Tracy Shuchart, Partner and Global Energy & Materials Strategist at Intelligence Quarterly, joins Jack Farley to talk about all things oil: how different parts of the world are affected by price spikes, supply and demand and other commodities.
Why has the price of oil dropped? Looking at detailed charts, Shuchart goes over the oil market in countries such as Russia.
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Timestamps
00:00 Introduction
00:51 Looking at Extreme Oil Corrections
04:25 Current State of the European Energy Markets
06:00 Will Russia Turn Off Europe's Gas?
11:36 Economic Slowdown Playing a Role in Destroying Demand
14:09 Structural Supply Deficit
16:25 Why Is the Price of Oil Collapsing
23:00 Why are Corporations Making so Much Money?
24:30 Comparing Profit Margins
26:45 Tracy's View on Oil Equities and Sensitive Commodities
31:40 The Shorter Term
33:22 Commodities
35:47 Market Currencies in the Eye of the Storm
37:34 Thoughts on Natural Gas, Oil, and Other Disallates
39:30 Coal
41:03 Hedging Issues
43:00 Overrated Equities Within Commodities
48:35 Solar and Wind Stocks
49:43 Stocks Affected by Inflation
53:50 Recessions in the US and Europe
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
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