Felix Nikolas Prehn's Podcast
by Felix Nikolas Prehn
Latest episode
Felix Nikolas Prehn: Diesel Is The Real Oil Shock
Felix Nikolas Prehn: Diesel Is The Real Oil Shock
About this podcast
Felix Nikolas Prehn is an economist and former investment banker. Felix — alongside his golden retriever Winston — interprets the economy and markets.
Episodes
The newest 50 of 643 episodes
- Felix Nikolas Prehn: Diesel Is The Real Oil Shock · 36 minWe talk with veteran oil analyst Paul Sankey about why diesel, not crude, is the price that really hits your daily life and keeps inflation stubborn. We break down refining…
- Gold Crash Explained: War, Oil And The 1983 Parallel · 23 minGold suffered its worst weekly decline since 1983, and this episode sets out why. Felix Nikolas Prehn explains the chain reaction behind the sell-off: military strikes near the…
- Silver Market Myths: What COMEX Data Actually Shows · 34 minSilver market narratives circulating on social media are examined against institutional data and trading floor experience. Felix Nikolas Prehn, a former investment banker, works…
- Felix Nikolas Prehn: When Wall Street Starts Selling AI Loans · 25 minBanks start running away from AI lending, and we explain why that shift can hit regular investors long before it reaches the front page. We connect the dots between Nvidia’s…
- Gold Price Drops In A Crisis: The Mechanical Reason · 31 minGold prices tend to fall during the early stages of geopolitical crises, not because the metal is broken but because of a predictable mechanical sequence involving oil, inflation…
- Gold Forced Selling: How The Iran War Margin Calls Nations · 22 minGold forced selling by central banks is reshaping the bullion market as the Iran war disrupts oil flows and triggers dollar shortages across import-dependent nations. Felix…
- Felix Nikolas Prehn: Who Pays When The Fed Adds Trillions · 21 minWe challenge the obsession with a blockbuster AI IPO and focus on the force underneath it: rapid money supply growth that inflates asset prices and quietly erodes purchasing…
- Oil Price Spikes And Market Crashes: The 50-Year Pattern · 23 minOil price spikes have preceded every major market downturn of the past 50 years, and the current surge linked to the Iran conflict follows the same pattern. Felix Nikolas Prehn…
- Oil Shock And Debt Spiral: How The Iran Crisis Hits Portfolios · 27 minOil prices have surged to 126 dollars a barrel after Iran blocked the Strait of Hormuz, but the real threat runs deeper than the petrol pump. Felix Nikolas Prehn, an economist…
- Gold Price Crash Explained: Margin Hikes, France and China · 25 minGold prices fell roughly 20 per cent from their all-time highs in a matter of weeks, even as conflict erupted in the Middle East. Felix Nikolas Prehn explains how three rapid…
- JPMorgan Market Outlook: Tech Ally And Ceasefire Trades · 16 minJPMorgan's latest market intelligence note outlines two distinct trading scenarios tied to the Middle East ceasefire and names the sectors and positioning each one favours. Felix…
- Gold Sell-Off Explained: What Central Banks Are Buying Now · 27 minGold just recorded its worst month in thirteen years, falling 12 per cent, yet the largest investment banks remain positive on the metal. Felix Nikolas Prehn walks through recent…
- Gold As Money: Why Every Civilisation Chose It · 32 minGold has served as money for five millennia, yet most people misunderstand its role in a modern portfolio. In this episode Felix Nikolas Prehn, economist and former investment…
- Bretton Woods Reset: What A Weaker Dollar Means For You · 23 minThe Bretton Woods monetary order is being actively restructured by the people who run it, according to Treasury Secretary Scott Bessent, who has called for a fundamental reset of…
- Petrodollar Decline: How Cuba And Reshoring Reshape Markets · 18 minThe petrodollar system, established in 1974 when Saudi Arabia agreed to price oil exclusively in US dollars, is gradually losing its grip as BRICS nations trade in local…
- Felix Nikolas Prehn: When Banks Go Dark · 25 minBanks can fail you without “losing” your money, because access is the first thing that disappears when systems break or regulators step in. We map the pattern behind recent…
- Felix Nikolas Prehn: Insider Buys In A Market Crash · 16 minWe track insider buying during a brutal market drop and explain why a CEO putting millions of personal cash into their own stock can be one of the most honest signals Wall Street…
- Felix Nikolas Prehn: Why Stocks Rose After A Democratic Sweep · 25 minWe lay out why a feared election outcome sparks a stock market rally and why divided government often turns into a tailwind for the S&P 500. We also show how sector rotation can…
- Felix Nikolas Prehn: A Divided Washington Can Lift Markets But It Can Still Hurt First · 24 minWe break down why trillions can vanish from AI stocks while the S&P 500 barely budges, and why that gap can trick long term investors into feeling safe right up until it hurts…
- How A Possible Iran Peace Deal Could Hit Oil And Your Portfolio · 24 minWar headlines scream chaos while markets quietly price the exit, and we walk through why stocks can rise even as oil spikes and households feel the squeeze. We lay out a clear…
- Felix Nikolas Prehn: The Hidden Bear Market · 20 minWe break down why the US stock market can look calm at the index level while most stocks are already deep in a bear market. We also lay out the three forces we see lining up…
- Felix Nikolas Prehn: The Four Cracks Shaking Europe · 20 minWe connect Europe’s unrest, factory closures, and capital flight into one financial story, then stack it against the United States to see which risks are already here and which…
- Felix Nikolas Prehn: Will Lab-Made Gold Crash The Gold Price · 22 minWe break down the viral claim that fusion technology can turn mercury into real gold, then run the numbers that most headlines skip. We also look at why the diamond comparison…
- Felix Nikolas Prehn: Why $1.2 Trillion Vanished And What It Means For Your Portfolio · 20 minA $1.2 trillion Nasdaq plunge looks like a crash, but we break down why it is a targeted AI trade sell-off with money rotating into defensive sectors. We also explain what hedge…
- Felix Nikolas Prehn: Why Central Banks Keep Buying Gold As Prices Fall · 24 minGold drops more than 3% in a day, yet central banks and top Wall Street research desks keep leaning into gold. We break down the short-term forces hitting the price, the…
- Felix Nikolas Prehn: When The Money Gets Rewritten · 25 minA currency reset can quietly rewrite the value of your savings while you are still playing by the old rules. We lay out a calm plan built around what holds value outside fragile…
- Felix Nikolas Prehn: How AI Infrastructure Fueled By Borrowing Can Break Markets · 24 minWe break down why CoreWeave, a little-known AI “NeoCloud” lender-dependent business, may be the first crack in the AI plumbing that index funds rely on. We connect insider…
- AI Lending Risk: How Banks Earn Fees And Transfer Exposure · 24 minAI lending has become a case study in how Wall Street's fee machine operates. In this episode, Felix Nikolas Prehn, a former investment banker, traces the mechanics of a five…
- Felix Nikolas Prehn: Who Really Funds The AI Boom · 24 minWe break down a $5 billion AI chip loan that major banks arranged, took fees on, and then mostly refused to hold, because the real story is risk transfer, not technology. We show…
- Silver To S&P 500 Ratio: Why It Signals A Historic Low · 26 minSilver priced against the S&P 500 is sitting near its lowest reading in half a century, a level that has preceded every major multi-year silver rally of the past fifty years. In…
- Petrodollar System: Saudi Arabia, Gold And The Dollar · 20 minThe petrodollar system built in 1974 tied Saudi oil sales to the dollar and recycled the proceeds into American assets. Felix Nikolas Prehn explains how the recent missile strike…
- Felix Nikolas Prehn: What Happens When Interest Costs Outrun Growth · 21 minI break down the growing signs that the US Treasury is leaning on the bond market while long-term yields keep rising anyway. Then I connect that bond math to real life: mortgage…
- Monetary Reset: Gold Outflows, Digital Dollar And Fed Pressure · 23 minA monetary reset is already under way, according to Felix Nikolas Prehn, a former investment banker who traces four concurrent developments back to a single cause. European…
- Japan Bond Crisis And The Dollar: Why Gold Is Not Ready · 21 minJapan's 30-year government bond yield hit a record 4.18 per cent, a event Felix Nikolas Prehn argues is a dress rehearsal for what awaits the United States and other heavily…
- US Debt Buyback Programme: What Doubling Money Printing Means · 22 minThe US Treasury's decision to double its debt buyback programme and run it through to early November is the focus of this episode. Felix Nikolas Prehn, a former investment…
- Felix Nikolas Prehn: What Happens If The World Stops Needing Dollars For Oil · 20 minA missile strike in Saudi Arabia kicks off a chain reaction that can end in higher inflation and a weaker dollar, even if you never follow foreign policy. We connect the 1974…
- Felix Nikolas Prehn: The Credit Reset · 23 minWe break down why America’s jump in borrowing costs signals a credit reset that can ripple through mortgages, pensions, and stock valuations long before mainstream headlines…
- Fed Losing Control: How AI Borrowing Reshapes Bonds And Gold · 25 minThe Federal Reserve is losing its grip on long term interest rates, according to senior Goldman Sachs traders who describe the central bank as more passenger than driver. Felix…
- Gold And The Financial Reset: Why Central Banks Are Buying · 25 minGold pulled back roughly 20 per cent from its highs, yet central banks bought a record amount in a single quarter, spending some 40 billion dollars on the metal. Felix Nikolas…
- Sulphuric Acid Ban And Dollar Crisis: What Comes Next · 26 minSulphuric acid may be an obscure commodity, but its sudden disappearance from global markets matters. Felix Nikolas Prehn explains how Russia's export ban, following China's…
- Rate Hikes And Oil Shocks: Why Central Banks Are Buying Gold · 25 minGold and its role during supply side inflation form the core of this episode. Felix Nikolas Prehn, an economist and former investment banker, traces the parallels between the…
- US Oil Reserve At 44 Year Low: What Three Signals Reveal · 20 minThe US strategic petroleum reserve has fallen to its lowest level since 1982 after 26 consecutive weeks of withdrawals. Felix Nikolas Prehn, an economist and former investment…
- Dollar Reset: How Inflation Is Being Quietly Recalibrated · 20 minThe dollar reset now under way is not a dramatic redenomination but a slow widening gap between official inflation figures and actual living costs. Felix Nikolas Prehn traces the…
- Money Supply Growth And Stock Markets: Where The Cash Flows · 19 minMoney supply in America is growing at its fastest pace since 2022, reaching 23 trillion dollars, and Felix Nikolas Prehn argues this matters more for stock prices than the…
- Financial Repression: How Inflation Is Used To Shrink Debt · 22 minFinancial repression is the mechanism by which governments keep interest rates below the rate of inflation, quietly transferring wealth from savers to the state. In this episode…
- Felix Nikolas Prehn: Why Gold Drops When Debt Breaks · 19 minGlobal bond markets start to fracture at the same time gold takes a sharp hit, and we connect those headlines into one coherent debt story. We walk through why gold can drop at…
- Bond Market Crisis: Why Gold Falls When Debt Breaks · 19 minBond yields are climbing simultaneously in Japan, Europe and the United States, and Felix Nikolas Prehn argues these are not separate headlines but a single debt crisis unfolding…
- Government Debt Crisis: Why Inflation Is The Only Way Out · 42 minGovernment debt levels in the United States and other major economies have reached a point where the only politically viable exit is sustained inflation funded by money printing…
- Felix Nikolas Prehn: How Governments Shrink Debt By Making Money Weaker · 22 minWe lay out what it means when a US president says inflation can “pay off” the national debt and why that turns savers into the funding source. We break down financial repression…
- Felix Nikolas Prehn: Why High Oil Prices Can Boost American Stocks · 18 minScary headlines sound like a sell signal, but I walk through the “second half” of each story and why it can point to opportunity instead of panic. I connect oil, housing, Fed…
