Episodes

Creak! Pop! The Iran MOU is dead, Japan is busy fighting yen and yield fires, long bond yields are rising across the board, and South Korea's bubblicious stock market seems to have finally run out of buyers. Click Here for Peak Financial Investing

Stocks aren't just expensive, but are more expensive than at any other point in history including 1929 and 2000. The very last thing they'd need would be an energy price shock... Click Here for Peak Financial Investing

How much oil - and time - does the Strategic Petroleum Reserve have left? A lot of people have been guessing about it. I don't really like guessing, so we're going to go into the actual data as best we can. Click Here for the Full Episode

How much oil - and time - does the Strategic Petroleum Reserve have left? A lot of people have been guessing about it. I don't really like guessing, so we're going to go into the actual data as best we can. Click Here for the Full Episode

The oil and equity markets aren't just tricky, they defy reasonable explanations. Click Here for Peak Financial Investing

Trump suddenly caved in to Iran, and the reason is that he was finally informed by someone that just a few more weeks of the Strait being closed would result in a massive global economic catastrophe. Whew! Click Here for The Crash Course

Talk about a difficult investing environment! Join us as we unknot the tangled threads. Click Here for Peak Financial Investing

To call the recent market moves in oil, gold and equities bizarre is an understatement. They are 180 degrees off from historical behaviors, as well as physical reality. Well, hello reality... Click Here for Peak Financial Investing

Truly gigantic changes are afoot in the global financial system. Michael Gayed says "keep your eyes firmly on credit markets," especially credit spreads. And Japan...

It seems that the oil markets will remain irrational right to the bitter end. Predictions: Eventual oil price chaos (higher, of course) and the 'surprise' call for energy lockdowns and other punitive measures. Click Here for The Crash Course

With the Strait of Hormuz still closed, possibly until Labor Day (Sept 7th) , and inflation picking up steam while the yen threatens to breach the 160 level, the chance of a financial accident is rising daily. One that could trigger the Great Taking legal machinery... Peak Financial Investing Protecting Your Wealth from The Great Taking Revisiting The Great Taking with David Rodgers Webb

I'm always searching for the theory that makes all the data fit. I'm happy to accept and reject hypotheses along the way, but it's becoming pretty clear to me that we are under attack and that a lot of what we're seeing right now is intentional. It's going to be devastating if this hypothesis is correct. Click Here for the Full Episode

The current stock market boom is running in the US as well as Japan and Europe. It did not begin with the Iran war, but began in 2022 when monetary and fiscal authorities freaked out about the twin declines in stocks and bonds and 'did something about it.' Now we've got that money flood plus the Iran war which, together, will combine to bring about extremely high (15%? 18%? 20%?) in 1-2 year's time.. Click Here for Peak Financial Investing

Having ‘energy awareness’ is like a superpower these days. It should be routine, but it’s not. Time to level up with a dive into natural gas supply and demand issues within the US.

The US is selling its reserve setting up future price spikes, commodities are launching on a new bull market, and inflation is set to come roaring back. This narrows down the investable universe considerably. Click Here for Peak Financial Investing

The US continues to export its wealth in the form of oil and gasoline and other energy products. We’re eating our seed corn. When that ends, the price spikes will be extraordinary and cause a lot of economic damage. Click Here for the Crash Course

The US-Iran negotiations are going nowhere, Trump is growing impatient, and oil executives are sounding positively doomerish. Currently, there’s no end in sight. Plan accordingly. Click Here for the Full Episode

There be whales and elephants swimming and stomping through the markets. When big money moves, it’s our job to figure out why and how to position ourselves accordingly. This is wildly important. Click Here for the Full Episode

Are we in a blow off top? Can the AI-fueled earnings be believed? Can the prospect of both war and peace be stock market bullish? All this and much more in this week’s Finance U episode. Click Here for Peak Financial Investing

Time to talk to a calm, measured, highly-experienced oil and gas resource investor about it all…the Devil is truly in the details.

Trump’s Iran options: ‘bad’ negotiations or ‘worse’ escalation, amid an oil crisis risking a global depression.

We’re almost out of time. The US has to get the Strait of Hormuz open, one way or the other, before its own inventories of oil and refined petroleum products are depleted. By the end of May is the word on the street.

Urgent warnings about credit markets from Hank Paulson and Jamie Dimon deserve your attention. And the looming set of nested supply and inflationary shocks are being met with more money printing by the Fed. Click Here for Peak Financial Investing

Even if the Strait of Hormuz reopens tonight, the damage has been done and it’s a lot worse than most people understand. Here’s the math… and the truth. Click Here for the Full Report