06 Jan 2026
37m

What Venezuela’s Regime Change Means for Oil

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Prof G Markets

The Prof G Markets podcast analyzes recent market events and economic forecasts, focusing on the implications of the U.S. capture of Venezuela's President Maduro and a review of economic predictions for 2025. The discussion highlights the potential for U.S. oil companies to exploit Venezuela's vast oil reserves, while also considering the risks and long-term investments required. Mark Zandi from Moody's Analytics reviews his accurate 2025 economic forecasts, while also pointing out a flaw in the recent CPI report due to government shutdowns. The episode further explores the political motivations behind intervening in Venezuela, suggesting it's driven by economic interests rather than justice.

Outlines

Part 1: Market Vitals, Economic Review

Part 2: 2026 Economic Forecasts

Part 3: Venezuela, Oil, Geopolitics

Part 4: Political Analysis, Conclusion

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