Podcast: Play in new window
This week, David looks at how past oil shocks reshaped markets and why those lessons still matter today. They discuss the long tail of energy disruption, what happens when supply shocks work their way through the economy, and why real assets tend to come back into focus during periods like this. The conversation also touches on gold and how it has behaved when broader markets are under pressure.
- 1956 Changed Power Forever
- 1973 Yom Kippur War & Arab Embargo Had Long-Term Consequences
- Bond King Jeffrey Gundlach: Strategic Entry Point for Gold
For the Edward Fishman interview referenced click here: https://youtu.be/h9mWmXokvuc
