In a new episode of The David McWilliams Podcast, Dr. Carole Nakhle, CEO of Crystol Energy, joins the conversation on why today’s economy feels split between strong markets and weak lived reality. The episode links rising pressure on institutions like the Federal Reserve with fresh instability in major oil states, and asks what that means for trust, investment, and prices.
In this episode, you’ll also learn about:
- Why having vast reserves does not mean Venezuela can deliver cheap fuel
- How weak infrastructure and bottlenecks can break the link between reserves and real supply
- Why Iran can become a market moving wildcard and flip sentiment fast
- How sudden shifts in sanctions and exports can reprice the oil market quickly
- Why political chaos makes long term energy investment almost impossible, even when the resources exist
Listen to the full episode here.
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