Episode Details

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Josh Young, CIO and Founder of Bison Interests, discusses the state of global oil markets, the geopolitics shaping energy supply, and the relationship between energy prices and the American economy.Watch Josh's last interview: https://youtu.be/vE15sucmsqo*This video was recorded on May 15, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JOSH YOUNG:X (@josh_young_1) : https://x.com/JoshYoungBison Interests website: https://bisoninterests.com/Bison Insights newsletter: https://www.bisoninsights.info/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.1:47 - Trump, Xi, and Hormuz4:42 - Positioning around the closed Strait7:42 - Why oil has not surged further11:00 - Oil stocks versus tech and AI energy demand13:58 - Higher oil prices and the US economy21:05 - Long-term energy demand and US production25:55 - OPEC, small-cap producers, and year-end outlook#oil #investing #economy