Dry Powder: The Private Equity Podcast cover image

Macro Risks: Everything, Everywhere, All at Once

Dry Powder: The Private Equity Podcast

CHAPTER

Is There a Crisis in Energy Markets?

It's not just energy, but also food prices and more profoundly chemicals because the feedstock for a lot of chemicals comes from byproducts of natural gas. My biggest worry is that as humans, we tend to think linearly,. I would just push investors to think about a worst case scenario than they might be comfortable thinking about what would happen if you can't get energy molecules at any price on the continent for a period of time.

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