MacroVoices #332 Lyn Alden: Energy, Inflation, The Dollar & More
Macro Voices
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Energy Prices Can Come Back Pretty Quickly if You Supress Demand
"My energy thesis is less based on what it could do in any given multi month period," he says. "If you suppress demand enough for a sharp period of time, you could potentially reach ... pretty low energy prices" He adds that until those supply side problems are addressed, we're going to be basing in an inflationary situation. 'It's important for invester to realize this not just the production of oil and gas... It's also the transportation of oil'
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