If you were to ask investors to name the biggest headwinds facing the markets, higher inflation and interest rates and their potentially negative impact on corporate earnings would top the list. Just about everyone on Wall Street agrees we are in a new era of higher levels of both. But this week’s guest believes there is another area that poses even greater challenges to the global economy and markets: energy. Energy is under enormous pressure on numerous fronts: geopolitical, production, distribution, and financing. It’s a combination creating a new era of energy insecurity. Our guest is Tom Petrie, a long-time thought leader in the oil and gas industry. Since 2012 he has been Chairman of Petrie Partners, an influential investment banking and consulting boutique to the industry. What is happening with U.S. energy independence? After decades of decline, U.S. oil production picked up significantly in the last decade and a half, largely thanks to the shale oil revolution, to the poi...