David interviews Mark Rossano, a longtime financial industry veteran and renowned expert on global financial markets and supply chain analysis. As Founder and CEO of C6 Capital Holdings LLC., he provides investment and consulting services to clients across multiple sectors with a pronounced focus on global product flows.

Mark’s deep-dive supply chain expertise is in high demand –  he serves as a consulting executive to several international businesses, is an equity partner in several others, and – following on several years as Bloomberg’s Energy Industry Analyst – is now a frequent contributor to Bloomberg TV.

That expertise and deep-dive knowledge was crafted over a long period of time across a variety of more recent roles ranging from Senior Energy Analyst and Macro-Economist positions at Elevation, Candlewood Investment Group, and South Ferry Capital Management, to his formative experiences as a Portfolio Manager at FNY Capital and Morgan Stanley Investment Management, where he managed an eight-person team focused on developing a global trade platform to invest in rates, foreign exchange, commodities, and equities.

Mark received his bachelor’s degree in economics from Loyola College and his MBA in Finance from Syracuse University’s Whitman School of Management. During that time, he was a founding member of Syracuse’s Net Impact organization – an international nonprofit that focuses on building businesses with socially and environmentally sustainable processes.

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Show Notes:

00:00 – 06:30: Mark Rossano – Intro, Coronavirus, Supply & Demand Shock, OPEC, Russia, and Saudi

06:30 – 11:00: The Weaponization of Oil, OPEC member compliance

11:00 – 16:00: Coronavirus revisited, Not body bags; supportive care, Ventilators & beds

16:00 – 31:00: Demand revisited, Saudi, Russia, and who will blink first?, US E&P’s, Storage & SPR

31:00 – 51:00: Repo Market & Fed moves, Future of energy industry, Impact of politics

51:00 – 65:00: Industry Consolidation, Natural Gas Supply chain dynamics