The Futures Rundown
The futures markets are reacting violently to changing geopolitical headlines, but are financial assets completely detached from physical reality? In this episode of The Futures Rundown, host Mark Longo welcomes back Brian Pieri, founder of Energy Rogue, to break down why the global commodity complex always finds its way back to energy. Mark and Brian take a deep dive into the massive physical vs. financial mispricing in the crude markets, the tightening Brent to WTI spread, and the global domino effect triggering massive supply-demand shocks. From the agricultural impacts of high diesel prices to the explosive moves in RBOB, heating oil, and soybean oil—discover how energy is fundamentally reshaping correlations across the entire market, including tech equities and crypto. In this episode, we cover: * The Physical vs. Financial Disconnect: Why physical barrels are clearing much higher than screen prices. * Trading the Spreads: Why the Brent/WTI and RBOB/Heating Oil spreads offer compelling opportunities right now. * The Diesel Crunch: How global shortages of sour crude are inflating everything from Amazon deliveries to livestock and wheat. * Equities & Crypto on a Cliff: A look at the top 10 volume movers and whether tech values are artificially inflated. * The Long-Term Commodity Outlook: Why metals (silver, palladium) and certain agricultural products are positioning for sustained growth.
80 episodios
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