The Cycle Is Coming with Helima Croft

Written By Timmy Adami

July 3, 2024

Guy Adami is off for the week so it's just Dan Nathan and Danny Moses left to delve into the latest market trends. After the break, the guys are joined by Helima Croft, Managing Director and Global Head of Commodity Strategy at RBC Capital Markets, who shares her expertise on commodity market volatility, OPEC negotiations, and global factors influencing oil prices. The discussion also covers Federal Reserve Chair Powell’s comments on inflation, bank earnings, and the effects of Middle Eastern geopolitical tensions on the energy sector. The episode explores intricate dynamics involving Iran and Russia, potential changes in U.S. administration policies, and the ramifications for energy stocks and major tech and retail companies amid current economic conditions.


Timecodes

  • 00:00 - Welcome to On the Tape Podcast

  • 01:30 - Market Volatility and Fed Chair Powell's Speech

  • 02:18 - Analyzing the Upcoming Jobs Report

  • 05:55 - Bank Earnings and Market Sentiment

  • 10:40 - Tech Stocks and AI Developments

  • 18:20 - Retail Giants: Walmart and Costco

  • 23:03 - Apple's AI Ambitions and Market Position

  • 29:25 - Tesla's Q2 Deliveries and Market Reaction

  • 36:00 Helima Joins The Pod

  • 42:25 - Oil Market Dynamics and Geopolitical Factors

  • 50:32 - US Energy Policy and Global Implications

  • 56:33 - Iran and Middle East Tensions

  • 01:08:00 - Russia's Energy Strategy

Timmy Adami
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