Real Vision: Finance & Investing cover image

Should We Still Ride The Inflation Winners?

Real Vision: Finance & Investing

00:00

Is There a High Probability That Oil Prices Will Rise?

We've got these lags that are really hard to time both on the impact of the Fed rate hikes rather than what they're trying to do, their efforts to curtail demand. You'll start to see that the balloon ball you're holding out of oil, start to rise at the same time we're starting to see the economy crater. I think there's a fairly high likelihood the economy rolls over. And then we can't play that card to say, let's drain the SPR again. We can't play a lot of these cards relying on China to shut down again. So it sounds terrible for people. Is it good for the companies?

Play episode from 20:46
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app