Eurodollar University · 2026-09-03 · 21 min
Everyone believes the energy shock is about oil. It isn’t. The most important price in energy today isn’t really the price of crude. It is the difference between crude oil and the fuel made from it - a number known as the crack spread. And for diesel, that spread has absolutely exploded to record highs. Now what? CHAPTERS: 0:00: It's Not Oil, It's Diesel 1:45: Crude vs Diesel and the Refinery Bottleneck 5:27: The Crack Spread Explained 7:13: Falling Fuel Demand 10:38: The Weakening Labor Market 13:31: Why Refiners Can't Just Make More 15:45: Retailers Are Cutting Prices 17:48: Peak Season, Record-Low Diesel Supply 19:13: Demand Destruction, Not Inflation Eurodollar University's Money & Macro Analysis - What if your gold could actually pay you every month… in MORE gold? That’s exactly what Monetary Metals does. You still own your gold, fully insured in your name, but instead of sitting idle, it earns real yield paid in physical gold. No selling. No trading. Just more gold every month. Check it out here: - Eurodollar University Live 2 October 9-12, West Palm Beach, Florida 40 seats exist. Application only.
Other episodes covering the same guests and topics, from across The B2B Podcast Index.
Americans Are Bracing for Something Not Seen Since 2020...77 / 100BREAKING: Blue Owl Just Took a 100% Loss, Signaling A LOT More Stress AheadBREAKING: China Is Bailing Out Its ENTIRE Financial SystemEurodollar Talk: The AI Trade Is Entering Its Most Dangerous Phase | Lyn AldenEurodollar Talk: Record Corporate Profits Are Creating An Economic Timebomb
