
Episode #147 - David Hay and the Rising Risk of Recession
Gold Goats 'n Guns Podcast
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The Importance of Falling Real Positive Interest Rates
I think that's an underserve point, even it's something I hadn't thought of at all. But now I think that's a very great point. There's some just fantastic values there. The overall free cash flow yield excess cash flow yield on the energy sector right now is about 14%. So it's just nothing else close to that and read, I believe that we are going to have another spike in oil prices that can happen,. Even in the second half of this year I think we're going back into triple digits.
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