Épisodes

  • The supply ratchet tightens on the world economy as the Iran war continues. AIA Weekly Update 4.4.26
    Apr 10 2026

    The war on Iran continues, and more and more commodities become scarce. Prices continue to rise, and the timeline until catastrophe gets closer. The US continues to escalate.

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    39 min
  • Operation Epic Failure continues. Commodity prices continue higher. AIA Weekly Update 3.28.26
    Apr 2 2026

    The war continues as commodity prices keep rising, further squeezing the world economy and economically weak countries. Now the Houthis are re-entering the conflict, potentially causing shipping disruptions in the Red Sea.

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    1 h et 1 min
  • The war on Iran continues, commodity prices continue higher. AIA Weekly Report 3.21.26
    Mar 21 2026

    We are now entering the fourth week of the US/Israel war. I continue that the longer this goes on, the higher prices for energy, food, and other resources will continue to move higher. At some point, this will matter politically.

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    1 h et 1 min
  • Global commodity supply disruptions to cause global recession? AIA Weekly 3.14.26
    Mar 14 2026

    The continued closure of the Strait of Hormuz is affecting a wide range of essential commodities: oil, LNG, nat gas liquids, sulfur, urea, chemicals, and plastics. This is causing shortages and rising prices, which will eventually be transmitted to consumers as higher prices and lead to a likely global recession.

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    54 min
  • War in ME continues. How long before the oil price trumps Trump? AIA Weekly Report 3.7.26
    Mar 7 2026

    The Trump administration has told Iran they must unconditionally surrender. However, other administration officials have qualified this statement. Regardless, the march higher in oil prices will likely dictate the outcome of this war.

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    34 min
  • The US and Israel attack Iran. What now for the AIA Portfolio? AIA Weekly 2.28.26
    Mar 1 2026

    The US and Israel have moved forward with an attack on Iran described as a "regime change" operation. I have said all along that what happens in the markets is likely going to be determined by how the Iranian regime responds.

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    53 min
  • What will happen to oil and gold if the US attacks Iran? AIA Weekly Report 2.21.26
    Feb 21 2026

    The US has the largest military buildup in the Middle East in years. It appears the US is going to attack Iran. What are some of the implications of this attack if it works or doesn't work?

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    47 min
  • Transocean to acquire Valaris in continued offshore drilling consolidation. AIA Weekly 2.14.26
    Feb 16 2026

    Big merger in offshore drilling as Transocean offers an all-stock deal for Valaris. This would be the number one driller merging with the third largest driller. Transocean estimates annual savings of $200 million.

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    42 min