Amos Hochstein
speaker
360 appearances
3 recordings
2 series
first heard Mar 2026
last heard 6 May
Amos Hochstein’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Mar 2026 with 2.
Appearances
The physical market and the stock market are divergent at the moment.
We may get convergence at some point.
We probably will be.
We don't know if the convergence will be when the stock market realizes where the real physical market actually is or that the war actually ends, we have an opening, and then the physical market will go to where the stock market is.
But they are not in the same place.
$110 of Brent oil is only available on a Bloomberg terminal.
I know where you're going.
You can't buy that barrel.
Let's shift gears and talk about Eli Lilly.
Eli Lilly just announced a $2.75 billion deal with the Hong Kong-based Insilico Medicine to bring AI-developed drugs to the global market.
Insilico will receive $115 million upfront and royalties on future sales of their drugs, with the remainder of the deal value contingent on additional milestones.
So today I'm the managing partner at TWG Global.
I look after our investments.
It's a holding company, and I look after a lot of our investments in energy, infrastructure, and the connection between from power to AI, data centers, and things in between.
TWG had launched an AI company.
We're invested in some of the data center side.
and a lot of tech space and now connecting that, so if you will, from the wellhead to the – to data.
Before that, for the previous four years, I was at the White House working as a senior advisor to President Biden.
Started out as specifically senior advisor on energy, global and domestic, but I come from the national security side of things and spent a lot of time on national security in my career.
So I was also one of his negotiators in the Middle East.
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