Anthony Pompliano
๐ค SpeakerAppearances Over Time
Podcast Appearances
It's the price of all the money.
Because everything else is propaganda, or it's anecdotal, or we can't verify.
I mean, I read this at Trainee Peace.
I'm a subscriber.
I thought it was an excellent piece.
And again, everything is nuanced.
There is no black.
There is no white.
There is no open.
There is no closed.
It depends, right?
And so it depends is a very difficult thing to handicap as an investor.
So we always look for an objective measure that puts a price on it depends.
And that's the spread between front month and back when the oil contracts.
If oil is flowing...
Yeah, the news and the rhetoric can pop up, oil up and down, depending on what side of the bed Trump wakes up on and what sort of trolling video the IRGC releases.
And that price goes up and down, right?
But is there actual oil going through this?
Can I sign a contract with a VLCC and I get my oil in however many months' time or I get my jet fuel or I get my fertilizer or whatever it is, right?
And if that is continuing to happen and maybe you got to pay a few million dollars to the Iranians, whether that's in Bitcoin or in Iran or dollars or whatever, have it, fine.