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Kyle Bass on The Market, Energy Crisis & His New Big Bet For The Next Decade | #443

The Meb Faber Show - Better Investing

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Putting a Zero on Your Electrical Bill

You were tweeding recently about electrical bills in europe. And we've had conversations with people over there, and i'm just trying to igmentally frame this for the listeners. Economies that are typically spending one % of gdp on energy will be spending eight and a half% and nine%. That is such a major shift in the makro architecture of these countries which will invariably cause meaningful recessions. These are multi year problems.

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