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.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT’s TRUE ? – most CIO’s read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “The Many Flavors of Trend Following” here.Learn more about the Trend Barometer here.Send your questions to [email protected] please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Cem on Twitter.Follow Adam on Twitter.Episode TimeStamps: 00:00 - Intro02:06 - The highlights of the previous conversation on energy supply13:02 - Adam’s perspective on the demand side21:57 - Blame it on the inflation?29:11 - The opportunities of a divided world36:50 - Has demand actually decreased? 42:40 - What can go wrong in regards to the election?51:00 - Thanks for listeningCopyright © 2023 – CMC AG – All Rights Reserved----PLUS: Whenever you're ready... here are 3 ways I can help you in your investment Journey:1. eBooks that cover key topics that you need to know about In my eBooks, I put...