Oil Is $136 on the Ground. Why Does Wall Street Say $95?

Doug Casey and Matt Smith on the gap between the flash and the bang. The war in the Middle East started February 28th, the Strait of Hormuz is choked, and Saudi Arabia and Yemen are now at war, yet most Americans still ask "What war?" Spot oil in the North Sea is $136 while the futures market says somewhere in the $90s. Why are markets disconnected from reality, and how long before the bang? Plus Saudi Arabia and MBS, Egypt, Israel fatigue, Indonesia's gas lines, AI and the new rust belt, the Fort Hood execution, and why Doug says "the shit will really have hit the fan" anytime between tomorrow and a couple of years from now.

Find us at https://crisisinvesting.comAsk Doug a question: https://crisisinvesting.com (click "Ask Doug")

See Doug at the New Orleans Investment Conference, Oct 28-31: https://neworleansconference.com/casey-2/

00:00 Welcome And New Orleans

02:02 Worse Than The Worst Case

05:11 $136 Oil On The Ground

06:52 Markets You Can't Trust

10:36 Refineries And Fuel Shortages

13:03 Saudi Arabia Is Next

17:36 Egypt's Ticking Time Bomb

20:50 Israel Fatigue

26:04 Indonesia's Gas Lines