Telis Demos

speaker

1,116 appearances 8 recordings 1 series first heard Jul 2026 last heard 20 Sep

Telis Demos’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 8 in all, peaking in Aug 2026 with 4.

Appearances

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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

Like given the physical disruptions that are happening to oil, is that part of the demand solution? matched

It's just we've made gasoline and diesel more expensive in the long term. matched

So what's your longer term outlook on matched

I guess essentially the crack spread. matched

Can we get this easing in oil, crude oil pressures that you guys are talking about, increased supply, decreased demand, but still face elevated prices from what we're used to in the stuff that we use in gasoline, diesel, airline, jet fuel, the various products that go into plastics and apparel and all that. matched

Could those things still stay expensive longer than the crude market will? matched

So, Rukaya, I know we've been talking about commodities. matched

Your current role is commodity strategist, but I know you've got broad experience. matched

You've written about the macro markets before. matched

Translate your thoughts on the short, medium, longer term for oil and oil products into how we should think about inflation. matched

Do you think that we should have maybe a more sanguine inflation outlook because of these kind of long-term release valves for oil? matched

Or is the fact that the crack spread and products are more expensive going to kind of keep the prices that we measure and look at as part of when we talk about inflation high? matched

How would you advise somebody to think about inflation coming out of all this? matched

And Rukai, I also wanted to quickly ask you about gold. matched

Your thoughts on why gold prices have come down because I feel like there's – maybe that's telling us something interesting about how the markets are thinking about longer-term inflation. matched

Gold is still pretty expensive in the grand scheme of history but has come down quite a bit from the 5,000-plus per ounce level that it was before. matched

I think was earlier this year. matched

What's that telling us about inflation and where does that fit into everything going on out of the Middle East? matched

Which it translated into dollar weakness for a period of time. matched

So returning to that inverse relationship where gold goes down, the dollar goes up, that kind of historical relationship, I mean that's also related to what's happening in real rates to your point, right? matched

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