Sam Zell Says Gold 'Is a Good Hedge'

The video discusses energy investments in the US, focusing on oil and gas assets, and the potential for price increases due to supply constraints. It highlights the lack of investment in new gold mines, leading to a shrinking supply and potential price rise. The discussion also covers the challenges in oil supply infrastructure, particularly pipelines in the Permian Basin, and the impact of political decisions on energy markets, such as the rejection of a pipeline in British Columbia affecting refinery operations in Tacoma.

What factors are contributing to the current price of oil according to the text?

What is the speaker's opinion on investing in gold?

How does the speaker view the supply of pipelines in relation to shale oil extraction?

What recent investment did the speaker mention regarding a refinery?

What political issues are mentioned that affect the oil market?