You are absolutely spot on, one of the best shows on the energy markets and I also find myself laughing out loud as John lambasts the ESG movement and woke politicians.
Great interview. This guy John seems to articulate the root causes of these issues well. The underinvestment is not being dealt with. We'll see long-term highs in so many of these energy related and material industries.
Great interview. I'm surprised he recommends Twitter though, it just seems like endless amounts of dribble to me. But I guess I could also say that about UA-cam, Facebook etc. Somewhere in the dross are a few gems, like this video.
Glad you enjoyed it! I think with Twitter the key is following the right people and then staying on the 'Following' tab to make sure all the content on your feed is only from the people you follow.
He's a sharp guy has a lot of good points. I would proceed with caution though they use energy for control, and those markets are manipulated, so market fundamentals won't necessarily lead us where we need to be.
Who is they? Governments? Private capital flows where the problems are. There's nothing governments can do about it. If we need more oil, investment will come. Yes they can manipulate for awhile by releasing reserves. The US has been trying to refill reserves after the SPR release since oil was in the $70s a few weeks ago. Guess what? Nobody will sell them any. Also what happens when someone will sell to them, what happens to the price when they start to refill in a tight market?
We are heading for a severe deflation period before commodities rise along with oil. So do the opposite on what this guy said until the downturn crash in prices occur.
You may be right but trying to time the market is not generally successful. I'm personally still investing, while also keeping some extra cash on the sidelines in case of a crash. Everybody's different though.
@@CommodityCulture That's good. I mean the real estate market is already in a severe downturn but the mainstream media is not talking about it at all. So this tells you that the stock markets are way overpriced today.
@@CommodityCulture Yeah Bond yields are Not rising anymore for the 10 year Bond, which is confirming we will Not experience very high inflation for the long term. If we are entering into a big inflation spike in the years ahead we should see the 10 year Bond rising way over 5% by now. The Bond markets are smarter than the stock market and the FED which is basically a spokesperson for the markets altogether.
The Uranium trade is gross. Been in a trade for 4 months with nothing to show for it. I'm gonna wait 2 yrs for a 5x? Just go buy Bitcoin, wtf are you doing?
John is a true legend, so happy to hear him on the podcast
Agreed, one of my favorite commentators. Thanks for watching!
I love John, anybody who is not listening to his weekly reports should they are so informative, and sometimes quite humorous!
You are absolutely spot on, one of the best shows on the energy markets and I also find myself laughing out loud as John lambasts the ESG movement and woke politicians.
Yesssss. Thanks Jesse
Thank you for watching!
John makes it easy to understand, great guest!
Thanks and agreed!
Good info, seems like a smart guy. Thanks
Agreed, thanks for watching!
John is a legend 💪💪🤠
Agreed!
John rocks! Actionable Intelligence is a great news letter
Agreed, very sharp guy and pulls no punches.
One of the better analysts on the web
Completely agree.
Great interview. This guy John seems to articulate the root causes of these issues well. The underinvestment is not being dealt with. We'll see long-term highs in so many of these energy related and material industries.
He is one of my favorite commentators on energy and investing in general. Thanks for watching!
Love those long answers- great guest - Hotdog 🌭
Thanks, glad you got value from it!
I don't always listen to guys on the internet, but when I do it's John Polomny.
Yeah he's one of the smartest guys out there who seems very down-to-earth.
Great interview. I'm surprised he recommends Twitter though, it just seems like endless amounts of dribble to me. But I guess I could also say that about UA-cam, Facebook etc. Somewhere in the dross are a few gems, like this video.
Glad you enjoyed it! I think with Twitter the key is following the right people and then staying on the 'Following' tab to make sure all the content on your feed is only from the people you follow.
He's a sharp guy has a lot of good points. I would proceed with caution though they use energy for control, and those markets are manipulated, so market fundamentals won't necessarily lead us where we need to be.
Who is they? Governments? Private capital flows where the problems are. There's nothing governments can do about it. If we need more oil, investment will come. Yes they can manipulate for awhile by releasing reserves. The US has been trying to refill reserves after the SPR release since oil was in the $70s a few weeks ago. Guess what? Nobody will sell them any. Also what happens when someone will sell to them, what happens to the price when they start to refill in a tight market?
@@brandonklosterman2978 Great response.
Kako Ste Jesse? John P. introduced me to uranium about 10 years ago. Enjoy his intelligence and blunt delivery style. Bok 👍🏼
Wow you've been following him for a while that's awesome.
@@CommodityCulture Yeah. I remember watching a video of John driving a vehicle, talking about #uranium. About 10yrs ago
His newsletter is the best value for money I have found, once you subscribe you’ll never cancel.
Who are the Indian oil and transporting companies making all this money?
100% agree w the btc miner play when we see the double bottom.
dude please eat lower carb and get healthier & leaner, you are smart, we need people like you!!!
Uranium ☢️ is a great opportunity 😃 👋👋
👍
We are heading for a severe deflation period before commodities rise along with oil. So do the opposite on what this guy said until the downturn crash in prices occur.
You may be right but trying to time the market is not generally successful. I'm personally still investing, while also keeping some extra cash on the sidelines in case of a crash. Everybody's different though.
@@CommodityCulture That's good. I mean the real estate market is already in a severe downturn but the mainstream media is not talking about it at all. So this tells you that the stock markets are way overpriced today.
@@CommodityCulture Yeah Bond yields are Not rising anymore for the 10 year Bond, which is confirming we will Not experience very high inflation for the long term. If we are entering into a big inflation spike in the years ahead we should see the 10 year Bond rising way over 5% by now. The Bond markets are smarter than the stock market and the FED which is basically a spokesperson for the markets altogether.
@@jasongood5499 This is a good observation and definitely something to pay attention to.
Gretta does not approve of this message.😊
Thank God 🤣
This show should be renamed: "How to lose money."
The Uranium trade is gross. Been in a trade for 4 months with nothing to show for it. I'm gonna wait 2 yrs for a 5x?
Just go buy Bitcoin, wtf are you doing?
4 MONTHS?!! This is not the show for you buddy, move along nothing to see here.
Buy Bitcoin then