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Ryan Lamond
Neovision Wealth Management (CEO, co-founder); surname per whisper, also rendered 'Lamont', spelling unverified
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Brent was near $88 on the day; he argues the screen price underprices a delivered barrel because refined products are already short in Europe ('it's still trading at a price as if oil was more than one hundred dollars' @16:36), citing a 25-minute diesel queue outside Paris and knocked-out Russian refining. Bab el-Mandeb closure would hit 'around 30 percent of global oil supply of oil and gas' @16:59.
“I should. We should see around one hundred dollars a barrel. And if if the Houthis they close the bottom end up straights I think we should see around one hundred and fifty dollars a barrel.”
WTI crude since this was said: ▲ +2.4% · 84.91 → 86.95 · as of 2026-07-22
Asked when the crude premium shows up in CPI and PPI after last week's softer prints: 'when we have a very large energy shock it translates into CP CPI and PPI between three to six months later' @17:44; he doubts the last soft print and adds 'I think it will show up by by the by Q4 unless there's a resolution of the conflict that is very quick' @18:12.
“But we should expect its appearance again before the end of the year sometime between September and December on the fourth quarter.”
He is underweight the US and has de-risked: 'we've reduced substantially anything that we consider as overvalued' @18:40, rotating into short-term bonds and Swiss equities. Illustrates the AI economics with his own usage: 'I'm paying two hundred dollars a month of subscription with an A.I. company while I'm consuming five thousand dollars a month and tokens' @19:38.
“So this subsidy model is not sustainable unless we see these companies showing real profitability and no need for subsidies anymore done by private equity and VC houses.”
Nasdaq since this was said: ▼ -0.4% · 25,837 → 25,742 · as of 2026-07-22
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