Ep. 327 (11.25.25) Winners & Warnings: Oil - The Illusion of Abundance

25/11/2025 14 min
Ep. 327 (11.25.25) Winners & Warnings: Oil - The Illusion of Abundance

Listen "Ep. 327 (11.25.25) Winners & Warnings: Oil - The Illusion of Abundance"

Episode Synopsis

Deputy CIO & Portfolio Manager Adam Rich discusses the Capital Allocation Framework team’s most recent Winners & Warnings piece: Oil, The Illusion of Abundance. The World Didn’t Run Out of Oil. It Ran Out of Reinvestment.