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3min chapter
There’s Just Not Enough Energy | Harris Kupperman & Porter Collins
Forward Guidance
The Curve Should Price Inflation
Porter: I think the curve should price in inflation because it's a global commodity. The whole world, the equities are value that way too. He says he gets more bang for the buck with his call options and is really worried about geopolitical risk. Porter: We own this stock and still do the Vermillion, which is a Canadian company but has European operations.
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