The Geopolitical & Economic Effects of the Maduro Extraction

It’s the first episode of the Lagniappe Podcast in 2026, kicking off year 5 of our weekly conversations. This week, Greg and Doug break down the military extraction of Nicolás Maduro from Venezuela, analyzing the operation’s implications on the economy, U.S. foreign policy, and the wider geopolitical landscape. They then turn their attention to what they expect to be coming down the market pike in 2026.

Key Takeaways

[00:16] - Celebrating 4 years of the Lagniappe Podcast

[01:50] - Recapping the Maduro extraction

[06:46] - Economic effects of the military confrontation in Venezuela

[14:25] - Is there another move on the horizon for the U.S.?

[19:36] - 2026 market outlook

View Transcript

Links

Torsten Slok, Apollo Chief Economist - Daily Spark

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Greg Stokes

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