TIP491: Macro and the Energy Market w/ Lyn Alden

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 RESOURCESOur interview with Lyn Alden about Gold and Commodities.Our interview with Lyn Alden about Global Investment Opportunities.Lyn Alden's free website.Lyn Alden's premium newsletter.Lyn Alden’s blog post, Energy: Area Under the Curve.NEW TO THE SHOW?Check out our We Study Billionaires Starter Packs.Browse through all our episodes (complete with transcripts) here.Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts. P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! 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by We Study Billionaires - The Investor’s Podcast Network