HFR Podcast: Venezuela, Oil & Gas, and the Health of the US Economy in 2026

Macroeconomist Peter Berezin returns to the Podcast, joined by energy expert & leading asset manager Ron Logan of Kayne Anderson. We discuss the current economic landscape, focusing on the impact of US foreign policy, the role of AI in investment and productivity, challenges in the labor market, and the potential for investment in Venezuela's oil sector. Join us to explore the geopolitical implications of Venezuelan oil and the risks and opportunities facing the US economy in the coming year. This is the second in our January focus on energy markets – don’t miss our recent discussion with Jeff Krimmel, published last week. Sign up for news and market intelligence from HFR at hfr.com/hfrmedia Chapters 0:10 Introduction to Economic Insights 01:05 Impact of US Foreign Policy on Trade and Investment 03:50 Investment Climate and AI's Role in Growth 07:20 Challenges in the American Labor Market 09:00 Venezuela's Oil Production and Investment Opportunities 13:00 Risks and Opportunities in the US Economy HFR is the global leader for hedge fund data and indices in the financial world. The HFR Podcast features interviews with allocators and subject experts . Find us on Spotify, LinkedIn, X, and YouTube. Have questions? Contact us at [email protected] DISCLAIMER: The opinions shared in this video are those of the individuals featured and do not reflect any interest, recommendation, or policy of HFR or its subsidiaries. Important Information Regarding this Material: HFR has no obligation to provide revised assessments in the event of changed circumstances. HFR cannot guarantee the accuracy of the information provided. This material may contain “forward-looking statements” including projections, estimates, and information about possible or future results related to market or recent developments. No portion of this webinar may be published, reproduced, transmitted or rebroadcasted in any media in any form without the express written permission of HFR. © 2025 HFR, Inc., all rights reserved. HFR®, HFRI®, HFRX®, HFR.COM™ and HEDGE FUND RESEARCH™ are the trademarks of Hedge Fund Research, Inc.