skinny.

Latest / Felix Nikolas Prehn's Podcast

The Inflation Trap

We connect a 44-year low in the Strategic Petroleum Reserve to a larger setup that looks like manufactured calm today and a harsher inflation bill later. We also trace how debt buybacks, private-market megavaluations, and stock market concentration can quietly shift risk onto ordinary savers while “skilled money” positions for the next phase.

• strategic petroleum reserve drawdowns as a tool to suppress oil and diesel prices

• why “refilling with Venezuelan oil” doesn’t solve the near-term problem

• the inflation trap logic: push rates down while inflation stays higher

• Treasury buybacks…

The skinny

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