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Which podcasts are discussing BNO?
3 ATTRIBUTED IDEAS · 2 EPISODES · 2 SHOWS
The shows
Palisades Gold Radio
MacroVoices
Where the discussion went deepest
30 JUL2W AGOPALISADES GOLD RADIO · 04:10
Headwinds reversing to tailwinds for crude oil
“A suite of temporary supply and demand suppressors on crude oil is shifting into structural tailwinds, threatening a sharp price upward repricing.”
Bob Moriarty: Imminent ‘Explosion’ Of Fuel prices, World War 3 & Global Depression
Core thesis · 5/5Verify in source →
30 JUL2W AGOPALISADES GOLD RADIO · 02:00
Energy supply crunch signals impending fuel surge
“An escalating deficit in global energy supply driven by refinery damage, infrastructure destruction, and depleted reserves is argued to trigger a sharp rally in fuel prices.”
Bob Moriarty: Imminent ‘Explosion’ Of Fuel prices, World War 3 & Global Depression
In depth · 4/5Verify in source →
5 MAR5 MARMACROVOICES · 16:00
Oil war premium with time spread focus
“Eric argued the Iran conflict injected a war risk premium into oil, with time spreads (backwardation) outperforming flat price, and he is holding longer-dated spread positions expecting the premium to persist for months.”
MacroVoices #522 Matt Loszak: Factory Mass-Production of Advanced Nuclear Power Plants
In depth · 4/5Verify in source →
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