TIP491: Macro and the Energy Market w/ Lyn Alden

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

• Our interview with Lyn Alden about Gold and Commodities.
• Our interview with Lyn Alden about Global Investment Opportunities.
• Lyn Alden's free website.
• Lyn Alden's premium newsletter.
• Lyn Alden’s blog post, Energy: Area Under the Curve.

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