Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Jeff Currie, CEO and Founder of Real Macro, discusses why diesel, refining bottlenecks, food, metals, gold, and global supply disruptions matter more than headline oil prices for inflation and the broader commodity cycle.*This video was recorded on September 3, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW JEFF CURRIE:X: https://x.com/CommodMktAbaxx Exchange: https://abaxx.exchange/LinkedIn: https://www.linkedin.com/in/jeff-currie/FOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.3:24 - Can the Fed Stop a Global Supply Shock?6:53 - Diesel Crisis & Refining Bottlenecks10:21 - Underinvestment & the Commodity Supercycle12:14 - Hormuz, China, SPR & the Oil Market20:51 - Bond Yields, Inflation & Fed Rate Pressure24:04 - Petrodollar, Copper & Electrification31:04 - Gold, Real Rates & Currency Debasement37:51 - Best Commodity Plays & Hard Assets#oil #investing #economy
