
I Can See Clearly Now, The FED Is Wrong & A Conversation With Helima Croft
RiskReversal Pod
00:00
The Parthenon for Energy Analysts
Halima Croft: I'm so good it's so great to be back with you today. We've seen an energy over the last six months supply breakdowns demand destruction all these different things my sense is the supply demand fundamentals have not changed at all since last time we spoke. One of the big factors that we're looking at right now is what really happens with China because there's all this speculation that with the lifting of COVID restrictions that we could see a significant uptick in Chinese demand.
Play episode from 36:16
Transcript


