The Oil Supply Shock Hiding in Plain Sight

Could bond yields double in the next year? Yes, here’s how: My thesis is that bond yields are reacting to oil prices.Click Here for the Full Episode

Today's Digest covers EU deposit plans, SCO geopolitics, US defense resignations, AI data centers, mail-in voting, YouTube probe, financial AI risks, Epstein files, Missouri age verification, and oil refinery projects.Click Here for The Great Taking

Today's Digest covers Chinese humanoid robots' military potential, the AI race, LLM job myths, China-Taiwan vessels, Israel-Greece arms deal, US-China tariffs, fresh Iran attacks, Venezuelan oil, and UK immigration.Click Here for Debt Passes $40T as 'Outcast' Sanctions Hit US Allies, Russia Warns UK, and FDA Approves More COVID Jabs

Today's Digest covers U.S. drug shortages, DMSO, Flock and ALPR surveillance, Hormuz tanker costs, Central Asian power outages, a Ukraine depot strike, Ceuta migrant ambush, and UK crime data.Click Here for Peak Prosperity

You're in for a real treat with this podcast. Grab a cup of coffee, or go mow the lawn with your headphones on, and tune in.Click Here for Peak Financial Investing

Today's Digest covers US debt and unemployment, US-Venezuela oil deal, Russia UK warning, strike on nuclear plant, Economic Outcast sanctions, COVID vaccine approval, measles dispute, Ceuta unrest, and church fires.Click Here for Peak Prosperity

I'm back with another ripping podcast with Philip Pilkington which is not to be missed. Huge events are underway and Philip's deep experience and broad context are vital to making sense of the world.Fake Markets, Real ConsequencesPeak Financial Investing

Today's Digest covers U.S. bonds, Saudi nuclear deal, Israel space arms, China cyber ops, Iran media targets, oil costs in India and Japan, Meta age verification, Amish NY exodus, Portugal face-covering ban, UK conversions to Islam.Click Here for Peak Prosperity

Today's Digest covers CIA and Vatican Moscow visits, Hormuz mines and Iran/China sanctions, Trump 33% approval, intersectionality grants, education proficiency drops, Maxwell conviction, AliExpress audio fingerprinting, and 2027 food crisis.Click Here for Peak Prosperity

Legendary resource investor and analyst Adam Rozencwajg says the oil investment thesis is now firmly rooted in both the near term due to the Iranian and Russian conflicts, but also the long terms due to massive underinvestment that will need to be remedied.Click Here for Peak Prosperity