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Inhoud geleverd door Stig Brodersen and The Investor's Podcast Network. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Stig Brodersen and The Investor's Podcast Network of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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TIP491: Macro and the Energy Market w/ Lyn Alden

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Manage episode 346231839 series 1394353
Inhoud geleverd door Stig Brodersen and The Investor's Podcast Network. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Stig Brodersen and The Investor's Podcast Network of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

872 afleveringen

Artwork
iconDelen
 
Manage episode 346231839 series 1394353
Inhoud geleverd door Stig Brodersen and The Investor's Podcast Network. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Stig Brodersen and The Investor's Podcast Network of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

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

SPONSORS

Support our free podcast by supporting our sponsors:

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

  continue reading

872 afleveringen

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