MI Rewind: Weathering Inflation with Commodities w/ Tony Greer
The Intrinsic Value Podcast - The Investor’s Podcast Network
00:00
Energy Crisis in Europe
With an energy crisis brewing in Europe, it's sort of easy to stay bullish fossil fuels here. We are at record low investment in new exploration and production. I think that European energy fragility colliding with the carbon neutral policies is going to keep commodities in the spotlight. And so now we're going to really just figure out how to manage the push and pull on the markets.
Transcript
Play full episode
