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Message History

Stijn Schmitz welcomes back Art Berman to the show. Art Berman is The Energy Realist. Berman explains that the initially feared catastrophic disruption from the Iran War has been partially offset, with production losses revised down to roughly 5 million barrels a day, though he stresses this remains a historically massive number. The absence of immediate global economic colla...


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Stijn Schmitz welcomes Ted Oakley to the show. Ted Oakley is Founder and Managing Partner | Oxbow Advisors. The discussion explores investment strategy, focusing on long-term holdings, hard assets, and contrarian opportunities. Oakley emphasizes the importance of a longer investment horizon, typically holding stocks for three to ten years, while acknowledging that most trader...


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Stijn Schmitz welcomes Peter Carlin to the show. Peter Carlin is Commodity Broker, Trader, and Author. The discussion opens with the extreme volatility in global energy markets, where the Strait of Hormuz and Red Sea disruptions are creating severe logistical bottlenecks. Carlin explains that the real crisis is not crude oil supply per se, but a mismatch between the sour crud...


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Stijn Schmitz welcomes back Colonel Douglas Macgregor to the show. Doug is a Retired U.S. Army Colonel and Decorated Combat Veteran. He offers a stark assessment that the Middle East conflict is fundamentally a Jewish war with no vital strategic interest for the United States, describing it as already regional and increasingly merging with other global flashpoints. He argues ...


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Stijn Schmitz welcomes Martin Armstrong to the show. Martin Armstrong is CEO and Chairman of Armstrong Economics Ltd. Martin argues that the conflict with Iran was a strategic miscalculation driven by Neocons and Benjamin Netanyahu’s flawed strategy of decapitation leadership, which historically never works. Contrary to assumptions, Iran is highly organized, has planned for t...


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