Roxton McNeal - Liability-Driven Investing (S4E11)
Flirting with Models
The Political Influences That Drive Oil Commodities
I was always under the impression that everything was driven by Adam Smith and the invisible hand of capitalism. But really getting detailed look inside, just this one commodity, the oil commodity, you realize that there's other factors that are idiosyncratic to the general market conditions. And whether that's politically, that's being influenced by other economies or if that means there's political unrest in one oil producing company,. That is all interrelated. It has a huge influence and a lot higher influence than I could have imagined. The ramifications spilled through even trying to get the former president where we're getting the allocation from reelected. Although the constitution of Nigeria at the time said it's a two term, but
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