$87 Oil, Geopolitics, and the Fed

The PetroNerds Podcast

Recorded on April 5, 2024

https://www.youtube.com/watch?v=Kpt86pq3xL0&feature=youtu.be

Episode 105 of the PetroNerds podcast is a must listen to show stopper that you are going to want to share and listen to again. This PetroNerds podcast is a fresh market recap and dive on everything driving oil prices higher, including geopolitical tensions, the war in the Middle East, the Fed and rate volatility, inflation and concerns over sticky inflation, and China, Iran, and the less than ESG friendly energy transition.

Trisha Curtis, CEO of PetroNerds and host of the PetroNerds podcast, walks listeners through the rise in oil prices, the rise in gold prices, and the rise in the 10 year yield curve and the relationship between the three. She gets into the current state of geopolitics and the risk premium finally coming into oil prices with regards to Israel and Iran. And she talks about the plethora of Fed commentary this week covering everything from rate hikes to rate cuts to rising immigration.

She also talks about the US jobs report. The bulk of the podcast is the talk and presentation Trisha gave in Dallas, Texas to a group of investors at the CFA Investor Summit in November 2023. She chose to release this podcast now because of the geopolitical explanation in the talk with regard to the war in the Middle East, Fed comments, the atrocities committed in Gaza, and her discussion of China’s role in the energy transition. This is fast talking, lippy, and a complete round the world conversation to investors.

Listen on Itunes