Today's episode unpacks the escalating geopolitical risks in energy markets, revealing how the US is leveraging control of the Strait of Hormuz as a negotiation asset with China ahead of upcoming trade talks. We explore the counterintuitive consequences of Russia’s strengthened position and the surprising resilience of China’s energy stockpiles, and why the market’s current panic may be premature.

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0:00 - Introduction
1:10 - Global Geopolitical Risks & Energy Markets
12:04 - The Shifting US Dollar & Political Landscape
18:36 - Corporate Strategy in a Volatile World
24:28 - Conclusion

Referenced sources:
Travis Kalanick & Michael Dell Live from Austin, Texas (All-In with Chamath, Jason, Sacks & Friedberg)
Oil Steadies, Trump Seeks Xi Summit Delay (Bloomberg Daybreak: Asia Edition)
Iran Bombs Energy Supplies, Nvidia'a $1T AI Forecast, Market Complacency (Bloomberg Daybreak: Europe Edition)
Delta Airlines More Upbeat for First Quarter Amid March Bookings (Bloomberg Intelligence)
Meta to Spend Up to $27 Billion on Nebius AI Infrastructure (Bloomberg Intelligence)
Bloomberg Surveillance TV March 17th, 2026 (Bloomberg Surveillance)
Iran War Escalates; Global Markets React (Bloomberg Surveillance)
Single Best Idea with Tom Keene Joumanna Bercetche and Julian Lee (Bloomberg Surveillance)
Bloomberg Surveillance TV March 16th, 2026 (Bloomberg Surveillance)
Iran war tests China's oil stockpile (FT News Briefing)
The Shifting Relationship Between Business and the U.S. Government (HBR IdeaCast)
Alternative Realities What's next for oil prices (Insights Now)
Billionaire Campaign Spending, Apple's Budget Gamble, and Hegseth vs. CNN (Pivot)
Why the Pentagon Is Hiring Wall Street Bankers (Prof G Markets)
Markets Confront Iran Risk and Fed Policy (Real Vision: Finance & Investing)
Global currencies have a rich past and poor future (The Big View)
Is the Market Correction Ending (Thoughts on the Market)
UBS On-Air Paul Donovan Daily Audio 'War see-saw' (UBS On-Air: Market Moves)

This episode is independent commentary and is not affiliated with, sponsored by, or endorsed by the sources listed above.