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Message History

Stijn Schmitz welcomes Peter Carlin to the show. Peter Carlin is Commodity Broker, Trader, and Author. The discussion opens with the extreme volatility in global energy markets, where the Strait of Hormuz and Red Sea disruptions are creating severe logistical bottlenecks. Carlin explains that the real crisis is not crude oil supply per se, but a mismatch between the sour crud...


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Stijn Schmitz welcomes back Colonel Douglas Macgregor to the show. Doug is a Retired U.S. Army Colonel and Decorated Combat Veteran. He offers a stark assessment that the Middle East conflict is fundamentally a Jewish war with no vital strategic interest for the United States, describing it as already regional and increasingly merging with other global flashpoints. He argues ...


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Stijn Schmitz welcomes Martin Armstrong to the show. Martin Armstrong is CEO and Chairman of Armstrong Economics Ltd. Martin argues that the conflict with Iran was a strategic miscalculation driven by Neocons and Benjamin Netanyahu’s flawed strategy of decapitation leadership, which historically never works. Contrary to assumptions, Iran is highly organized, has planned for t...


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Stijn Schmitz welcomes Joel Salatin to the show. Joel Salatin is a self described Christian Libertarian Environmentalist Capitalist Lunatic Farmer. Salatin describes a deeply distorted US agricultural landscape, where massive oversupply of corn and soybeans coexists with a historic cattle shortage. Half of domestic corn goes to ethanol, not food, and China’s pursuit of self-s...


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Stijn Schmitz welcomes Josef Schachter to the show. Josef is the Founder of Schachter Asset Management Inc. Josef clarifies that the current energy market tightness is not a crude oil shortage but a severe refining capacity problem, particularly impacting Asia. While US production has surged to 24 million barrels daily, allowing for exports, a lack of refined products in Asia...


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