Podcast Episodes
Back to SearchThe Math Isn’t Mathing: US Natural Gas Shortfalls by 2030
Having ‘energy awareness’ is like a superpower these days. It should be routine, but it’s not. Time to level up with a dive into natural gas supply a…
3 months, 3 weeks ago
The Commodity Bull Market Has Begun (But So Has Inflation)
The US is selling its reserve setting up future price spikes, commodities are launching on a new bull market, and inflation is set to come roaring ba…
3 months, 3 weeks ago
The US Is Exporting Like Mad as Global Oil Stocks Deplete at a Record Pace
The US continues to export its wealth in the form of oil and gasoline and other energy products. We’re eating our seed corn. When that ends, the pric…
3 months, 3 weeks ago
Negotiations Crumble as Gasoline and Diesel Prices Rise to a National Record
The US-Iran negotiations are going nowhere, Trump is growing impatient, and oil executives are sounding positively doomerish. Currently, there’s no e…
3 months, 3 weeks ago
The Damage Has Been Done, Is This What Comes Next?
There be whales and elephants swimming and stomping through the markets. When big money moves, it’s our job to figure out why and how to position our…
3 months, 4 weeks ago
Markets 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…
4 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.
4 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.
4 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 …
4 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 …
4 months, 1 week ago