Opinions

BRENT (Commodity, ICE)

The speaker notes that Brent oil is 'racing towards $100 per barrel' due to the continued blockade in the Strait of Hormuz, implying a strong upward price pressure.

WTI (Commodity, NYMEX)

Mentioned as being up about 3.5% in the same context as Brent crude, suggesting it is also being pushed higher by the geopolitical tensions in the Strait of Hormuz.

None (Stock Sector)

The speaker states a long-held bullish view on the software sector, saying 'Software is still the place to be.'

Topics

Strait of Hormuz Blockade

Impact on Oil Markets

Iranian Response to US Actions

Donald Trump's Foreign Policy Actions