I am here with my good buddy Eric Townsend from Macro Voices and he's an oil expert.

We're going to talk about the future of energy.

We're going to talk about oil prices.

We're going to talk about supply demand, what's going on in the Middle East. This is going to be

incredible interview. I'm super super excited. Eric, thanks for coming back to the

show my friend. Thanks for having me back George, good to see you. So there is a lot

going on right now. Let's start with the

oil space and I know this is something you're kind of neck deep in constantly.

I'm assuming you're still trading this daily and what's going on right now in the

Middle East obviously is a huge component, huge factor so it's not just

supply and demand so kind of give us your overview of what's going on in the oil space right now and where you see

it maybe heading in the next six months.

Well my view is very much out of consensus.

Most people seem to feel like the Israel conflict has already

been priced into the market. I don't think it's at all priced in. I think we have

a lot more upside as a potential result of this.

What's going on is people are correctly observing, hey,

wait a minute, there's no oil production of significance

in Israel or in Gaza.

So therefore, that immediate conflict can't possibly take any

significant supply offline. I don't think that's really the main point. I think the

main point is that this is an epic escalation of a tension that's been, you know, persisting for thousands of years, but in the immediate sense, this is a really big deal there is absolutely no way that

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