Bob Brackett

speaker

400 appearances 1 recordings 1 series first heard Nov 2024 last heard Nov 2024

Bob Brackett’s voice in public audio — every appearance, attributed to the second.

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Odd Lots · What the Nuclear Power Revival Means for the Price of Uranium · 1 Nov 2024 podcast

So I shouldn't go.

If I throw money at the stock market blindly, over time it's going to compound high single digits.

And so I can kind of throw money in.

And so

Therefore, to make money, it's like, well, I think markets go up and let me find some ideas.

And in in oil markets right now, you have to get three independent variables or decisions or outcomes right in order to figure it out.

And if you're as good at figuring out geopolitics that you get one out of two, and then one out of two, and what out there's a one in eight chance you're gonna get it all right.

So those are what are

one has been this constant, this de-escalatory escalation between Iran and Israel.

Right?

What is the geopolitical premium in the oil price?

And we woke up Monday with oil down five percent because the latest Israeli response was extremely measured and and disciplined, and not the attacking of nuclear or the attacking of oil infrastructure that the people had worried about.

And and we've been seeing that all fall, this sort of measured escalation.

And so you had to get that right.

And then you have to get the election right in terms of oil price.

And then you have to get the OPEC Thanksgiving meeting right in terms of oil price.

And then you wake up in January and you have to decide what is China oil demand going to do next year.

This year has been stunningly poor for Chinese oil demand growth.

So you got to get like fourth geopolitical things right.

That's tough.

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