Last night I made a guest appearance (by telephone) on Dr. Phil Pearlman’s “Market Shrinkology” show on Stocktwits.tv. He featured my 2010 prediction and we discussed my macro outlook, my “Great Contraction” thesis, oil prices, and other subjects. My thanks to Phil for giving a platform to my outlier views!
Watch it here: Market Shrinkology – January 18, 2011
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I appeared on the Financial Sense program with Jim Pupalava today, to discuss my “narrow ledge” outlook for oil prices in 2011; my vision for the next five years; the global balance of the oil market between the OECD and Asia; and my new thesis that we have entered what I am calling The Great Contraction. We also discussed the current perspective of OPEC; the projections of the IEA and EIA; the outlook for future oil supply; the final report from the federal oil spill commission; and the inevitable call for clamping down on oil speculators (which the CFTC did today – that didn’t take long!).
You can download the show (19 minutes) here: