Jordi Visser is Optimistic About Inflation, Stocks, Cryptos -- And More
The Contrarian Investor Podcast
00:00
Is This Going to Spike Energy?
Last year, I thought that the under investment in the energy sector was going to have oil trend higher until it got to a level that was high enough to hurt global demand. In my opinion, we've now capped oil. And one of the main reasons is because from a contrarian basis with Russia invading Ukraine, the initial reaction was, Oh, this is going to spike energy. It's going to be off the market. But really what it seems to be doing is getting Europe focused on the fact that they can't depend on energy from Russia. They had been closing nuclear plants. The US was also in the middle of what I thought would be a long term housing boom. That assumption
Transcript
Play full episode
