TIP491: Macro and the Energy Market w/ Lyn Alden

<p><strong>IN THIS EPISODE, YOU'LL LEARN:</strong></p><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><p><br></p><p><em>Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.</em></p><p><br></p><p><strong>BOOKS AND RESOURCES</strong></p><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"><strong>Gold and Commodities</strong></a><strong>.</strong></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"><strong>Global Investment Opportunities</strong></a><strong>.</strong></li><li>Lyn Alden's <a href="https://www.lynalden.com/" rel="noopener noreferrer" target="_blank"><strong>free website</strong></a><strong>.</strong></li><li>Lyn Alden's premium&nbsp;<a href="https://www.lynalden.com/premium/" rel="noopener noreferrer" target="_blank"><strong>newsletter</strong></a>.</li><li>Lyn Alden’s blog post, <a href="https://www.lynalden.com/the-area-under-the-curve/" rel="noopener