
MacroVoices #321 Ole Hansen: The Commodity Supercycle Has Begun
Macro Voices
00:00
Energy Is the Other Really Important Commodity in a Situation Like This
If there's something that i would think eventually does bring a recession, it would be if energy prices really start to go out of control. And frankly, it seems to me like we've got an awfully ripe set up for that to happen. We very sceptical about russia. I think as long as the leader, the current leadership, is in place, the sanctions may not necessarily be lifted,. even though we had a peace deal to morrow. The relationship has become so ntoxic, has broken down to the extent tat some parts of the world will try to avoid buying products from RUSSIA. But if we both of these are a short term they will thy will
Play episode from 34:31
Transcript


