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MacroVoices #305 Grant Williams: Inflation, Putin, Tesla & More

Macro Voices

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Is There a Shift in Energy?

I think we are seeing a shift. Along with inflation coming back, we're seeing a shift change in all kinds of things, and one of those is the tolerance for people who promise but don't deliver. And if that is the case, wen right about that, then nobody promises more on less th need musk. Let's talk about how energy is going to effect this whole inflation equation. Because something i focus on a lot is in i really can't tell you the timing, but i do know that if you stop investing in exploring for and finding new oil reserves,. eventually that catches up with you, and you don't have enough oil.

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