Big Picture Macro Investing: Oil, Inflation, and Hard Assets

4.9.2026

Financial Sense Newshour

0:00

37:50

Sep 4, 2026 – We are witnessing one of the most significant macroeconomic shifts in over half a century. US energy reserves are approaching operational limits as they are drawn down to buffer disruptions from the Iran conflict, while the energy sector faces a multi-trillion...

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Big Picture Macro Investing: Oil, Inflation, and Hard Assets

Financial Sense Newshour

Weitere Episoden von „Financial Sense Newshour“

Ed Yardeni: Roaring 2020s Driven by $90T G-Shaped Economy (Preview)

Why Everything You Know About Cancer Might Be Wrong: A Conversation with Dr. Thomas Seyfried (Replay)

This Week’s Market Wrap: Selectivity Rises Amid Oil Gains and Shifting Leadership

Big Picture Macro Investing: Oil, Inflation, and Hard Assets

Jeff Christian: Gold Heading to $5,000 as Bull Market Resumes (Preview)

Kurt Kallaus: America's Oil Reserves Are Running Low—Hard Decisions Ahead (Preview)

Rick Rule's Commodity Picks: "You Ain't Seen Nothing Yet" (Preview)

The Death of a Decision Maker: You Built the Plan—But Can Anyone Else Run It?

This Week's Market Wrap: AI's Falling Costs, Software's Comeback, and a Hawkish Warsh

Data Shows AI Race About to Hit Utility Wall, Says Coeus Institute's Michai Morin (Preview)