Description
Stijn Schmitz welcomes Trader Ferg to the show. Trader Ferg is a Full-time Trader and is the Author of the Trader Ferg Substack. The discussion opens with a vivid illustration of emerging fuel shortages, as Trader Ferg shares images of long queues at his local petrol station in Bali, a symptom of diesel and product tightness spreading across Asia. He argues that governments avoid admitting scarcity, instead running down strategic reserves, but this dynamic sets the stage for a prolonged “big refill” cycle that will keep crude and refined products tight for years. He cautions that markets are complacently expecting a quick resolution, while the reality points to sustained supply constraints.
Recorded on: October 13, 2026
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Timestamps:
00:00:00 - Introduction
00:00:30 - Fuel Shortages in Asia
00:02:30 - Rationing and Demand Control
00:03:48 - Strategic Reserves Refill
00:06:36 - Product Shortages Spread West
00:11:22 - Energy Investment Opportunities
00:14:20 - Non-Consensus Long-Term Views
00:16:48 - Playing via Equities Quality
00:21:06 - Shareholder Yield Strategy
00:23:32 - Thermal Coal Asia Thesis
00:28:13 - Gold and US Fiscal Risks
00:44:20 - Platinum PGMs Positioning
00:47:04 - Concluding Thoughts
Guest Links:
Substack: https://traderferg.substack.com/
X: https://x.com/trader_ferg
Trader Ferg is a Full-time trader for going on 8+ years now. He has a habit of hanging out in hated corners of the market that are considered uninvestable. He enjoys sharing his research and thoughts about possible trades and markets.