@aseventhson
"Dude, if it goes down by 1/3, you lost $300,000". Almost spit out my coffee.
@DcapTNT
“I’m bullish but i don’t have any fuking reasons.” Best answer ever 😬🤣.
@krystal_clearwater
Don't get sloppy on taking profits when you got lucky with getting into a position at a low cost basis. Avoid Infinity or Zero mindset -- Thanks so much Jared for the eye opening insight!
@lancobear3544
I guess record SPR release coming to an end, lack of Capex spending, and ESG are going to somehow send oil lower?
@user-uw6rr5mv9h
Does JD address the fact that the US has been dumping supply from its SPR for the past couple of months? And that, furthermore, this will almost certainly be replenished at some point?
@paolo3349
Comparing Bitcoin to energy is a classic apples to oranges comparison. Energy has practical and material value, where it is consumed in use. How will a price cap not just cut supply? How can you say there is an easy carry trade for LNG where you buy for $2 in the US and sell for $8 in Europe when there are only so many ships to carry LNG and they are all booked for years to come? Maybe this makes sense for futures trading where everything is on paper, but ultimately energy's value depends on material delivery.
@F_C...
Jared said crypto wave was 2019 and macro-doom wave started in mid 2021. Neither of those were late, but they did overstay their welcome. The dominant voice is a reflection of the times and it's important to abandon ship early and find the next trend before everyone else.
@silverbullag4759
Oil has fell from 130 to 85 and cpi has barley changed.CPI does not incorporate Rent & Energy
@kevinmoore734
This interview on September 8? Why so long to post? Behind paywall?
@andrewdempsey6257
The problem would be solved overnight … well you couldn’t do it overnight 😂
@steve-kt4tc
It all gets down to opinion. This guy no more clairvoyant than anyone else. I assume he's shorting gas and oil? Go for it!
@25Soupy
I was a kid in college when I bought my 1st stock in 1999 and can confirm what Jared said is correct. That stock went to just about zero as it was taken of the exchange. I bought XLE when it was low but I didn't over buy, I'm in USOI with 5% of my portfolio and collecting the monthly dividend. I learned my lessons a long time ago that poo-poo happens and the best thing to do is be diversified with the understanding that anything can happen. The best thing I ever did is buy dividend stock for monthly "cash flow" and enjoy a bear market more than a bull market as it's an opportunity to buy more shares of great companies with a monthly income raise. I think of my portfolio as a baseball team, each stock represents a player. Sometimes they're hitting singles, sometimes doubles, and sometimes triples. No one is hitting home runs but everyone is batting 1000 and I rarely trade a player.
@Cr3at1vem1nd
Triggerd oil bull here There's a massive difference in the energy trade if you're sitting with commodity contracts or you invested in energy producers. I am not bullish oil as a commodity it self, but buying oil producers with zero debt today with a valuation of like 4.5-5. I dont see how this is going to be a bad investment over a 10 year period. Even if oil goes to 65 dollars the returns on some of these companies will still be in the high single digits.
@mchahal22
Just look at monthly chart for Nat gas! It is not expensive yet.
@michalmaziarz8943
To sell mat gas at 50$ you have to be able to change it to liquid form and put it on a ship. Thankfully we don’t have enough facilities and therefore we have lower LNG prices.
@PHYSIZIST
Change the rules for paper: that's why I hold 100k barrels of physical oil in my back garden.
@mattanderson6672
Brilliant! Thank you!!
@johanneswestman935
Going long NG producers in North America now is a good move in my opinion. I don't think a deal with Putin is in the cards anymore - and even if something does end up materializing - Europe will be moving away from that long term. There is also an increase in LNG export terminals coming online in the US in the coming years. This will probably be heading to Europe as we try to divest from Russia. I'm long North American NG producers, expecting to cash out in 2024-25.
@Poochie1
One of the most entertaining interviews I have watched on this channel.
@ForwardGuidanceBW