China Iran Oil Sanctions and the Escalating US-China Economic Cold War
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 8 May 2026
⏱️ 45 minutes
🧾️ Download transcript
Summary
China invoked its anti-sanctions law this week to block US blacklisting of its oil refiners, marking a significant escalation in the economic conflict running parallel to the Middle East military one. For global investors, this move signals that the US-China economic cold war is intensifying in ways that could reshape supply chains, commodities, and emerging market exposure.
Today's Stocks & Topics: Sprott Uranium Miners ETF (URNM), Market Wrap, Honda Motor Co., Ltd. (HMC), Should Young Investors Keep Buying?, PayPal Holdings, Inc. (PYPL), McKesson Corporation (MCK), The Petro Dollar, Franklin International Core Dividend Tilt Index ETF (DIVI), Inflation, Abbott Laboratories (ABT).
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent Thinking, shared success. |
| 0:17.8 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients |
| 0:24.9 | throughout the United States. |
| 0:27.1 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:33.3 | Good afternoon and welcome fellow investors to another episode of Invest Talk. |
| 0:41.3 | I'm your host, Lou Greer, and I'll be with you on this Thursday, May 7th, 2026 as we break down the key stories that matter, talk about what happened in the market, and of course, answer your finance and investment questions. Now, before we begin, |
| 0:56.1 | I do want to mention that yesterday we did our latest Invest Talk Wealth webinar. The topic was |
| 1:04.9 | inflation, and I do think it went pretty well. We had a great presentation, answered lots and lots of your finance and |
| 1:13.2 | investment questions. So if you weren't able to make it, I get it. Life gets in the way sometimes, |
| 1:18.2 | but if you want a second chance in the coming days, it will be available on our YouTube |
| 1:22.5 | channel. Just head over to YouTube and search in Vestalk with two T's. |
| 1:29.2 | With that being said, before we talk about today's market performance and run down those |
| 1:34.0 | show topics, let's tackle our first caller question now. |
| 1:38.8 | Hey, guys. |
| 1:39.5 | I'm looking at possibly picking up URNM, Sprott, Uranium Miners, ETF, and I'm hoping you can give |
| 1:46.2 | your opinion on it. I know you guys are bullish on energy and nuclear. This looks pretty good, |
| 1:51.7 | but it's also run up a bit recently, and the expense ratio is definitely pretty high. Or alternatively, |
| 1:57.8 | maybe I should maybe just look at the miners instead. So hoping to get your opinion. |
| 2:02.5 | I really appreciate everything you guys do. |
| 2:04.2 | Thanks a lot. |
| 2:05.0 | Bye-bye. |
| 2:06.2 | URNM is the Sprott uranium miners ETF. |
... |
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