TIP491: Macro and the Energy Market w/ Lyn Alden

IN THIS EPISODE, YOU'LL LEARN:

• 01:38 - Why top-line growth was more important than profits in the prior decade for US shale producers.


• 05:37 - Why we have a boom and bust cycle in the oil market.


• 15:31 - Lyn’s thoughts on Warren Buffett’s investments in Chevron and Occidental Petroleum.


• 22:40 - What the OPEC+ cut mean for the oil market.


• 22:55 - What can the west do to lower the price of oil.


• 32:36 - Whether inflation can be fixed without fixing the energy markets.


• 38:47 - What happens if the inflation target of 2% changes. 


• 42:49 - Why the FED counterintuitively is not pushing down the bond yields.


• 58:09 - What Powell should do dependent on what he wants to achieve.


• 58:42 - What it means that the US is exporting inflation.


• 1:03:22 - Why the currencies of many emerging economies are appreciating and the Euro, Pound, and Yen are not.

Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.

BOOKS AND RESOURCES

• Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.


• Our interview with Lyn Alden about Gold and Commodities.
  


• Our interview with Lyn Alden about Global Investment Opportunities.
  


• Lyn Alden's free website.
  


• Lyn Alden's premium newsletter.


• Lyn Alden’s blog post, Energy: Area Under the Curve.
  

SPONSORS

Support our free podcast by supporting our sponsors:

• River


• Toyota


• Range Rover


• TastyTrade


• The Bitcoin Way


• Vacasa


• Found


• Onramp


• Fundrise


• American Express


• SimpleMining


• Facet


• AT&T


• USPS


• Shopify


• Fundrise

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm