Participants discuss oil and gas productivity, highlighting insights from Tracy and the new US Energy Secretary. The conversation covers green energy's future, Russia's role in European energy amidst geopolitical tensions, and North America's energy

The session explores key economic themes, including the transition to a new administration and the dynamics between USD and crypto. It highlights accelerating GDP growth and low delinquencies, while questioning the impact

The session explores Europe's resurgence, focusing on economic factors like Germany's energy policies and selective immigration due to low birth rates. It discusses tensions over EU tariffs on Chinese vehicles and the diverging paths

THE WOODLANDS TX -- The first week of 2025 reveals rising equities and long bonds, with key themes around energy trends and equity market euphoria. Recent data shows a drop in US crude inventories, influenced by geopolitical tensions