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Opportunities for Value Investing, China's Digital Currency, & the Pivot to Asia | James Aitken
Hidden Forces
Is There a Case for More Idiosyncratic Investment?
Demetri Martin: I feel like we are moving, on a long road, toward something like state sponsored capitalism or corporate social welfare systems. That creates structural upward pressure on oil prices in the event that we cannot actually produce the fuel we need to power the economy. In other words, some oil producers or refiners, or companies along the supply chain with impaired financials are going to be significantly at risk but other companies will do very well. It may take a long time for oil to get back anywhere remotely to 50 dollars, let alone where it is to day. But i think these are solid investments.
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