Oil Prices

topic on 5 shows · 6 statements across 6 episodes

WTF is with Nikhil Kamath Capital Allocators Catalyst All-In 20VC

6 statements about Oil Prices, every show

WTF Assertion Supported
Sharma: Oil prices surged from $20 to $100 during Putin's first decade
“When he came to power, the oil price was 20 dollars a barrel. And then by the end of the decade, oil price was a hundred dollars a barrel.”
Ruchir Sharma Sep 3, 2025 ▶ 1:26:55 India vs. China vs. US: Who Wins the Next Decade? | WTF is Finance | Ep 1 ft. Ruchir Sharma · Nikhil Kamath
ALL-IN Prediction Not checkable as stated
Chamath: War with Iran could double oil prices to $100-$112 a barrel
“If we go to war, Tucker's right. This totally screws everything up. I mean, you could see oil double, double. What happens to the economy of the world, of world GDP, of everything, of inflation, if you have oil at a hundred bucks a barrel, a 112 bucks a barrel…”
Chamath Palihapitiya Jun 13, 2025 ▶ 1:35:15 Tucker Carlson: ICE Raids, LA Riots, Strong Economic Data, Politicized Fed, War with Iran?
McLean: Without shale technology, oil prices would be $50 higher today
“In the absence of shales, I'm very confident that the oil price would be 50 dollars higher than it is today.”
Jay McLean Jan 20, 2025 ▶ 55:23 Striking Oil – CrownRock by Lime Rock Capital (EP.428)
CATALYST Prediction Didn’t hold up
Yergin: Europe is entering recession and US will likely follow
“And so I think certainly Europe's going into recession, and a pretty high expectation that the U.S. Will be in a recession, and that's now permeating the oil price”
Dr. Daniel Yergin Sep 22, 2022 ▶ 33:56 Columbia Energy Exchange: Will Putin’s Energy Strategy Backfire?
20VC Assertion Contradicted
Grinda: Oil Prices Exceeding $100 Per Barrel Historically Preceded Recessions
“Every time in the past that oil prices have gone over a hundred dollars, we've had a recession post that.”
Fabrice Grinda May 9, 2022 ▶ 30:16 20VC: WTF Is Going On? 3 Outcomes for What Could Happen From Here; What Needs to Happen To Avoid Recession? Why Stagnation is Most Likely and What This Means for Startups and Venture & Why Catastrophe is More Likely Than Ever and Switzerland Could Be a "H
CAPITAL ALLOCATORS Prediction Not checkable as stated
Bob Litterman predicts the global economy faces decades of low oil prices.
“I think we're in for, you know, decades of low oil prices.”
Bob Litterman Jun 15, 2020 ▶ 33:03 Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141)

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