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 monthsRecordings per month over the last 12 months — 115 in all, peaking in Jul 2026 with 22.
Appearances
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.
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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.
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We simply don't know how to model the end game.
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They're completely throwing up their hands and saying,
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We have no idea what's going on here.
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And then I'll continue.
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At the onset, we thought we did.
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We assumed there were economic red lines the US administration would be unwilling to cross.
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$100 oil, gasoline near $5 a gallon, etc.
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Six months later, many of those lines have been crossed, yet the exit strategy is less clear, not more.
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Then they close with the assumption that the disruption is temporary is becoming increasingly difficult to sustain.
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So what happens if it doesn't?
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I guess we're finding that.
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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.
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You could see that flight just kind of wiped off the calendar.
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Number of airlines this week came out.
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United American Southwest said that look, we probably with the fuel spike recently.
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Remember they did this back in the spring as well.
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We might have to eliminate cheaper, less profitable freights from our schedule in December.
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Should
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Showing 481–500 of 20,967 · page 25 of 1049
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