Real Vision: Finance & Investing cover image

How To Make Use of Volatility

Real Vision: Finance & Investing

00:00

Is This the New Uper Consensus Trade?

Daristale: Is this the new uper consensus trade? That's what wereasked terirand i mean, it may well be a consensus trade, right? But if the government join the consensus, it doesn't matter. The final point i want to make to day is in relation to the ongoing electricity crisis in europe. I've calculated a couple of scenarios for the german gas storage over the winter. And i think it the base case, and germany survives the storages is decent compared to the flow that is still a running. If russia decides to cut the floe to zero all the way through the winter, we can bring up the scenario

Play episode from 34:05
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app