I Can See Clearly Now, The FED Is Wrong & A Conversation With Helima Croft
RiskReversal Pod
00:00
What's the Trade for 2023?
This might be the golden age of energy companies thoughts on that as counterintuitive as that might sound. I mean if we look at crude a year ago at this time it was 70 and then it went to 120 based on all the shocks that you were talking about. Here we are it's kind of defying some of the consensus view. We know plenty of dumb hedge fund guys that we're buddies with and generally they're guys.
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Transcript
