Podcast Episodes
Back to SearchMarkets Explode Higher on Imaginary Peace Deals
Are we in a blow off top? Can the AI-fueled earnings be believed? Can the prospect of both war and peace be stock market bullish? All this and much m…
2 months ago
Adam Rozencwajg: The Greatest Energy Shock in History Is Unfolding
Time to talk to a calm, measured, highly-experienced oil and gas resource investor about it all…the Devil is truly in the details.
2 months ago
Iranian Reality Check With Ret. Lt. Col. Daniel Davis
Trump’s Iran options: ‘bad’ negotiations or ‘worse’ escalation, amid an oil crisis risking a global depression.
2 months ago
Tick Tock, Time Is Running Out: The Path to $200 Oil Laid Out
We’re almost out of time. The US has to get the Strait of Hormuz open, one way or the other, before its own inventories of oil and refined petroleum …
2 months ago
Energy Prices Spike, Inflation Set to Roar, and Urgent Warnings About Credit Markets
Urgent warnings about credit markets from Hank Paulson and Jamie Dimon deserve your attention. And the looming set of nested supply and inflationary …
2 months, 1 week ago
The Largest Energy Shock On Record Is Worse Than You Think
Even if the Strait of Hormuz reopens tonight, the damage has been done and it’s a lot worse than most people understand. Here’s the math… and the tru…
2 months, 2 weeks ago
Who Will Win, The Money Printers Or Physics?
Equity markets are signaling the usual thing during a war: lots and lots of excess liquidity from “somewhere.” But this time, the loss of oil and NG …
2 months, 2 weeks ago
Investing When Nothing Matters and Anything Goes
We’ve entered a New Normal for US equity markets where fundamentals no longer seem to matter. Nor the reality of a a global disruption in energy and …
2 months, 3 weeks ago
The Fat Pipe April 10th, 2026: Broken “Markets,” Oil Update, the Golden Future, WTH Europe?, and Claude Mythos
The suppression of the price of oil cannot last much longer. When it breaks – watch out – there could be significant (if not uncontrollable) market t…
3 months ago
Are Markets Providing Signal or Noise?
Time for our weekly Finance U episode with Paul Kiker. The “markets” are operating as if the largest energy shock in world history weren’t already un…
3 months ago