MacroVoices #366 Louis-Vincent Gave: Staying Humble in Troubling Times
Macro Voices
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The Energy Story Is a Big Dilemma
Russia is selling off market no longer in US dollars to China, to India for very long-term contracts at big discounts. That brings an interesting question: What does it mean that the renminbi and Indian rupee are 30% too cheap? I don't think you can have different markets and different prices for too long.
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Transcript
