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
- 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.
NEW TO THE SHOW?
- Check out our We Study Billionaires Starter Packs.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
- Learn how to better start, manage, and grow your business with the best business podcasts.
P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!
SPONSORS
- Get position and investment info for nearly 6,000 Asset Management Companies with Moomoo, Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.
- Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with Genesis.
- If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. Find out if your business qualifies with Innovation Refunds.
- Monitor your recovery, sleep, training, and health, with personalized recommendations and coaching feedback with WHOOP. Use code WSB to save 10% off your order today.
- If you’re a sales professional, get every real time advantage you can get with Sales Navigator. Enjoy 60 days of free trial today.
- Take a position daily on potential price movements, and gain exposure while limiting risk with Interactive Brokers.
- Invest in high-quality, cash-flowing real estate without all of the hassle with Passive Investing.
- Private assets represent 98% of companies in North America but are absent in most portfolios. Reconstruct your portfolio with private markets with Mackenzie Investments.
- Get access to great value basic health insurance that's simple to understand with Frank Health Insurance.
- Build a plan that helps you strengthen your financial security with RBC Wealth Management. RBC capital markets LLC, member NYSE, FINRA, SIPC.
- If you’re aware you need to improve your bitcoin security but have been putting it off, Unchained Capital's Concierge Onboarding is a simple way to get started—sooner rather than later. Book your onboarding today and at checkout, get $50 off with the promo code FUNDAMENTALS.
- Enjoy 10% off your first booking in Viator’s world of over 300,000 experiences you’ll remember. Download the Viator app now and use code VIATOR10.
- More wealth, more purpose, or making more of a difference? Commonwealth Private helps you create more of yours - with exceptional service and experts who meticulously tailor opportunities for you.
- Start building a portfolio of alternative farm and timberland assets with AcreTrader.
- In a world of probabilities, trade the possibilities with Pepperstone.
- Enjoy a 400-calorie meal that contains 40g of expertly sourced, premium plant protein, all 26 essential vitamins and minerals, and a scientifically calibrated mix of carbs, good fats and fiber with Huel Black Edition. Plus, get a free t-shirt and free shaker with your first order.
- Have gold and silver shipped directly to your door for you to hold at your home. Get BullionMax’s Gold Investor Kit today - 3 ounces of the world’s most desirable gold coins, including the Gold American Eagle and Canadian Maple Leaf.
- Support our free podcast by supporting our sponsors.
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
