Maduro Ousted: Alpha Ba on Why Markets May Ignore Venezuela’s Shock

Описание: n this Expert Exchange interview, Chief Investment Officer Alpha Ba explains why the U.S.-led removal of Venezuela’s President may matter far less for markets in the short term than investors expect, while quietly reinforcing deeper structural shifts shaping global capital flows, energy strategy, and geopolitical risk.

This segment covers:
• Why geopolitical shocks rarely change long-term market outcomes
• Venezuela’s oil supply limits and why production won’t move prices soon
• The U.S.–China–Russia shift toward competing spheres of influence
• Renewables, AI, and why energy dominance is no longer just about oil
• Valuation gaps driving capital rotation beyond U.S. markets

Website: https://stockhouse.com

This video is for informational purposes only. Please do your own due diligence. The views expressed are those of the guest and do not constitute investment advice. Past performance is not indicative of future results. For our full disclaimer, visit: https://themarketonline.ca/disclaimer

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Chapters
0:00 – Expert Exchange Introduction
0:45 – Do Geopolitical Shocks Move Markets?
2:10 – Venezuela’s Oil Reality Check
3:15 – What Could Be the Next Domino?
4:00 – Spheres of Influence: U.S., China, Russia
5:05 – Energy, AI, and Power Grid Advantage
6:55 – Oil vs. Renewables: Peak Demand Ahead
7:55 – Volatility and the Fraying Global Order
8:45 – Can Venezuela Really Rebuild Production?
11:00 – China’s Influence in Latin America
11:50 – U.S. vs. Non-U.S. Market Performance
13:40 – Gold, the Dollar, and Capital Rotation
14:35 – Final Takeaway for Investors