Jordi Visser is Optimistic About Inflation, Stocks, Cryptos -- And More
The Contrarian Investor Podcast
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Is Global Trade Coming Down?
I think global trade and this reshoring onshoring is something that we forgot about because when COVID happened, we put so much money into the system. I just don't see how that doesn't add pressure or put a cap on oil. And those are the types of things that if you're going to play them from my perspective, you can watch them on. You're obviously getting freight rates and stuff collapsing at this point. It's another reason why people shouldn't be as optimistic on oil.
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