# The 2026 Macro Reset: Oil, Inflation, and the Assets Poised to Win

Page: https://stenobird.com/podcast/invest-like-a-billionaire-4346750/the-2026-macro-reset-oil-inflation-and-the-assets-poised-to-win
Text version: https://stenobird.com/podcast/invest-like-a-billionaire-4346750/the-2026-macro-reset-oil-inflation-and-the-assets-poised-to-win.md
Podcast: [Invest Like a Billionaire](https://stenobird.com/podcast/invest-like-a-billionaire-4346750)
Published: 2026-06-02T10:30:00+00:00
Episode link: https://podcasters.spotify.com/pod/show/invest-like-a-billionaire/episodes/The-2026-Macro-Reset-Oil--Inflation--and-the-Assets-Poised-to-Win-e3k7989
Audio file: https://anchor.fm/s/4e9bae1c/podcast/play/120873673/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2026-5-2%2F425332350-44100-2-53b31cf674f7c.mp3
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JSON: https://stenobird.com/v1/public/podcasts/invest-like-a-billionaire-4346750/episodes/the-2026-macro-reset-oil-inflation-and-the-assets-poised-to-win
Duration seconds: 2807

## Resource

Nobody predicted 2008. Nobody predicted COVID. And whatever causes the next market crisis probably won't be what investors expect. That's what makes today's environment so challenging. Just a few months ago, markets were expecting rate cuts and easing inflation. Now oil prices are surging, treasury yields are rising, and some analysts are drawing comparisons to the inflationary pressures of the 1970s. In this episode of Invest Like A Billionaire , Bob Fraser, Ben Fraser, and Ellis Hammond break down the biggest economic shifts happening right now, from energy markets and inflation to AI-driven productivity, real estate, private credit, and the opportunities they see emerging in an increasingly uncertain landscape. Have more questions, or want more resources like a tax calculator? Go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://investlikeabillionaire.org/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about our community. Check out Ben & Bob’s company and invest along at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://aspenfunds.us/

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## Transcript

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