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MacroVoices #361 Alex Gurevich: Jay Powell says, “Effects of tightening not yet felt.” Alex says, “No shit, Jay.”
Macro Voices
Long Deferred Oil - Is That the Best Trade?
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If you ask me what is the best trade, I would say you need to be loading up on being long deferred oil. It's very unlikely that in the next three years we'll magically find that much more oil if I'm not prospecting for it. There is not very likely that there will be very significant change in green energy infrastructure over a 3-5 year horizon.
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