HFR Podcast: Venezuela, Oil & Gas, and the Health of the US Economy in 2026

Macroeconomist Peter Berezin returns to the Podcast, joined by energy expert & leading asset manager Ron Logan of Kayne Anderson. We discuss the current economic landscape, focusing on the impact of US foreign policy, the role of AI in investment and productivity, challenges in the labor market, and the potential for investment in Venezuela's oil sector. Join us to explore the geopolitical implications of Venezuelan oil and the risks and opportunities facing the US economy in the coming year.
This is the second in our January focus on energy markets – don’t miss our recent discussion with Jeff Krimmel, published last week. Sign up for news and market intelligence from HFR at hfr.com/hfrmedia

Chapters
0:10 Introduction to Economic Insights
01:05 Impact of US Foreign Policy on Trade and Investment
03:50 Investment Climate and AI's Role in Growth
07:20 Challenges in the American Labor Market
09:00 Venezuela's Oil Production and Investment Opportunities
13:00 Risks and Opportunities in the US Economy

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