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.

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---- 🗒️ 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

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By hekayaproductions

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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.

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---- 🗒️ Time Stamps

00:00 Show Open, Top-Line on Lebanon’s Reform

02:53 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 Gulf

16:15 Flexible Exchange Rate Absorbs Pressure

18:02 Early Warning at Central Bank of Lebanon

21:14 Saudi Arabia’s Economic Situation in 2025

25:14 Shift to Deeper Trade Dynamics with Asia

29:36 Impact of Trade Tariffs on Wider Mideast

32:17 Currencies Due for a “Strategic Review”

36:28 Real Playbook for the New Trump World

41:22 Personal Reflections, How Interest Began

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By hekayaproductions

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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 national governments worldwide. At S&P he introduced new ways to measure the impact of megatrends on sovereign ratings.

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---- 🗒️ 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

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By hekayaproductions.com

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DISCLAIMER You’re in Business is for entertainment purposes only and does not give financial advice. #investments #economics #tariffs