
Meshing The Macro & The Micro with Peter Boockvar
RiskReversal Pod
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Navigating the Oil Market: Geopolitical Dynamics
This chapter delves into the oil market's current status, focusing on U.S. shale production and OPEC's quota decisions, while examining global influences like Russia's oil supply. It also discusses the geopolitical complexities affecting U.S. relations, particularly with China and India, illuminating the challenges faced by the U.S. in energy and military supply chains.
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