Oil And AI Are Breaking The Middle Class | Weekly Roundup

Watch on YouTube ↗  |  May 08, 2026 at 07:00  |  54:20  |  Forward Guidance
Speakers

Summary

The panel discusses oil inventory depletion, AI-driven economic growth, and the Fed's 'run it hot' inflation regime. They debate gold's resurgence, housing replacement costs, and the widening K-shaped inequality. The conversation ties geopolitical statecraft, energy exports, and AI labor disruption into a broader market outlook.

  • Oil inventories are near stress levels, with pressure on Trump to resolve the Strait of Hormuz disruption.
  • Quinn Thompson is long December oil futures and sells long-dated puts to monetize elevated volatility.
  • Felix Jauvin and Quinn Thompson are bullish on gold, citing China buying and rising inflation.
  • Felix Jauvin suggests rotating from Bitcoin into gold.
  • Earnings are strong across market caps, but consumer sentiment is deeply divided between high and low income.
  • The Fed is expected to keep running the economy hot, fueling inflation and commodity prices.
  • AI job disruption is accelerating, with white-collar 'email jobs' being cut.
  • Housing replacement costs are rising, and home values are expected to double again despite higher mortgage rates.
Trade Ideas
Quinn Thompson Co-Host, Forward Guidance / Founder, Lekker Capital 4:09
Oil futures long due to depleting inventories.
Oil inventories are being drawn down rapidly due to exports and the Strait of Hormuz disruption, and restocking will drive prices higher. Longer-dated futures offer attractive carry and a structural floor, while selling long-dated puts monetizes elevated volatility.
CL1! HIGH
Quinn Thompson Co-Host, Forward Guidance / Founder, Lekker Capital 30:16
Gold bullish on China buying and inflation.
China is aggressively buying gold again, inflation is set to rise while the Fed remains sidelined, and midterm uncertainty provides additional catalysts. Gold should outperform in this environment.
GLD HIGH
Felix Jauvin Co-Host, Forward Guidance 32:52
Sell Bitcoin, buy gold on catalysts.
Gold has strong catalysts from China buying, inflation, and policy uncertainty, while Bitcoin lacks similar support. Selling Bitcoin to buy gold is a favorable rotation.
BTC MED
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This Forward Guidance video, published May 08, 2026, features Quinn Thompson, Felix Jauvin discussing CL1!, GLD, BTC. 3 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Quinn Thompson, Felix Jauvin  · Tickers: CL1!, GLD, BTC