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The Oil Bull Market Is NOT Over | Andrew Simon

The Oil Bull Market Is NOT Over | Andrew Simon

FromThe Macro Trading Floor


The Oil Bull Market Is NOT Over | Andrew Simon

FromThe Macro Trading Floor

ratings:
Length:
62 minutes
Released:
Sep 18, 2022
Format:
Podcast episode

Description

On today’s episode of “The Macro Trading Floor,” Alfonso takes a week out and substitutes in Jack Farley Host of another Blockworks podcast titled "Forward Guidance".

Andreas and Jack welcome Andrew Simon, Chief Operating Officer of Macro Hive to the show for a discussion on one of the most widely discussed topics in markets, energy. Seeing no sings of a reversal in the bullish trend for energy, particularly oil & natural gas, Andrew makes the case for why politicians around the world are actually contributing to the higher prices.

Finally, Andrew shares his actionable trade idea, but to hear that, you'll have to tune in!
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This episode is sponsored by Saxo Bank. Saxo Bank offers unparalleled market coverage across fiat, crypto and metals. Moreover, they provide free currency subaccounts and competitive interest rates on deposits in local currencies. Learn more at https://goto.saxo/macrofx
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Follow Andrew: https://twitter.com/Asimoan28
Follow Andreas: https://twitter.com/AndreasSteno 
Follow Jack: https://twitter.com/JackFarley96
Follow Blockworks: https://twitter.com/Blockworks_ 

Subscribe To The Macro Compass: https://themacrocompass.substack.com/ 
Subscribe To Stenos Signals: https://andreassteno.substack.com/ 
Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/
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Timestamps: 
(00:00) Introduction 
(04:19) Inflation Surprised To The Upside
(06:36) Energy's Effect On Inflation
(11:06) Feature Interview With Andrew Simon
(12:27) What Is Happening In Energy?
(19:32) Why Andrew Is Bullish On Oil
(28:28) Political Risk of Being Long Energy
(30:32 )The Strategic Petroleum Reserve
(36:51) Andrew's Actionable Trade Idea
(44:09) The Oil Price vs 2008
(48:16) Post Interview: Final Thoughts
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Disclaimer: Nothing discussed on The Macro Trading Floor should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Released:
Sep 18, 2022
Format:
Podcast episode

Titles in the series (63)

Every week, one of the best worldwide macro investors joins this unique show to talk about the economy, markets and elaborate the next big actionable macro trade! The show is hosted by two young and institutionally successful European macro stars: Alfonso Peccatiello (former Head of a $20bn Investment Portfolio at ING) and Andreas Steno Larsen (former Chief Strategist at Nordea).