Zortix matched this thesis to Defense & aerospace ETFs as one way for retail investors to get exposure. Not a recommendation.
$150 oil may not cause a US recession
The modeling presented suggested the US could avoid a recession even with oil at $150/barrel, due to offsets from increased energy production and potential defense spending.
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The story so far
CONTESTED · 203 MENTIONS · 135 EPISODES · 33 SHOWS
3 JUL 2025 — 16 AUG 2026 · 2D AGO
91 SUPPORT · 23 CHALLENGE · 2 REPEAT · 87 MENTIONED
- THE ACQUIRERS PODCAST
3 EPISODES BETWEEN · 4 MENTIONS · 75 NOT KEPT
- 75 EPISODES NOT SHOWN
- EXCESS RETURNS · 2 MENTIONS
- FORWARD GUIDANCE
- THE JULIA LA ROCHE SHOW
- MONETARY MATTERS WITH JACK FARLEY · 5 MENTIONS
- Stock market decline as key recession transmission channel · CHALLENGES
- Fiscal stimulus offsets oil shock, supporting GDP
- $150 oil may not cause a US recession · THIS IDEA
- AI capex boom provides GDP support
- 1970s-style inflation requires more than oil shock
49 EPISODES BETWEEN · 71 MENTIONS
- WHAT BITCOIN DID · 3 MENTIONS
- BARRON'S STREETWISE
- COMMODITY CULTURE
- THE POMP PODCAST · 2 MENTIONS
- THE JULIA LA ROCHE SHOW
- THE JULIA LA ROCHE SHOW
- WEALTHION - BE FINANCIALLY RESILIENT
- MASTERS IN BUSINESS
- EXCESS RETURNS · 2 MENTIONS
- THE ALPHA EXCHANGE · 3 MENTIONS
- BANKLESS
- MONETARY MATTERS WITH JACK FARLEY
- GOLDMAN SACHS EXCHANGES · 2 MENTIONS
- THE POMP PODCAST
- MONETARY MATTERS WITH JACK FARLEY
- EXCESS RETURNS
- PALISADES GOLD RADIO
- MACROVOICES
- COMMODITY CULTURE
- THE JULIA LA ROCHE SHOW · 2 MENTIONS
- WHAT BITCOIN DID
- EXCESS RETURNS
- COMMODITY CULTURE
- THE POMP PODCAST · 2 MENTIONS
- EXCESS RETURNS · 5 MENTIONS
- THOUGHTFUL MONEY
- PALISADES GOLD RADIO
- WEALTHION - BE FINANCIALLY RESILIENT
- ANIMAL SPIRITS
- EXCESS RETURNS
- TOP TRADERS UNPLUGGED · 2 MENTIONS
- THE MEB FABER SHOW
- EXCESS RETURNS
- THE COMPOUND AND FRIENDS
- THOUGHTFUL MONEY
- MACRO MUSINGS WITH DAVID BECKWORTH
- REAL VISION DAILY BRIEFING
- PROF G MARKETS
- THE JULIA LA ROCHE SHOW
- WEALTHION - BE FINANCIALLY RESILIENT
- TOP TRADERS UNPLUGGED · 3 MENTIONS
- FORWARD GUIDANCE
- EURODOLLAR UNIVERSITY
- THE POMP PODCAST
- PROF G MARKETS · 3 MENTIONS
- BLOOMBERG SURVEILLANCE
- MACROVOICES · 2 MENTIONS
- GOLDMAN SACHS EXCHANGES: THE MARKETS · 3 MENTIONS
- THE BEST EVER CRE SHOW · 2 MENTIONS
- THE MEB FABER SHOW · 3 MENTIONS
- WEALTHION - BE FINANCIALLY RESILIENT · 2 MENTIONS
- BLOOMBERG SURVEILLANCE · 2 MENTIONS
- EXCESS RETURNS · 5 MENTIONS
- THE JULIA LA ROCHE SHOW
- THOUGHTFUL MONEY
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD