David Uberti

speaker

81 appearances 1 recordings 1 series first heard Aug 2026 last heard 2 Aug

David Uberti’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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WSJ's Take On the Week · Why Oil Prices Could Hit a Breaking Point by Year End · 2 Aug 2026 podcast

It's a constant urge that I have to suppress for sure.

It's all over the map.

I first started covering oil and gas in 2022 during the last energy shock during the war with Ukraine.

Last year, I moved toward more of the macro-econ nexus.

And then this year with Venezuela, with Iran, it's kind of like that scene from Godfather 3 where Pacino says, every time I get out, they pull me back in.

That's where I am now.

I mean, the interesting thing about this has been sort of a communications question from the outset.

Warsh said he wanted to pull back on communications, issue less, if not no, forward guidance in some of these meetings or pressers following them.

And I've been talking to investors for weeks about this.

Do you think that's going to inspire more or less volatility from markets?

I think on balance, investors thought it was going to inspire more volatility in markets.

And the weird line Warsh was trying to walk in that presser, he was basically saying, we want markets to speak.

If you take that to a step further, you could sort of see the implication of we will take a signal from markets, which obviously raises the question if rates are going up while the Fed is remaining silent, what does that tell the Fed to do?

Right.

I spoke to some investors after Warsh spoke

They said maybe having a more opaque Fed is a good thing.

I mean, the day after war spoke, of course, we're seeing a big rip in markets, especially tech stocks as well.

Sort of a risk-on move, which is counterintuitive.

So it's hard to read that any which way.

I mean, one experience that I have from the oil markets, you know, we have analysts who are using satellite imagery of oil terminals to try to gauge the height of shadows to understand –

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