Should We Still Ride The Inflation Winners?
Real Vision: Finance & Investing
00:00
Energy Is Front and Center
Energy is the most obvious in terms of insufficient spending because it's one of the most immediate needs. We're probably almost certainly borrowing a really horrific recession as the year unfolds, going to have peak hydrocarbon consumption. Most of the world is setting up for basically peak supply or peaking supply in the next couple of years. And under just a status quo, forget geopolitical disruptions, forget black swan disruptions, there's a mismatch that very clearly materializes in the next few years.
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