We Study Billionaires - The Investors Podcast
TIP491: Macro and the Energy Market w/ Lyn Alden
- Autor: Vários
- Narrador: Vários
- Editora: Podcast
- Duração: 1:04:48
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Sinopse
IN THIS EPISODE, YOU'LL LEARN: 01:38 - Why top-line growth was more important than profits in the prior decade for US shale producers. 05:37 - Why we have a boom and bust cycle in the oil market. 15:31 - Lyn’s thoughts on Warren Buffett’s investments in Chevron and Occidental Petroleum. 22:40 - What the OPEC+ cut mean for the oil market. 22:55 - What can the west do to lower the price of oil. 32:36 - Whether inflation can be fixed without fixing the energy markets. 38:47 - What happens if the inflation target of 2% changes. 42:49 - Why the FED counterintuitively is not pushing down the bond yields. 58:09 - What Powell should do dependent on what he wants to achieve. 58:42 - What it means that the US is exporting inflation. 1:03:22 - Why the currencies of many emerging economies are appreciating and the Euro, Pound, and Yen are not. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to