Andy Constan on Lessons From Bridgewater, Equity Valuations and Top Trades
Macro Hive Conversations With Bilal Hafeez
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I Think the Supply Constraint From Oil Is Probably Mistic With Us for a Long Time
I think sg has to take its fair share of responsibility for what's happened. The trend to divest of energy assets started years ago, but really came in hard in the last few. And that's impacted supply. There 're very good reasons why somebody who believes that the environment is under threat would like to see oil prices higher. So i think that supply constraint from oil is probably mistic with us for a long time. At the same time, there's a demand problem. Sustainable energy sources require minerals that are in short supply already.
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