Rebel Capitalist News Will The Iran Oil Shock Trigger More INFLATION!?
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Mar 4, 2026 They examine whether rising oil from geopolitical trouble could spark widespread inflation or just temporary price pain. They compare 1970s oil shocks to the Global Financial Crisis and modern money supply behavior. They model how gasoline costs pass into transport and retail prices and consider whether tight bank lending and weak M2 make a 1970s repeat unlikely.
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Money Growth Drove 1970s Inflation
- Oil spikes alone don't explain 1970s inflation; broad M2 money growth did much of the heavy lifting.
- M2 rose ~154% in the 1970s while CPI rose ~108%, showing broad money expansion amplified price gains.
Flat Money Supply Blunted 2000s Oil Shock
- Comparing 2005–2015 shows a big oil price rise yet much lower CPI because money supply flatlined.
- From 2005–2015 M2 rose ~85% while compounded consumer prices rose only ~25%, limiting sustained inflation.
Rebel Capitalist Live Speaker Lineup And Pitch
- George mentions past Rebel Capitalist Live speakers like Lynn Alden, Ron Paul, Peter Schiff to show the event's contrarian pedigree.
- He highlights ticket urgency and that the 2026 event will be in Orlando this May.