life. • Work hard, play hard. Lessons from a career as a top executive.   Bio: Burcu Geris is the Deputy CEO and CFO at TAV Airports . She was named a "Young Global Leader" by the World Economic Forum in 2015. TAV Airports manages a portfolio of 15 airports in eight countries and a talent pool of 35,000 people.   ---- Subscribe to never miss episodes of the You’re in Business podcast: @ygemedia . Watch out for impersonators on all social platforms. Links to our promotional partners are in the show notes. Thank you for watching!    --- Promotional Links: 💡 Easy notes on the go with the new iPad mini https://amzn.to/4gmmBkA ⚡ Get podcast merchandise from mugs to shirts https://store.stagespring.com   ---- 🗒️ Time Stamps 00:00 Cold Open, Turkish Coffee Routine 02:32 Huberman Morning Workout? 03:49 Passenger Patterns Around the World 06:21 Competition with Hubs Like Dubai (DXB) 07:29 What's Next for the Turkish Lira? 09:20 Priority Markets for Expansion 14:28 The Airport Operations Pitch Process 16:56 Tough Industry. Any Career Regrets? 18:09 Cryptocurrencies and Trump 2.0 20:48 A Passion for Fashion on Insta 26:12 Growing Up in a Military Family 29:13 Secrets to Long Jobs Tenures in 2025 34:12 (Maybe) Lunch with Elon Musk ---- By Hekaya Productions (http://www.hekayaproductions.com) ---- DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #avgeek #türkiye #leadershiplessons