MONITOR GLOBAL ENERGY

MAR 17, 2026Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Global Supply Chain Crisis 2.0: Energy Disruption and Investment Implications

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Energy Supply Chain Crisis - Key shipping routes like the Strait of Hormuz are facing potential blockages, triggering a second wave of global trade disruptions and regional power emergencies.
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Reshaping Global Trade - Energy shortages from Kuwait to Vietnam are forcing a fundamental shift in logistics and creating significant volatility across multiple industrial sectors.
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Defensive Yield Strategy - With macro instability rising, focus is shifting toward established dividend payers like Altria and Prudential to buffer portfolios against supply chain shocks.

MAR 18, 2026Vox Media Podcast Network

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Nvidia’s $1T projection meets skepticism - Despite Jensen Huang’s massive forecast for data center spend at GTC, investors are increasingly wary of the long-term ROI and the sustainability of the current AI hardware cycle.
“Nvidia is telling a $1 trillion story, but the market is starting to look for the receipts on actual software productivity.”
— Gil Luria
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China’s delicate balancing act with Iran - Beijing is attempting to maintain its energy security and regional influence without being pulled directly into a hot war that could jeopardize its broader trade interests.
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Geopolitical friction as an inflation driver - The escalating conflict in the Middle East is creating supply chain bottlenecks and energy volatility, threatening to keep U.S. inflation stickier for longer.
“Nvidia is telling a $1 trillion story, but the market is starting to look for the receipts on actual software productivity.”
— Gil Luria