Episode Details

Andrew, Ben, and Tom discuss oil's drop toward the $60s with WTI at $71.93 and Brent at $75.70 while the 10-year stubbornly holds at 4.48%, Trump directing the DOJ to investigate gasoline prices, Bessent's confidence that inflation is heading back to target, the supply/demand for dollars thesis amid massive cash raises from Google, SpaceX, ByteDance, and SK Hynix's planned $29 billion US listing on July 10, and the rightward shift across South America with Keiko Fujimori becoming Peru's first woman president, Trump-backed Abelardo de la Espriella winning Colombia, and Brazil's election still to come.

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