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Showing posts with the label lynalden2022

Energy, Inflation, and the FED w/ Lyn Alden (TIP491)

Stig Brodersen brings back one of our most popular and thoughtful guests, investment expert Lyn Alden. Together, they provide an update on the volatile energy markets and the changing macroeconomic landscape.    IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:00:50 - Why top-line growth was more important than profits in the prior decade for US shale producers 00:04:56 - Why we have a boom and bust cycle in the oil market  00:15:50 - Lyn’s thoughts on Warren Buffett’s investments in Chevron and Occidental Petroleum 00:18:48 - What the OPEC+ cut mean for the oil market 00:19:31 - What can the west do to lower the price of oil 00:29:38 - Whether inflation can be fixed without fixing the energy markets 00:36:31 - What happens if the inflation target of 2% changes  00:41:12 - Why the FED counterintuitively is not pushing down the bond yields  00:46:59 - What Powell should do dependent on what he wants to achieve 00:51:31 - What it means that the US is exporting inflation 00:56...