The Macro Chain Reaction of Oil Shocks | Forward Guidance

While The Breakdown is between seasons, we’re sharing a recent episode of Forward Guidance. Felix is joined by Bob Elliott to break down how oil shocks impact inflation, growth, and central bank policy—and why markets may be underestimating the risks. As always, remember this podcast is for informational purposes only, and any views expressed by anyone on the show are solely their opinions, not financial advice. – Forward Guidance: https://www.youtube.com/@ForwardGuidanceBW Follow Bob: https://x.com/BobEUnlimited Follow Felix: https://x.com/fejau_inc Follow David: https://x.com/dcanellis — Nexo is the premier digital wealth platform. Receive interest on your crypto, borrow against it without selling, and trade a range of assets. Now available in the U.S with 30 days of exclusive privileges. Get started at http://nexo.com/breakdown Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/ —-- Timestamps: 00:00 Introduction 02:57 Oil Shock Challenges & Today vs 2022 10:38 Nexo Ad 11:13 Oil Shock Challenges & Today vs 2022 (Con’t) 16:12 The Energy Shock Impact on Households 20:14 How Will Central Banks & Bonds React? 30:40 Nexo Ad 31:37 Oil Shock Sequence of Events 33:26 Iran War’s Asymmetric Regional Impact 39:57 What Happens to Gold? 43:02 Understanding a Wartime Economy 47:34 Final Thoughts - - Disclaimer: Nothing said on The Breakdown is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Host and guests may hold positions in the companies, funds, or projects discussed.