Ranked #1 podcast on iTunes financial/business.

Frank cuts through the mainstream noise to reveal what’s really moving these markets.

The race to build an escape route around Hormuz

Iraq is studying a new western oil corridor that would bypass the Strait of Hormuz and deliver crude directly to the Mediterranean. The project remains years away—but it reveals where billions in energy infrastructure investment could flow next.

Oil price

The soft landing has an oil problem

Oil’s sustained price is a major indicator that few are watching. If crude stays elevated, it could keep inflation sticky, limit the Fed’s flexibility, squeeze corporate margins, and shift market leadership. Here’s how to position your portfolio.