Oil Demand and Inflation: A Global Perspective

This chapter examines the intricate dynamics of oil demand and inflation, highlighting the varying impacts on emerging markets like Sri Lanka and India. It also analyzes how rising interest rates, ESG factors, and market emotions influence oil producers' capital access and stock valuations.

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IN THIS EPISODE, YOU’LL LEARN:

03:15 - Why the price of oil has been experiencing 30% swings in Q2.
07:23 - How the war between Russia and Ukraine has been affecting the oil and gas markets.
26:50 - How interest rates continue to climb could affect the supply and demand of oil.
31:06 - Recession risks for oil and why some smaller producers are experiencing very low valuation multiples.
53:39 - Why Buffett’s Berkshire Hathaway has now invested $26B into Chevron and $13B into Occidental and shows no sign of slowing down.
56:40 - How retail investors can think about investing like Buffett with a much smaller portfolio.
1:08:10 - A forecast for airline stocks.
And a whole lot more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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