Episode
$100 Oil Warning? Mish Schneider Says Commodities Are Sending a Message
- Podcast
- Biz Talk Today TV
- Published
- Sep 4, 2026
- Duration seconds
- 2321
- Processing state
not_requested- Canonical source
- https://traffic.megaphone.fm/FPMN7337651197.mp3
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Summary
Oil is closing in on $100. Gold, silver and industrial metals are climbing. Yet stocks remain remarkably resilient. Is Wall Street ignoring a warning coming from the commodity markets? On this episode of Financial Compass, host Todd M. Schoenberger sits down with Mish Schneider, Founder of the Economic Modern Family channel on YouTube and Chief Strategist at MarketGauge, to examine the growing disconnect between commodities and the stock market—and what it could mean for investors. Mish explains why she believes the rise in crude oil is about more than geopolitics. Tight supply and persistent demand could keep pressure on energy prices, with Mish identifying roughly $104–$105 oil as an important area to watch before reassessing the next move. But oil isn't moving alone. Gold, silver, copper, zinc and aluminum are all part of a broader commodities story influenced by government debt, spending, interest rates and concerns surrounding the long-term purchasing power of the dollar. Gold and silver are particularly important. Mish explains why interest rates may matter more to gold than movements in the dollar and identifies $70 silver as a potential technical signal that could open the door to a larger move in precious metals. The conversation also moves into agriculture. Mish discusses positions in the DBA agriculture ETF and CANE sugar ETF, including why she remains bullish on agricultural commodities. Sugar's recent rally raises another question: could today's environment eventually resemble the commodity inflation experienced during the 1970s? Beyond commodities, Mish examines opportunities and warning signs across the stock market, including Netflix, Unity Software, robotics and critical minerals, while pointing to weakness in areas including retail, small caps…