My guest today is Daniel Dicker, a seasoned oil trader, former floor broker at the NYMEX, and well-known expert on energy markets. Over a three-decade career, Daniel has seen the full arc of oil’s role in financial markets—from a bellwether commodity to a sidelined input. In this conversation, we explore why oil has fallen off the radar for many investors, and what signs might bring it roaring back. We also discuss why renewables aren’t ready, how nuclear fits in, and the unexpected reasons he might start buying oil again. Please enjoy this conversation with Daniel Dicker.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Show Notes
(00:00:00) Welcome to Making Markets
(00:00:43) The Changing Role of Oil in the Economy
(00:01:56) Financialization and Speculation in Oil Markets
(00:04:55) Impact of Renewables and ESG on Oil
(00:07:01) Government Policies and Oil Prices
(00:14:45) Strategic Petroleum Reserve and Market Manipulation
(00:17:38) Recession Risks and Corporate Earnings
(00:23:35) Media Coverage of Commodities
(00:24:36) Investment Strategies in Energy
(00:25:19) Oil Market Dynamics and Bankruptcies
(00:26:46) Buffett's Investment in Occidental
(00:28:28) Renewable Energy and Carbon Capture
(00:30:37) Nuclear Energy Investments
(00:37:27) Geopolitics and Oil Supply
(00:39:47) OPEC's Challenges and Strategies
(00:42:46) Future of Oil Prices
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