IN THIS EPISODE, YOU'LL LEARN:<ul><li>01:38 - Why top-line growth was more important than profits in the prior decade for US shale producers.</li><li>05:37 - Why we have a boom and bust cycle in the oil market.</li><li>15:31 - Lyn’s thoughts on Warren Buffett’s investments in Chevron and Occidental Petroleum.</li><li>22:40 - What the OPEC+ cut mean for the oil market.</li><li>22:55 - What can the west do to lower the price of oil.</li><li>32:36 - Whether inflation can&nbsp;be fixed without fixing the energy markets.</li><li>38:47 - What happens if the inflation target of 2% changes.&nbsp;</li><li>42:49 - Why the FED counterintuitively is not pushing down the bond yields.</li><li>58:09 - What Powell should do dependent on what he wants to achieve.</li><li>58:42 - What it means that the US is exporting inflation.</li><li>1:03:22 - Why the currencies of many emerging economies are appreciating and the Euro, Pound, and Yen are not.</li></ul>Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.BOOKS AND RESOURCES<ul><li>Our interview with Lyn Alden about <a href="https://www.theinvestorspodcast.com/episodes/gold-and-commodities-w-lyn-alden/" rel="noopener noreferrer" target="_blank">Gold and Commodities</a>.</li><li>Our interview with Lyn Alden about <a href="https://www.theinvestorspodcast.com/episodes/gold-and-commodities-w-lyn-alden/" rel="noopener noreferrer" target="_blank">Global Investment Opportunities</a>.</li><li>Lyn Alden's <a href="https://www.lynalden.com/" rel="noopener noreferrer" target="_blank">free website</a>.</li><li>Lyn Alden's premium&nbsp;<a href="https://www.lynalden.com/premium/" rel="noopener noreferrer" target="_blank">newsletter</a>.</li><li>Lyn Alden’s blog post, <a href="https://www.lynalden.com/the-area-under-the-curve/" rel="noopener noreferrer" target="_blank">Energy: Area Under the Curve</a>.</li></ul>NEW TO THE SHOW?<ul><li>Check out our&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires-starter-packs/" rel="noopener noreferrer" target="_blank">We Study Billionaires Starter Packs</a>.</li><li>Browse through all our episodes (complete with transcripts)&nbsp;<a href="https://www.theinvestorspodcast.com/we-study-billionaires/" rel="noopener noreferrer" target="_blank">here</a>.</li><li>Try our tool for picking stock winners and managing our portfolios:&nbsp;<a href="https://www.theinvestorspodcast.com/tip-finance/" rel="noopener noreferrer" target="_blank">TIP Finance Tool</a>.</li><li>Enjoy exclusive perks from our&nbsp;<a href="https://www.theinvestorspodcast.com/affiliates/" rel="noopener noreferrer" target="_blank">favorite Apps and Services</a>.</li><li>Stay up-to-date on financial markets and investing strategies through our daily newsletter,<a href="https://www.theinvestorspodcast.com/newsletters/" rel="noopener noreferrer" target="_blank">&nbsp;We Study Markets.</a></li><li>Learn how to better start, manage, and grow your business with the&nbsp;<a href="https://www.theinvestorspodcast.com/podcasts/20-best-business-podcasts/" rel="noopener noreferrer" target="_blank">best business podcasts</a>.&nbsp;</li></ul>P.S The Investor’s Podcast Network is excited to launch a&nbsp;<a href="https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ" rel="noopener noreferrer" target="_blank">subreddit</a>&nbsp;devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit&nbsp;<a href="https://clicks.aweber.com/y/ct/?l=7HQTa&m=3hIUiG6T8vBkNOB&b=8NVZC.qh9__ur.qME8mcEQ" rel="noopener noreferrer" target="_blank">r/TheInvestorsPodcast</a>&nbsp;today!SPONSORS<ul><li>Get position and investment info for nearly 6,000 Asset Management Companies with&nbsp;<a href="https://www.moomoo.com/" rel="noopener noreferrer" target="_blank">Moomoo</a>, Australia’s first A.I. powered trading platform. Sign up and fund your moomoo account before October 31 and get $10 for every $100 you deposit. All investment carries risk. AFSL 224 663. T&Cs apply.</li><li>Throw out the old traditions and get progressive. Discover the complete package - smart design, lots to love under the hood with&nbsp;<a href="https://genesis.com/" rel="noopener noreferrer" target="_blank">Genesis</a>.</li><li>If your business has five or more employees and managed to survive Covid you could be eligible to receive a payroll tax rebate of up to twenty-six thousand dollars per employee. 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TIP491: Macro and the Energy Market w/ Lyn Alden

We Study Billionaires - The Investor’s Podcast Network