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66. MONEY | Q4 Preview: Currencies Are Collapsing, Hyper-financialization, Druckenmiller, Doomberg, and more

Alfalfa Podcast

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Energy Is Life

I was talking at the discord about how rough of a shape Europe is is in right now like a doomburg. European manufacturing takes cheap energy and arbitrages it into tangible goods of value then sort of sells them to the world without the cheap energy there is no longer an arbitrage present. China's not even open yet you know China all that oil demand that's kind of my wellYeah I guess there's a huge demand coming like man long energy long energies play at some point yeah but like God oil was it we talk about a theory of in Bitcoin being nasty but oil is oil is a hell of a thing to trade Yeah insane volatility the out to the to the extreme and gets

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