Top Traders Unplugged

GM26: Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg

Oct 26, 2022
Ask episode
Chapters
Transcript
Episode notes
1
Introduction
00:00 • 2min
2
The Supply Challenges of the World
01:52 • 5min
3
Is OPEC Plus a Threat to the Oil Sword?
06:38 • 5min
4
The Third Option Is That It Was Just Some Rogue Chaotic Actor
11:11 • 2min
5
The Demand Side Is Critical Right Now, Right?
13:04 • 4min
6
Is That Bearish for Crude Oil?
16:41 • 5min
7
Cyclically Compress Inflation
22:00 • 6min
8
The Rise of the Emerging Market Consumer
27:53 • 1min
9
The World Is Not a Monolith
29:13 • 3min
10
The Demand Side in the US Is Stronger Than Demand, Right?
32:42 • 2min
11
Is Europe Ready for a Mild Winter?
34:12 • 6min
12
Oil Markets
39:54 • 3min
13
What Could Go Wrong With LNG Distribution?
42:41 • 2min
14
Is There a Backdoor Antagonistic Thing to the Oil Industry?
44:13 • 5min
15
We're Going to Have You Back Soon Again
49:07 • 3min