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Which podcasts are discussing PSX?
8 ATTRIBUTED IDEAS · 8 EPISODES · 3 SHOWS
The shows
CNBC Fast Money
The Compound and Friends
WSJ What's News
Where the discussion went deepest
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 →
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 →
14 JUL14 JULCNBC FAST MONEY · 13:20
Refiners outperform integrated oil on supply volatility
“Independent refiners offer superior risk/reward relative to integrated supermajors due to favorable crack spreads and low sensitivity to raw crude price fluctuations.”
Software Sinks After IBM Losses… And a June CPI Reversal 7/14/26 · with Goldman Sachs
Substantive discussion · 3/5Verify in source →
11 JUL11 JULWSJ WHAT'S NEWS · 01:15
Geopolitical conflict reignites energy stock rally
“The resumption of US-Iran hostilities disrupted the Middle East peace trade, causing oil prices to spike and driving a sharp rebound in beaten-down energy equities.”
What’s News in Markets: Middle East Strikes Send Oil Higher, South Korean Chip Stocks Fall, SpaceX Stumbles
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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