The Next Big Trade - Luke Gromen on Why It's Best to "Be Long Energy" Right Now
Real Vision: Finance & Investing
00:00
What's the Problem With the Long Energy Trade?
As long as you shut down the global economy entirely, you can get oil negative. So let's say we can get oil down to $40 if we shut down 40% of the economy. If you had a productivity increase, a massive phase shift productivity increase, nuclear fusion rolled out over the next five years kind of a thing that would be where basically everybody gets free energy. That would obviously be a big difference.
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