Neil Freiman

speaker
20,967 appearances 117 recordings 2 series first heard Feb 2025 last heard yesterday

Neil Freiman’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
22 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 115 in all, peaking in Jul 2026 with 22.

Appearances

newest first · ▶ plays the moment
Yesterday, this is all of my Twitter feed could talk about J JP Morgan's c commodities team, which are the people who are probably most plugged into oil prices, oil flows, a lot of billions of dollars are at stake for them. voice-verified
They wrote this note and they said, For the first time since the start of the Iran conflict, we don't have a baseline view. voice-verified
We simply don't know how to model the end game. voice-verified
They're completely throwing up their hands and saying, voice-verified
We have no idea what's going on here. voice-verified
And then I'll continue. voice-verified
At the onset, we thought we did. voice-verified
We assumed there were economic red lines the US administration would be unwilling to cross. voice-verified
$100 oil, gasoline near $5 a gallon, etc. voice-verified
Six months later, many of those lines have been crossed, yet the exit strategy is less clear, not more. voice-verified
Then they close with the assumption that the disruption is temporary is becoming increasingly difficult to sustain. voice-verified
So what happens if it doesn't? voice-verified
I guess we're finding that. voice-verified
And if you are flying later this year, you already maybe booked a flight or didn't book a flight yet in November and December. voice-verified
You could see that flight just kind of wiped off the calendar. voice-verified
Number of airlines this week came out. voice-verified
United American Southwest said that look, we probably with the fuel spike recently. voice-verified
Remember they did this back in the spring as well. voice-verified
We might have to eliminate cheaper, less profitable freights from our schedule in December. voice-verified
Should voice-verified
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