We're entering into an energy crisis, and you're going to have different kinds of countries. The first are countries like the us that are more or less energy self sufficient. And then you'll have the countries that well, face a choice. It'll be either we go back to coal, because we can turn that on decently quickly. There's lots of coal in the world,. So either we turn to coal or we ration energy.
MacroVoices Erik Townsend and Patrick Ceresna welcome Gavekal co-founder Louis-Vincent Gave to the show. Louis has a different take on the impact of U.S. seizure of foreign-owned assets, and he also shares his outlook for bonds, the dollar, stocks, and precious metals. https://bit.ly/3G5dOmI
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