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Which podcasts are discussing MPC?
8 ATTRIBUTED IDEAS · 8 EPISODES · 4 SHOWS
The shows
CNBC Fast Money
Marketplace
Palisades Gold Radio
The Compound and Friends
Where the discussion went deepest
17 JUL4W AGOPALISADES GOLD RADIO · 52:34
North American refiners benefit from geopolitical vulnerability
“The guest argued that global refining capacity is structurally tighter than crude supply and uniquely vulnerable to drone warfare, favoring refiners located safely in North America.”
Rory Johnston: What Everyone Is Getting Wrong About The Oil Price Amidst Iran War
In depth · 4/5Verify in source →
10 JUL10 JULCNBC FAST MONEY · 02:20
Trim refiners before earnings political pressure
“Refiners like Valero, Marathon Petroleum, and Phillips 66 face heightened political scrutiny over record profits, making it prudent to trim positions right before earnings.”
SK Hynix Debuts on the Nasdaq… And Looking Ahead to Big Bank Earnings Results 7/10/26
In depth · 4/5Verify in source →
8 JUL8 JULCNBC FAST MONEY · 03:15
Energy stocks constructive on structural crude bounce
“Energy equities are framed as attractive holdings as crude oil prices recover from heavily oversold levels while supply/geopolitical risks persist.”
Oil Surges After U.S. Iran Strike… And Fed Minutes Results 7/8/26
In depth · 4/5Verify in source →
22 JUN22 JUNCNBC FAST MONEY · 01:14
Chevron Permian gas deal validates energy trade
“The speakers argued that Chevron's 20-year natural gas deal with Microsoft to power a West Texas data center reinforces a constructive thesis on energy producers and power utilities supporting AI infrastructure.”
AI and Software Stocks Struggle… And the Best Buys in Biotech 6/22/26 · with Google
In depth · 4/5Verify in source →
20 JUL3W AGOCNBC FAST MONEY · 04:50
Refiners poised to benefit from supply disruptions
“Middle East tensions and widening crack spreads provide a durable tailwind for oil refining equities over integrated oil producers.”
Will Markets Keep Ignoring Iran Tensions?... And The AI Race to Supremacy 7/20/26 · with Iran
Substantive discussion · 3/5Verify in source →
6 JUL6 JULCNBC FAST MONEY · 01:21
Energy refiners outperforming integrated oil majors
“Refiners like Valero and Marathon Petroleum benefit from sticky refined product margins regardless of falling crude prices, making them the preferred play over integrated energy names.”
Tech Bounces Back… And SpaceX Joins the Nasdaq 100 on Fast Track 7/6/26
Substantive discussion · 3/5Verify in source →
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