Talk Markets to me Goose and an Interview with Mike Wilson of Morgan Stanley
RiskReversal Pod
00:00
Is There a Recession Going On?
We talk about almost every day and energy seems to be the top of the food chain in terms of what's going on. What I'd say is the flip side of that coin is obviously inflation. If China would back away from the zero COVID-19 sense is that all new would be bullish for energy. So how do you reconcile that portion of this entire thing? Usually every other expansion, energy, the expansion ends with a spike in oil.
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