I Can See Clearly Now, The FED Is Wrong & A Conversation With Helima Croft
RiskReversal Pod
00:00
Oil and Commodities - Is There a Geopolitical Risk Premium in the Market?
I don't think there's a lot of geopolitical risk premium actually in the market right now I think that's basically been faded since the spring no question. A lot of market participants are fading any story about potential supply issues around this war so when you have the Russians say we're not going to sell to anybody that by the price cap basically anyone who says they're going to charge you six year below is being called out as just noise. The hardest most complex sector to cover is oil and commodities it's hard to answer but love get your thoughts on how do you decipher geopolitics priced in to oil and commodities?
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