Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 2min
The Negative Price of Crude Oil
02:18 • 2min
The Perfect Storm Event That Brings More Money Into the Crude Oil Market
04:41 • 4min
The USO Fund's Reverse Split on USO
08:59 • 3min
The Rise of Crude Oil Prices
11:56 • 3min
The USO ETF's Futures Contract Structure Changes
15:16 • 4min
The Futures Contracts Are Creating an Unbalance
19:11 • 2min
The Silent Contagion in the Oil Futures Curve
21:32 • 5min
The US Hole Holders Are Done at Zero
26:44 • 1min
The Mechanism of USO's Negative Balance
28:10 • 3min
The Futures Market's Perception of a Bailout
30:50 • 4min
The Existential Threat to Oil Production
34:36 • 1min
The Logistics Crisis in the US Shale Industry
35:59 • 5min
USO Files for a Reverse Split
41:01 • 3min
The Chaos of May
43:43 • 4min
Macro Voices All Stars
47:16 • 3min