- 30 minutes 36 secondsThe Math Isn’t Mathing: US Natural Gas Shortfalls by 2030
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.
15 May 2026, 9:25 pm - 53 minutes 20 secondsThe Commodity Bull Market Has Begun (But So Has Inflation)
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.
15 May 2026, 10:50 am - 16 minutes 29 secondsThe US Is Exporting Like Mad as Global Oil Stocks Deplete at a Record Pace
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.
14 May 2026, 10:48 am - 13 minutes 1 secondNegotiations Crumble as Gasoline and Diesel Prices Rise to a National Record
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.
12 May 2026, 11:22 am - 10 minutes 45 secondsThe Damage Has Been Done, Is This What Comes Next?
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.
8 May 2026, 6:29 pm - 1 hour 50 minutesMarkets Explode Higher on Imaginary Peace Deals
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.
8 May 2026, 10:42 am - 1 hour 7 minutesAdam Rozencwajg: The Greatest Energy Shock in History Is Unfolding
Time to talk to a calm, measured, highly-experienced oil and gas resource investor about it all…the Devil is truly in the details.
7 May 2026, 11:31 am - 47 minutes 30 secondsIranian Reality Check With Ret. Lt. Col. Daniel Davis
Trump’s Iran options: ‘bad’ negotiations or ‘worse’ escalation, amid an oil crisis risking a global depression.
6 May 2026, 10:50 am - 10 minutes 26 secondsTick Tock, Time Is Running Out: The Path to $200 Oil Laid Out
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.
5 May 2026, 11:44 am - 1 hour 36 minutesEnergy Prices Spike, Inflation Set to Roar, and Urgent Warnings About Credit Markets
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.
1 May 2026, 12:53 pm - 30 minutes 20 secondsThe Largest Energy Shock On Record Is Worse Than You Think
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.
25 April 2026, 11:54 am - More Episodes? Get the App