MI255 Navigating Bubble 3.0: Is This Time Different? w/ David Hay
The Intrinsic Value Podcast - The Investor’s Podcast Network
00:00
China Reopening - What's Your Thoughts on That?
I think China reopening is going to put definite pressure, especially in commodity prices. And if you think about oil alone, that's dropped at the demand for oil by about a million and a half barrels per day. That's huge. So oil, as you know, has been under a lot of pressure downward pressure lately because of fears of a recession and demand destruction.
Transcript
Play full episode
