🔥Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision rvtv.io/3MMeRfQ 00:50 - Outlook On The Energy Sector 03:50 - Positioning in Energy 10:10 - The U.S. Strategic Petroleum Reserve 21:20 - Inflation's Impact On Commodities 26:40 - Innovations In The Energy Sector 29:25 - Will U.S. Spending Drive The Market For Hard Assets 30:27 - Refinders 32:22 - What To Watch Out For
Wouldn't a large portion of the landed natural gas and oil spread be due to natural gas importing/exporting infrastructure being a more significant investment than simply bringing in barrels of oil?
Inflation is driven by the money supply. A general increase in prices (inflation) is an indication that the money supply is expanding too rapidly; and this usually occurs during periods of pronounced deficit spending. The immense federal spending that occurred during the "COVID crisis" and the concurrent buying of debt by the Federal Reserve produced the 9% inflation that we experienced. Indeed, we are still struggling with that overhang.
🔥Get 𝗙𝗥𝗘𝗘 𝗔𝗖𝗖𝗘𝗦𝗦 to Real Vision rvtv.io/3MMeRfQ
00:50 - Outlook On The Energy Sector
03:50 - Positioning in Energy
10:10 - The U.S. Strategic Petroleum Reserve
21:20 - Inflation's Impact On Commodities
26:40 - Innovations In The Energy Sector
29:25 - Will U.S. Spending Drive The Market For Hard Assets
30:27 - Refinders
32:22 - What To Watch Out For
My favorite guests
The no bs bird! TY.
Love Doomberg!
Great interview! And great questions by Ash!
Thank you!
this chicken finally stalking sense,. the US is very very energy rich. Finally.
Wouldn't a large portion of the landed natural gas and oil spread be due to natural gas importing/exporting infrastructure being a more significant investment than simply bringing in barrels of oil?
Wow sudden flip of the bird from energy crisis to all good and over supply?
What was that book he recommended?
Ray Kurzweil
The Singularity Is Near: When Humans Transcend Biology
Inflation is driven by the money supply. A general increase in prices (inflation) is an indication that the money supply is expanding too rapidly; and this usually occurs during periods of pronounced deficit spending. The immense federal spending that occurred during the "COVID crisis" and the concurrent buying of debt by the Federal Reserve produced the 9% inflation that we experienced. Indeed, we are still struggling with that overhang.