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Which podcasts are discussing USO?
30 ATTRIBUTED IDEAS · 27 EPISODES · 11 SHOWS
The shows
MacroVoices
Commodity Culture
Palisades Gold Radio
Thoughtful Money
Excess Returns
Forward Guidance
Monetary Matters with Jack Farley
The Grant Williams Podcast
The Julia La Roche Show
The Meb Faber Show
Wealthion - Be Financially Resilient
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 →
26 JUL2W AGOTHOUGHTFUL MONEY · 06:21
Historic supply deficit underpins oil upside
“A severe structural supply deficit and multi-decade underinvestment mean oil and energy stocks offer a compelling long-term thesis, with energy equities carrying further upside even after a short-term commodity rally.”
As Tech Trade Falters, Value Stocks Are Breaking Out · with Thoughtful Money's
Core thesis · 5/5Verify in source →
25 JUN25 JUNTHOUGHTFUL MONEY
Bullish energy demand from global reserve refilling
“Energy stocks and crude oil offer an attractive upside setup driven by sovereign Strategic Petroleum Reserve refilling and historically depressed relative valuations.”
The Market Is Dangerously Expensive Now · with Thoughtful Money's
Core thesis · 5/5Verify in source →
30 JUL2W AGOMACROVOICES · 15:20
Crude oil's bullish structure intact, shorts not covered
“The argument was that crude oil's bullish trend remains intact, with tight inventories and geopolitical risk, and positioning shows shorts have not yet capitulated, leaving fuel for another leg higher.”
MacroVoices #543 Jim Bianco: Who Solves Inflation The FED or The Market?
In depth · 4/5Verify in source →
26 MAY26 MAYPALISADES GOLD RADIO · 05:00
Second leg of commodity bull cycle underway
“The guest argued that the commodity bull cycle that began in 2020 has entered its second leg, with oil likely to exceed its all-time high of $147.”
Gary Savage: Why Silver Will Outperform The Miners
In depth · 4/5Verify in source →
26 MAY26 MAYPALISADES GOLD RADIO · 03:30
Wait for oil pullback to ~$70 for entry
“The guest's thesis was to wait for a potential pullback in oil prices to the upper $60s to test a prior breakout level before considering a long position, rather than buying at current elevated levels.”
Gary Savage: Why Silver Will Outperform The Miners
In depth · 4/5Verify in source →
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