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Dan Dicker: The Great Oil Reckoning - [Making Markets, EP.61]
Manage episode 484315305 series 3006705
My guest today is Daniel Dicker, a seasoned oil trader, former floor broker at the NYMEX, and well-known expert on energy markets. Over a three-decade career, Daniel has seen the full arc of oil’s role in financial markets—from a bellwether commodity to a sidelined input. In this conversation, we explore why oil has fallen off the radar for many investors, and what signs might bring it roaring back. We also discuss why renewables aren’t ready, how nuclear fits in, and the unexpected reasons he might start buying oil again. Please enjoy this conversation with Daniel Dicker.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
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Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:00:43) The Changing Role of Oil in the Economy
(00:01:56) Financialization and Speculation in Oil Markets
(00:04:55) Impact of Renewables and ESG on Oil
(00:07:01) Government Policies and Oil Prices
(00:14:45) Strategic Petroleum Reserve and Market Manipulation
(00:17:38) Recession Risks and Corporate Earnings
(00:23:35) Media Coverage of Commodities
(00:24:36) Investment Strategies in Energy
(00:25:19) Oil Market Dynamics and Bankruptcies
(00:26:46) Buffett's Investment in Occidental
(00:28:28) Renewable Energy and Carbon Capture
(00:30:37) Nuclear Energy Investments
(00:37:27) Geopolitics and Oil Supply
(00:39:47) OPEC's Challenges and Strategies
(00:42:46) Future of Oil Prices
Learn more about your ad choices. Visit megaphone.fm/adchoices
171 episodes
Manage episode 484315305 series 3006705
My guest today is Daniel Dicker, a seasoned oil trader, former floor broker at the NYMEX, and well-known expert on energy markets. Over a three-decade career, Daniel has seen the full arc of oil’s role in financial markets—from a bellwether commodity to a sidelined input. In this conversation, we explore why oil has fallen off the radar for many investors, and what signs might bring it roaring back. We also discuss why renewables aren’t ready, how nuclear fits in, and the unexpected reasons he might start buying oil again. Please enjoy this conversation with Daniel Dicker.
For the full show notes, transcript, and links to the best content to learn more, check out the episode page HERE.
-----
Making Markets is a property of Colossus, LLC. For more episodes of Making Markets, visit joincolossus.com/episodes.
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
Follow us on Twitter: @makingmkts | @ericgoldenx
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com).
Show Notes
(00:00:00) Welcome to Making Markets
(00:00:43) The Changing Role of Oil in the Economy
(00:01:56) Financialization and Speculation in Oil Markets
(00:04:55) Impact of Renewables and ESG on Oil
(00:07:01) Government Policies and Oil Prices
(00:14:45) Strategic Petroleum Reserve and Market Manipulation
(00:17:38) Recession Risks and Corporate Earnings
(00:23:35) Media Coverage of Commodities
(00:24:36) Investment Strategies in Energy
(00:25:19) Oil Market Dynamics and Bankruptcies
(00:26:46) Buffett's Investment in Occidental
(00:28:28) Renewable Energy and Carbon Capture
(00:30:37) Nuclear Energy Investments
(00:37:27) Geopolitics and Oil Supply
(00:39:47) OPEC's Challenges and Strategies
(00:42:46) Future of Oil Prices
Learn more about your ad choices. Visit megaphone.fm/adchoices
171 episodes
All episodes
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