America's New Oil Crown: How the Iran War Made the US the World's Swing Producer
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 29 April 2026
⏱️ 47 minutes
🧾️ Download transcript
Summary
The Iran war has reshuffled the global energy order, handing OPEC's coveted swing producer role to the United States. We explore what this geopolitical shift means for domestic energy stocks, oil prices, and long-term energy independence.
Today's Stocks & Topics: Williams-Sonoma, Inc. (WSM), Market Wrap, Strategies for Tax Loss Harvesting, America's New Oil Crown: How the Iran War Made the US the World's Swing Producer, Aehr Test Systems Inc. (AEHR), America is Losing Conference on Retirement, Franco-Nevada Corporation (FNV), Stock Market Valuation, Dividend Stocks or Price Appreciation.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com. |
| 0:09.2 | And for our podcast subscribers, this is InvestTalk. |
| 0:13.3 | Independent thinking, shared success. |
| 0:17.7 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.2 | Justin Klein and Luke Guerrero stand ready to take your finance and investment questions and share their unbiased answers. |
| 0:38.1 | Good afternoon, fellow investors, and welcome back to Invest Talk. |
| 0:42.8 | This is our Tuesday, April 28th, 2026 edition. |
| 0:47.2 | And it is a special Tuesday. |
| 0:48.7 | It's not only Taco Tuesday, which I did have tacos for lunch, but it's also a day where we, you get both of us. |
| 0:56.3 | Luke is back. |
| 0:57.9 | Welcome back, Luke. |
| 0:58.9 | Thanks. |
| 0:59.4 | Happy Tuesday. |
| 1:00.8 | Happy Tuesday. |
| 1:02.0 | It's going to be an exciting Tuesday. |
| 1:03.6 | A lot to unpack as we head into a very, very busy earnings week, mainly hitting tomorrow after the bell, but a lot to discuss |
| 1:14.4 | today and always in today's market. So we're going to unpack all of it. We're going to answer |
| 1:19.8 | your finance and investment questions. We're going to give you data and perspective developed |
| 1:24.3 | with over 25 years of investment experience. |
| 1:34.2 | And in the end, we hope to make you a better investor, better equipped to make smart decisions with your money. |
| 1:35.6 | So that's what this hour will be about. |
| 1:37.4 | But before we dig into it, I want to remind you that Luke and I are hosting our next |
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