Can Crude Oil Hit $50? How Long Can an AI-Driven Market Last?

November 25, 20259m 58s

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Show Notes

“Stagflation is not completely behind us as a risk…it’s really AI and tech vs the rest,” says Rachel Ziemba. She discusses the future of energy in the United States, especially with demand from technology; looking at oil, she talks about whether it could hit the $50 level or even below. She’s also watching private credit and AI capex, with “question marks” popping up for each. Rachel also sees potential in copper and international markets.

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