Oil Shock, AI Job Jitters & the Economy: What Happens Next? скачать в хорошем качестве

Oil Shock, AI Job Jitters & the Economy: What Happens Next?

AI isn’t destroying jobs — it’s accelerating innovation. And investors who understand that shift may be positioned for the next major market opportunity. In this episode, we break down why artificial intelligence is actually boosting productivity, creating new industries, and fueling a potential rebound in software stocks. We also examine the recent oil price spike, the role of geopolitical conflict in market volatility, and why history shows markets often rise after major military events. Lou is joined by Mark Skousen of The Oxford Club and Josh Young of Bison Interests to unpack what these developments really mean for investors. Together, they discuss opportunities in defense stocks, commodities, and energy markets — along with the surprising signs that Bitcoin and cryptocurrencies may be bottoming. You'll also learn practical strategies for navigating today’s volatile market environment — including why equal-weighted ETFs may offer smarter diversification and how the post-earnings announcement drift strategy can help investors capture sustained momentum. If you're a retail investor looking to stay ahead of AI, commodities, and market volatility, this episode delivers the key insights you need. - - - - - - - - - - - - - - - - - - Not financial advice. For entertainment only. See full Terms & Conditions on TheBigSkinny.com - - - - - - - - - - - - - - - - - - New to The Big Skinny? 🖥️ Livestream Every Monday @5pm ET The Big Skinny LIVE cuts through Wall Street noise so Main Street can actually win — with data, charts, and zero fluff. Whether you’re a seasoned investor or just trying to figure out what the heck the Fed actually does, we break it all down in a way that makes sense — no MBA or nap required. Subscribe and never miss an episode:    / @lou_basenese   📩 Stay Ahead of the Market Want the key insights from The Big Skinny delivered straight to your inbox? Get Lou’s latest market analysis in 1 headline, 1 chart and 1 investment insight in each mailing before everyone else. Join thousands of investors staying informed — not reacting. Sign up here: https://www.thebigskinny.com 👉 Follow Lou on Social Media: Twitter: https://x.com/LouBasenese LinkedIn:   / lou-basenese-174821128   -------------------------------- CHAPTERS: -------------------------------- 00:00 Introduction: Welcome to The Big Skinny with Lou Basenese 00:46 Oil Prices Breach Danger Zone and Massive Volatility 01:03 Tonight's Topics: Oil, AI Job Shock, and Special Guests 01:36 Guest Josh Young of Bison Insights on the Energy Market 02:17 Manifesto: Be Humble in the Markets 03:20 AI Fright Reaching Finance, According to Pitchbook 04:30 Contrarian Viewpoint: Tech Has Never Caused a Job Apocalypse 05:31 Tech CEO of Whoop: Companies are Adding Jobs, Not AI Layoffs 07:20 Berkeley Study on AI Workers Shows Increased Productivity 08:37 Money Chart of the Week: New Business Applications Post-AI Launch 09:20 Investment Insight: Equal S&P Software and Services ETF 10:37 Energy ETF (XLE) Performance as a Turnaround Example 11:30 Lou Basenese's Favorite Sectors: Energy, Biotech, and Small Caps 12:39 Dr. Mark Skousen Joins the Show: Adam Smith Day and Market Volatility 13:36 Oil Price Spike Fueled by Israel Bombing Iranian Fuel Depots 15:30 Dr. Skousen Agrees AI Will Create More Jobs Than It Loses 16:40 Dr. Skousen: Gold and Silver Bug, Early Adopter of AI and Bitcoin 20:15 Dr. Skousen's Favorite Stocks: Amgen (Biotech) and Defense Stocks 21:50 Where to Find Dr. Mark Skousen's Research 23:31 Dr. Skousen's Insights on Copper (Southern Copper) and Cryptocurrencies (Amplify Fund BLK) 25:10 Segment on Energy and Oil Volatility with Josh Young 26:14 Oil Price Spikes (70-80%) Lead to Recession 26:40 Josh Young of Bison Insights on Oil Market Volatility 27:23 Josh Young's Day: Oil Spiking Due to US/Israel Bombing Fuel Depots 28:43 Oil Supply Disruptions and Shut-In Barrels Will Take Months to Ramp Up 30:10 Josh Young is an Oil and Gas Equities Investor, Not a Commodity Investor 31:25 Trump Administration's Effort to Suppress Oil Price 32:29 Nixon in the 1970s: Aggressive Price Suppression and High Oil/Gas Equity Returns 33:10 Josh Young Sees Opportunity in Low Valuation Companies with a Catalyst 34:37 How to Find Josh Young's Newsletter (Bison Insights) 38:43 Headlines and Head Scratchers Segment 41:47 Volatility is the New Norm in Individual Investments/Sectors 42:17 "Oil Oops": Prediction on Oil at $100 and Recession 44:32 Should You Hide in Times of Market Volatility? Buffettisms 46:52 Predictions Market in the Headlines: Lawsuits and Payouts 48:13 Dow Intraday Declines and Market Volatility 49:38 Safest Play for Risk-Averse Investors: Diversified ETFs 50:00 Investment Strategy: 70-80% in ETFs, 20-30% Speculative Stocks 52:57 Fed Needs to Cut Interest Rates and Kevin Walsh is the Key 54:23 Divergence: Semiconductors vs. Software 55:18 Post-Earnings Announcement Drift (PEAD) Phenomenon