MacroVoices #335 David Hay: Why US Energy Prices Can Rise Even In Recession

1

Introduction

00:00 • 2min

2

The Market Is Defying Gravity

01:46 • 4min

3

Oil Market Structure Has Changed - I Don't Think They Have Any Reserve Capacity

05:42 • 2min

4

Crud Oil Prices - The Biggest Build in the Oil Market?

07:21 • 4min

5

The Energy Crisis Is Coming to an End

11:13 • 2min

6

Can Gold Continue This Rally?

13:06 • 3min

7

The Guy Who Coined the Phrase Green Inflation

16:08 • 2min

8

The Green Flation Story

17:52 • 3min

9

Energy Crisis

20:45 • 1min

10

Gases Trading in Europe - Is There a Glout?

22:14 • 6min

11

Why Is It Easier to Switch to Natural Gas Than Oil?

27:58 • 5min

12

Energy - I'd Like to See a Major Drop in Oil Prices

32:29 • 5min

13

Is There Going to Be a Loss of Russian Crude?

37:32 • 3min

14

Energy - The Real Buying Opportunity Is in the Stocks

40:47 • 3min

15

The Real Asset Class Area Is in Rebound Mode

44:11 • 4min

16

The Price of Copper Is Going to Rise Significantly

47:45 • 3min

17

Are You Investing in Scarcity?

50:48 • 4min

18

Gold Mining Stocks

54:50 • 4min

19

Are We in a Recession?

58:25 • 4min

20

Is the Bond Market a New Era?

01:02:00 • 6min

21

Makrovoices Podcast

01:07:38 • 4min

22

The World Is Out of Spare Capacity

01:11:34 • 6min

23

Macro Voices Research Round Up

01:17:25 • 3min