Unusual Whales cover image

Unusual Whales Pod Ep 15: FOMC, 50bps, Powell, Inverted Yield and the Macro market heading into 2023

Unusual Whales

00:00

Long-Term Bullish Bet Uh in Oil Since the Deeps of 2016

Gem: We've had a relatively low vol secular move higher throughout the last. commodity space and that's not just because of the you know the seventy dollar seventy two dollar obviously spr refill. Opec plus have undue power and they tend to underpin price over structurally longer periods so we really here kai think that there's we're in for a much more uh of a of a opec plus put in this market," says gem. "I'm long-term bullish on oil but i actually see the fact the forces of demand destruction perhaps outweighing the forces of supply supply curtailment", he adds.

Play episode from 01:03:33
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
 Get the app