Holy Cow, Jackson! (8/20/2025)
Timeline
0:00 – Fed focus and Jackson Hole anticipation
0:14 – Top trade alert: Enterprise Products from natural gas report
1:02 – Natural gas floor discussion around $2.67–$2.75
2:20 – Economics of gas wells and overhead costs
6:45 – Why commodities don’t shut down at break-even
8:03 – Inventory turnover and business analogy
9:50 – Natural gas cycles and $2 cost floor
12:37 – Inflation-adjusted natural gas support at $2.75–$3
14:04 – LNG demand, AI/Bitcoin power use, and energy grids
16:03 – U.S. vs. Europe/Asia natural gas pricing gap
17:24 – Resource abundance vs. practical limits analogy
22:42 – U.S. natural gas export bottlenecks
25:03 – Scenarios for natural gas prices (bullish, bearish, neutral)
26:14 – Pipeline and LNG terminal projects (2025–2030 timeline)
29:00 – Supply/demand mismatches and tipping points
33:06 – LNG terminal capacity and infrastructure risks
35:04 – Export capacity outlook through 2029
36:19 – Conclusion: pipelines are the best investment play
37:44 – Pipeline company analysis: EPD, Plains, Williams; Kinder Morgan rejected
40:18 – Enterprise Products investment case and financials
43:00 – Options trade setup on EPD (short puts, spreads)
47:03 – Selling covered calls strategy
52:02 – Long-term portfolio approach with margin on EPD
55:46 – Upside/downside math and expected returns
58:14 – Final trade conviction: high confidence in EPD
58:22 – Fed minutes release and market reaction
1:00:00 – Corporate spin, natural gas as “clean energy,” and Orwellian propaganda
1:02:16 – Documentary: Century of the Self and corporate consumer manipulation
1:05:05 – Surveillance capitalism, phones listening, and AI privacy concerns
1:08:20 – Fed July minutes and tariff-driven inflation concerns
1:12:04 – Fed split, labor market cracks, and rate cut debate
1:17:01 – Trump pressure on the Fed and Lisa Cook controversy
1:23:37 – Fed independence vs. political influence
1:25:31 – September vs.
