Oil, Yields Surge Again: Expect Shortages, 'Much, Much Higher' Prices Next | Josh Young

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today! Josh Young, CIO and Founder of Bison Interests, discusses rising oil prices, escalating Iran tensions, tightening global energy supplies, refining pressures, and the broader implications for inflation, consumers, and financial markets. Watch Josh's last interview:    • Fuel Crisis Or Economic Boom? Fund Manager...   *This video was recorded on September 1, 2026. To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/da... Subscribe to my clips channel:    / @davidlinreportclips   Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMF... Listen on Apple Podcasts: https://podcasters.spotify.com/pod/sh... FOLLOW JOSH YOUNG: X: https://x.com/JoshYoung Bison Interests website: https://bisoninterests.com/ Bison Insights newsletter: https://www.bisoninsights.info/ FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV):   / davidlin_tv   Instagram (@davidlin_TV):   / davidlin_tv   For business inquiries, reach me at david@thedavidlinreport.com DISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions. The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance. This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party. No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal. 0:00 - Intro. 2:21 - Why Oil Is Rising & EIA Data Concerns 5:39 - U.S. Strikes, Iran Retaliation & Tanker Attacks 9:17 - Hormuz Supply Risk & Depleting Oil Inventories 13:13 - What Could Send Oil Much Higher? 17:46 - Global Oil Reserves & the Vanishing Supply Cushion 20:54 - $120 Oil: Impact on Consumers, Inflation & AI 23:13 - Refining Crunch & Path to $110–$120 WTI 25:22 - Venezuela Oil Deal & Fed Rate Outlook #oil #investing #economy