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3min chapter
There’s Just Not Enough Energy | Harris Kupperman & Porter Collins
Forward Guidance
How to Play Energy
By 2025, they're going to be doing all sorts of QE to fix whatever disaster they blow up in the global financial system. To protect your portfolio, you really should be buying right tail hedges which are far out of the money call options. The risk is energy has a supernova in 2024 and we have a depression in 2025 and I miss it. But I don't think this cycle is going to act like 2008.
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