Trump 2.0 Implications for Markets and The Landman’s Impact on Oil Demand

On this episode of The Lowdown, Avdian Senior Portfolio Manager Kevin Lenox joins Mike Smith to discuss the implications for markets in 2025. Kevin shares his insights on fiscal policy uncertainties, private credit vulnerabilities, and how shifting tariffs might reshape global markets. They also explore evolving investment strategies, the impact of rising bond yields, and the future of energy in the U.S. after the TV show 'Landman' renewed America's interest in O&G.