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03:19 - SPR - What and why?
06:27 - Why crude and not refined products?
09:34 - How is the SPR used?
13:54 - Trading oil
19:54 - The goal of the SPR market
23:04 - How inventory drives oil price
28:29 - The effect of inventory restocking
29:43 - Theory vs. practice
33:28 - The mega energy companies
36:00 - Distortion in oil markets
41:20 - Can volatility be profitable?
47:35 - No specs = steeper or flatter?
50:11 - Advice on using the data
52:37 - Understanding signals in the oil market
59:17 - Dollar Wrecking Barrell
01:01:44 - Oil vs. gold and gas
01:09:07 - What makes money in high vol regimes?