High Oil Prices "Crush" the Market? Is It More Like 2000/2008 or 2020? [New York Talk 34]

SnapshotLaborer

2026-03-16 11:06:58

Abstract generation in progress

New York Talk · Guo Shengbei on Wall Street Frontline Insights
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Introduction of Our Guest Expert:

On March 9th, oil prices broke $100. Normally, oil-producing countries should be making a fortune, and capital should be flowing out.

But instead, the dollar surged, the yen nearly dropped to 160, and emerging markets lost a month’s worth of gains in just a few days.

Money didn’t stay in the oil-producing countries; it flowed back to the US. What hidden factors are behind this anomaly?

Ships can’t pass through the Strait of Hormuz, and oil can’t be exported. Some countries can’t get cash to buy oil and can only withdraw money from elsewhere. This isn’t inflation; liquidity is stuck.

Historically, what happens when liquidity gets stuck? Will this time be the same?

In this episode, Guo Shengbei, founder of GSB Award Fund and former Managing Director of Deutsche Bank, will analyze the capital flows behind oil prices.

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