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Episode 25 - Situation Update with Lance
In this special “Situation Update” episode, Lance Peltz unpacks the rapidly evolving global landscape and its economic implications.
Lance offers a grounded, no-predictions perspective on geopolitical tensions, highlighting how disruption to energy, materials, and supply chains is driving inflation, market volatility, and consumer pressure worldwide. From oil and LNG dynamics to emerging-market vulnerability, the conversation explores how conflict directly translates into economic stress.
They also examine investor behaviour, shifting market structures, and growing concerns about private…
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