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Rabbit Hole Recap #204: When chasing yield goes wrong

Rabbit Hole Recap

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The Running Out of Deasel

Crony: "The incentives are not there, right? They these people do not understand what it means to have proper incentivesere's there" He says the one incentive in their favor is that energy prices have sky rocketed. The costa capital they go finance these interstructure projects just went up significantly,. which disincentivizes these companies from doing it more. 'It could wind up will look back in retrospect, like a year from now,' he adds.

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