In Episode 344 of Hidden Forces, Demetri Kofinas speaks with oil analyst and researcher Rory Johnston about what’s driving the fall in oil prices and how likely it is to continue. Rory shares his thoughts on investor positioning, growth in US oil production, recent M&A activity in the oil sector, OPEC production cuts, geopolitical risk in Guyana, as well as in the Strait of Hormuz, and much more.
Today’s episode was originally recorded as a live Q&A for members of the Hidden Forces Genius Community. If you’re interested in learning more about the Genius community, our private dinners, in-person events, and how to become a member, you can do that at HiddenForces.io/Subscribe, where you can also subscribe to our premium content and access our premium feed, episode transcripts, and Intelligence Reports.
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Producer & Host: Demetri Kofinas
Editor & Engineer: Stylianos Nicolaou
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Episode Recorded on 12/13/2023
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A Recession, More Inflation, or Both? | Eric Basmajian
Global Macro in an Age of Great Power Conflict | Demetri Kofinas
American Defense in an Age of Great Power Conflict | Elbridge Colby
What’s Driving the Price of Oil? A Supply-Side Story | Rory Johnston
Turkish-Greek Relations & Battle Over the Eastern Mediterranean | Ryan Gingeras
Rise of Shadow Banking & Risks of a Financial Crisis | Lev Menand
Energy Geopolitics & the Remaking of the Modern World | Helen Thompson
Value Investing & How to Have “Soul in the Game" | Vitaliy Katsenelson
The Power of Crisis & How to Fight a Geopolitical Recession | Ian Bremmer
How to Trade Market Sentiment & Why Inflation Is Coming Down | Jared Dillian
The Path Towards Self-Actualization & How to Overcome Your Fears | Demetri Kofinas
The Revenge of Risk Rates & the Return of Dividend Investing | Daniel Peris
How to Trade the Great Rotation From Big Tech to Commodities | Tony Greer
Revenge of the Dollar & the Meltdown in Global Markets | Brent Johnson
The Collapse of LUNA & UST and the Vulnerability in Crypto | Nathaniel Whittemore
The New Era of Great Power Competition | John Mearsheimer & Stephen Walt
Revenge of the Old Economy & How to Invest in the Commodity Supercycle | Jeff Currie
The End of the Beginning for Crypto | Michael Anderson & Vance Spencer of Framework Ventures
How to Position & Prepare Yourself for the End Game | Grant Williams
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