Global Supply Chain Crisis 2.0: Energy Disruption and Investment Implications
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 17 March 2026
⏱️ 44 minutes
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Summary
Major shipping routes including the Strait of Hormuz face potential blockages while countries from Kuwait to Vietnam implement emergency energy measures. This emerging supply chain crisis is reshaping global trade patterns and creating both risks and opportunities across multiple sectors.
Today's Stocks & Topics: CF Industries Holdings, Inc. (CF), Market Wrap, Prudential Financial, Inc. (PRU), Global Supply Chain Crisis 2.0: Energy Disruption and Investment Implications, Are We in Trouble?, Meren Energy Inc. (MRNFF), Altria Group, Inc. (MO), Substantially Equal Periodic Payments (SEPP-72t), Shale Oil.
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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. |
| 0:12.6 | Independent thinking, shared success. |
| 0:17.6 | Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.1 | Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein. |
| 0:35.3 | Good afternoon, fellow investors, and welcome back to another week of Invest Talk. |
| 0:41.8 | This is our Monday, March 16th, 2026 edition. |
| 0:46.7 | And a lot happening in the world. |
| 0:48.9 | It's been quite the start to the year. |
| 0:52.1 | First quarter has been rocky geopolitically domestically and |
| 0:57.5 | in markets but there's a lot of dispersion a lot of sectors doing well and a lot of sectors |
| 1:03.1 | doing poorly and we are here to unpack all of it for you help you understand why that is |
| 1:08.8 | which trends are likely to persist, which trends |
| 1:11.7 | might be short-lived. How does that all impact your portfolio, your strategy, and ultimately |
| 1:18.1 | your goals? So that's what this hour is about. It's helping you become a better investor, |
| 1:24.1 | a better investor that is our aim each and every weekday on a best talk. Now, I'm |
| 1:29.5 | Justin Klein, and I'm going to answer your finance and investment questions. I'm going to give you |
| 1:33.7 | actionable data and materials that you can make better decisions with your money. Now, |
| 1:42.0 | in just debate, I'll talk about today's Mark Performance and run down the |
| 1:45.1 | show topics for the hour, but as usual, we'll tackle this first caller question now. |
| 1:50.7 | Justin, Luke, calling in regards to CF Industry Holdings, Inc. C.F. picked this up a few years ago |
| 2:00.5 | and went into a little downtrend, but clearly natural gas kicking back up. |
| 2:07.0 | I've had a nice uptick the last month with all the news. |
... |
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