Tom Ellsworth

speaker

31,425 appearances 138 recordings 3 series first heard Nov 2024 last heard 3d ago

Tom Ellsworth’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 82 in all, peaking in Feb 2026 with 14.

Appearances

newest first · ▶ plays the moment

PBD Podcast · Fed Hikes Rates, Oil Affordability Crisis & Paramount Threatens California Exit · 18 Sep 2026 podcast

I I think they're on the same page for different reasons. voice-verified

And I and I think you're So you voice-verified

I I think they watch each other, but I don't think there's as much correlation when you take a look at what what our Fed did. voice-verified

Or what our Fed did is something that's non-correlated. voice-verified

They said we're raising rates. voice-verified

And by the way, you guys are teasing me about fighting with Jeff. voice-verified

I'm gonna fight with you about that. voice-verified

But I agree with I agree with I agree with Jeff on this, and I'll go into the specifics. voice-verified

This is absolutely a supply shock, and it is a supply shock to be exact. voice-verified

That is sixty-five percent the barrel of oil, which has moved since February twenty-eighth when the fund started. voice-verified

And it is thirty-five percent the three two one crack spread, which has been driven by refinery closures in the United States. voice-verified

And we have a shortage of refinery capability, which also has raised the price of a gallon of gas and worse, a gallon of diesel because the voice-verified

Economy runs on diesel. voice-verified

And that's my point. voice-verified

The economy runs on diesel, and you can take a look at the inflation you're seeing everywhere, from a strawberry to the gallon of gas, and you find it's in the supply shock. voice-verified

That is related to energy. voice-verified

And so they are taking a pay if they if they voice-verified

Here's the what the Fed did. voice-verified

I'm gonna prove my independence from the president. voice-verified

I'm gonna raise rates a quarter point, not a half, not a whole point. voice-verified

Showing 1–20 of 31,425 · page 1 of 1572