Natural Gas Spike, Stagflation Talk, and Tariffs Take Center Stage

This month, Senior Portfolio Manager James Mick breaks down key energy market themes:Market Performance: Natural gas up 7.4%, energy stocks rise.Tariff Talk: New U.S. tariffs spark inflation concerns.Energy Strategy Shift: Reshoring boosts U.S. energy momentum.Crude Snapshot: OPEC+ supply moves and sanctions pressure oil supply.Quick Hits: Gas inventories fall, prices swing 70%, and inflation escalators in play.Listen in for a breakdown of how policy shifts and market forces are shaping the energy landscape.Download Transcript