TheBitCast

EP234: $100 Oil Redux: Where Are We In The Current Era?

Podcast: Super-Spiked Podcast · Arjun Murti

Opublikowano: 2026-10-31

WATCH the video on Substack by clicking the play button above or on YouTube (here). STREAM audio only on Apple Podcasts (here), Spotify (here), or your favorite podcast player app. DOWNLOAD a pdf of a moderately edited transcript and the slide deck using the blue Download buttons below. Oil markets are again trading the $100/bbl level. We’ve been here before including at the height of the COVID recovery and start of Russia-Ukraine in 2022-23. The point of this week’s post is to assess where we are in the current macro era toda...