Squawk Pod: Special Envoy to Greenland Gov. Jeff Landry - 01/06/26 | Audio Only

Watch on YouTube ↗  |  January 06, 2026 at 18:32  |  36:46  |  CNBC
Speakers
Daniel Osorio — President and Founder, Andean Capital Advisors
Jeff Landry — Governor of Louisiana; US Special Envoy to Greenland
Joe Kernen — Co-Anchor, Squawk Box
Emily Wilkins — CNBC Reporter

Summary

Squawk Pod covers the aftermath of Maduro's ouster in Venezuela, including congressional briefings, the oil and debt opportunities for U.S. companies, and crypto's continuing role in Venezuela. Louisiana Governor Jeff Landry, the new special envoy to Greenland, discusses the Monroe Doctrine, Greenland's future, and Louisiana's investment inflows. The show also debates California's proposed billionaire wealth tax and its potential impact on tech founders and the state's tax base.

  • Trump administration officials briefed Congress on Venezuela; Republicans and Democrats split on the path forward.
  • Investor Daniel Osorio sees U.S. oil companies and oil-service firms benefiting from Venezuela's oil revival.
  • Osorio also sees Venezuelan defaulted bonds and oil-company bonds as restructuring opportunities.
  • Osorio argues crypto and Bitcoin adoption in Venezuela will persist because of years of hyperinflation and currency distrust.
  • Governor Jeff Landry says Trump supports an independent Greenland with U.S. economic ties, not forced seizure.
  • Landry highlights $80 billion of private investment into Louisiana, including Meta's planned AI data center.
  • The hosts debate California's proposed billionaire wealth tax and whether it could drive wealthy founders away.
Ideas
Daniel Osorio President and Founder, Andean Capital Advisors 0:16
US oil firms profit from Venezuela revival.
Venezuela's oil industry is a major recovery opportunity. It has about 300 billion barrels of proven reserves, production has collapsed to roughly 900,000 barrels per day from 3.5 million, and its heavy sour crude is compatible with U.S. Gulf Coast refineries. With lifting costs around $13 per barrel and a U.S.-backed reconstruction financed by Venezuelan oil, U.S. oil companies and U.S. oil service companies should make money on exploration, production, and refining.
US oil companies XLE HIGH
Daniel Osorio President and Founder, Andean Capital Advisors 10:54
Bitcoin adoption in Venezuela proves durable.
Crypto adoption in Venezuela is a durable survival mechanism, not just a speculative investment. Hyperinflation, currency devaluation, and dollar shortages have made Bitcoin a savings vehicle and other cryptos a way to buy basic goods. Even if the U.S. intervention improves the economy and Venezuela moves toward dollarization, 25 years of trauma mean people will take a long time to trust traditional money, so Bitcoin and crypto usage should remain sticky.
BTC MED
Daniel Osorio President and Founder, Andean Capital Advisors 12:43
Venezuelan debt restructuring unlocks capital markets.
Venezuelan defaulted sovereign and oil-company bonds are a restructuring opportunity. The bonds already rallied sharply after Maduro's ouster; once restructured, Venezuela should regain access to international debt capital markets, borrow to restart the economy, and allow oil companies to invest in exchange for a favorable revenue share. Dollar-denominated bonds should reset as the currency and economy improve.
Venezuelan sovereign bonds Venezuelan oil company bonds HIGH
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This CNBC video, published January 06, 2026, features Daniel Osorio discussing US oil companies, XLE, BTC, Venezuelan sovereign bonds, Venezuelan oil company bonds. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Daniel Osorio  · Tickers: US oil companies, XLE, BTC, Venezuelan sovereign bonds, Venezuelan oil company bonds