Welcome to the latest edition of our Arbor Data Science Podcast.
I am your host Kristen Radosh of Arbor Research and Trading. Our commentator is Sam Rines, Macro Strategist at WisdomTree and frequent contributor to Arbor Data Science.
Today Sam will be discussing his recent posts with a focus on the oil market and the potential impact of tariffs on the auto industry and inflation.
Focus on the Energy Market
· How is the oil market evolving?
· Refilling the SPR
· Energy vs Mag7
· What emerging opportunities are there?
Tariffs and the Auto Industry
· Potential impact to Auto Industry
· Car Prices
· Customer Sentiment
· Inflation (Car Repair/Parts)
What should we be watching for next?
Watch the video below:
Listen to the audio below:
Mentioned Charts:
