GM26: Out with the FED Put & In with the OIL Put ft. Adam Rozencwajg

Today, we have the pleasure of having Adam Rozencwajg back for another conversation on the global energy crisis, this time primarily focusing on the demand side of the crisis. We discuss oil reserves, OPEC and how disruptions in supplies impact the energy sector, why we are seeing a spike in demand for oil and how investors are changing their trading behaviour to adapt to the crisis, the impact of the rise of the emerging market middle class and the challenges of structural inflation. We also address how the war between Russia and Ukraine affects the energy crisis and how some conspiracy theorists believe that all this conflict is tied together, how the energy crisis affects the American Mid-Term Election and much more.

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Episode TimeStamps:

00:00 - Intro

02:06 - The highlights of the previous conversation on energy supply

13:02 - Adam’s perspective on the demand side

21:57 - Blame it on the inflation?

29:11 - The opportunities of a divided world

36:50 - Has demand actually decreased? 

42:40 - What can go wrong in regards to the election?

51:00 - Thanks for listening

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