MI Rewind: Weathering Inflation with Commodities w/ Tony Greer
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Energy Inflation Is Coming
The price of ammonia which goes into fertilizer is up 5X on the year. If it doesn't come off, your cereal box is going to cost 15 bucks. The Biden administration tipped their hand and they're going to be one stimulus plan after the next, right? They seem OK to send checks to people's homes. There are smart ways to wean yourself off of carbon emissions. You can do this very slowly and very methodically. But you can get base-load electricity power back down to the levels that it was at during call at Trump administration.
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