Josh Young: “Massive” Currency Debasement to Come From Oil’s Run Higher

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Global oil stocks are depleting fast. Bison's Josh Young warns of low usable reserves, $105 fair-value WTI, and hidden upside in undervalued energy assets.

Global oil inventories are running out faster than most people realize. Josh Young, founder and CEO of Bison Interests, says less than 10% of global stockpiles may be usable, and the market has almost no room left for another supply shock. He explains why WTI’s fair value sits near $105 a barrel, why an Iran peace deal might not bring lasting relief, and which part of the energy market he believes is deeply undervalued.

Chapters: 00:00 Saudi Aramco Warns Rebuilding Oil Stockpiles Could Take Two Years 02:00 Would an Iran Peace Deal Crash Oil? Why WTI’s Fair Value Is $105 04:03 How Long It Takes to Restore Damaged Middle East Energy Infrastructure 05:33 Strait of Hormuz Flows, Misleading Data and Wartime Propaganda 08:18 Diesel at $200 a Barrel: Why Refined Products Matter Most 10:40 Russia, China and the Real Drivers of the Diesel Squeeze 12:38 Why a US Diesel Export Ban Is Very Unlikely 14:41 Undervalued Small-Cap Oil Producers and Trump’s Midterm Price Promise 17:40 The Fed, Rate Hikes and What Milton Friedman Got Right 20:37 Kevin Warsh, Government Inertia and Massive Currency Debasement

DISCLAIMER: The views and opinions expressed in this show are those of the participants and do not necessarily reflect the official policy or position of BTC Inc., Bitcoin Magazine, or any affiliated entities. This content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or accounting advice. Nothing contained in this show constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or financial instruments. Viewers should consult their own advisors before making financial or business decisions.

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