2027 Will Be Different: Oil, AI, and the Coming Paradigm Shift

2027 Will Be Different: Oil, AI, and the Coming Paradigm Shift

June 30, 2026 · 31 min

About this episode

Paul Auslander discusses the intersection of energy and finance, covering stock market trends, precious metals, oil markets, and monetary policy.

Paul Auslander, President, CFP, Stops by the Energy News Beat Podcast, and we have a blast covering energy and finance. Connect with Paul on his LinkedIn here: https://www.linkedin.com/in/paulauslander/ 1. Stock Market Performance & Economic Outlook Paul Auslander discusses why the stock market continues to rise despite global turmoil. Key points include: Strong company balance sheets and a robust economy The technology boom (particularly AI) being only in its "second inning" Upcoming major IPOs (SpaceX, ChatGPT's parent company, Anthropic) absorbing investment capital Expectation for a strong finish to 2026, with 2027 projected to be even stronger 2. Precious Metals & Alternative Assets Discussion of gold, silver, and cryptocurrency markets: Central banks now own more gold than US Treasury holdings (a historic shift) Silver shortage driven by AI demand Cryptocurrency experiencing recent drops but viewed as an alternative asset class Disconnect between paper and physical delivery in commodities markets 3. Oil & Energy Markets Critical energy security topics: Volatility in WTI vs. Brent crude pricing Strait of Hormuz disruptions causing 11.8 million barrels of…

People in this episode

Host: Stuart Turley

Guest: Paul Auslander

Topics covered

Keywords

Mentioned in this episode

Organizations: LinkedIn, SpaceX, ChatGPT, Anthropic, Federal Reserve

Places: United States

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