How Russia Blew a Big Hole in The Oil Market



Crude oil has slumped in recent weeks, as investors price in the potential impact of a global economic downturn on demand.

That’s the short term. Warren Pies is focused on the long term, and he’s sticking to his bullish outlook for West Texas Intermediate and energy stocks. Pies, in conversation with Jared Dillian, the editor of The Daily Dirtnap, says demand destruction is inevitable during a recession.

But what has and will take place is not sufficient to offset the deficit created by Russia’s invasion of Ukraine and the sanctions imposed on Moscow and its hydrocarbon exports.

Absent a change in the international community’s attitude, Warren sees crude oil reaching new all-time highs sooner rather than later. Recorded on July 5, 2022.

#crudeoil #recession #hydrocarbon

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

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This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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How Russia Blew a Big Hole in The Oil Market



Crude oil has slumped in recent weeks, as investors price in the potential impact of a global economic downturn on demand.

That’s the short term. Warren Pies is focused on the long term, and he’s sticking to his bullish outlook for West Texas Intermediate and energy stocks. Pies, in conversation with Jared Dillian, the editor of The Daily Dirtnap, says demand destruction is inevitable during a recession.

But what has and will take place is not sufficient to offset the deficit created by Russia’s invasion of Ukraine and the sanctions imposed on Moscow and its hydrocarbon exports.

Absent a change in the international community’s attitude, Warren sees crude oil reaching new all-time highs sooner rather than later. Recorded on July 5, 2022.

TIMESTAMPS:

00:00:50 The Bull Case for Oil
00:09:51 Russian Sanctions and the Supply Deficit
00:15:38 Oil Price Outlook if We Enter Recession
00:18:45 President Biden’s Criticism of Big Oil
00:24:05 Back to New All-Time Highs?
00:25:44 Energy Stocks to Buy and Avoid
00:32:14 Reaching Peak Oil Demand

#crudeoil #recession #hydrocarbon

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

Disclaimer:
This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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Tales From The Trading Desk



Dave Floyd describes himself as someone whose “temperament and personality are still wired toward short-term price movements.”

In other words, he’s a trader. Floyd, the founder of Aspen Trading Group, joins Jared Dillian, the editor of The Daily Dirtnap, to explain what that title means to him.

Dave and Jared swap tales from trading desks of the mid-1990s through the 2000s, sharing lessons along the way about specializing in certain asset classes, establishing discipline, and developing a mentality of success.

Recorded on June 8, 2022.

#trader #tradingstrategy #tradingmentor

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

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This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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Does the Federal Reserve See the Threat of Recession?



Most central banks are moving aggressively to neutralize runaway inflation, a “bogey” world leaders must eliminate.

As Michael Howell points out, though, “Otherworld economies are already in recession,” and the U.S. will quickly follow suit. In conversation with Jared Dillian, editor of The Daily Dirtnap, Howell, the CEO of Crossborder Capital, paints a bleak picture.

“The next six months are going to be pretty ugly” as liquidity conditions continue to deteriorate and economic data continue to disappoint.

Michael and Jared also talk about why Federal Reserve policy probably won’t change much until early 2023, what’s made the Japanese yen weaken so drastically, and how the European Central Bank’s recent moves reintroduce “fragmentation” risk for the European Union.

Recorded on June 13, 2022.

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#federalreserve #monetarypolicy #recession

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#Macro #finance #macroeconomy #markets #financialmarkets #bonds #stocks #oil #gas #commodities #equities #gold

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This is pretty obvious, but we should probably say it anyway so there is no confusion…The material in REAL VISION GROUP video programs and publications {collectively referred to as “RV RELEASES”} is provided for informational purposes only and is NOT investment advice. The information in RV RELEASES has been obtained from sources believed to be reliable, but Real Vision and its contributors, distributors and/or publisher, licensors, and their respective employees, contractors, agents, suppliers, and vendors { collectively, “Affiliated Parties”} make no representation or warranty as to the accuracy, timeliness or completeness of the content in RV RELEASES. Any data included in RV RELEASES are illustrative only and not for investment purposes. Any opinion or recommendation expressed in RV RELEASES is subject to change without notice. RV Releases do not recommend, explicitly nor implicitly, nor suggest or recommend any investment strategy. Real Vision Group and its Affiliated Parties disclaim all liability for any loss that may arise (whether direct indirect, consequential, incidental, punitive or otherwise) from any use of the information in RV RELEASES. Real Vision Group and its Affiliated Parties do not have regard for any individual’s, group of individuals’ or entity’s specific investment objectives, financial situation, or circumstance. RV RELEASES do not express any opinion on the future value of any security, currency, or other investment instruments. You should seek expert financial and other advice regarding the appropriateness of the material discussed or recommended in RV RELEASES and should note that investment values may fall, you may receive less back than originally invested and past performances are not necessarily reflective of future performances. Well, that was pretty intense! We hope you got all of that – now stop reading the small print and go and enjoy Real Vision.

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