Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22
Introduction
00:00 • 2min
The Opposite End of the Economic Cycle
02:06 • 2min
The Economic Outlook for the Chemical Industry
03:57 • 3min
The Importance of Ethylene in Chemical Prices
06:54 • 4min
The Fed's Pivoted on Inflation
11:06 • 3min
The Economic Wound of Russia's Recession
14:05 • 3min
The Uncertainty in the Oil Market
16:43 • 3min
The Volatility of WTR
19:48 • 5min
The Green Party's Turn to Fossil Fuels
25:13 • 4min
The Future of Renewable Energy
28:57 • 2min
German Energy Solutions for the 2023 Winter
31:23 • 2min
The Cost of Not Having Ships
33:31 • 2min
The Germans' Transition to Renewables
35:51 • 3min
The Economic Impact of the Surge in Oil Prices
38:59 • 3min
The Effects of High Oil Prices on the Economy
41:55 • 4min
The Federal Reserve's Importance in the Economy
46:02 • 4min
The CLOs' Role in the Supply Chain Constraints
49:35 • 4min
The Importance of Return on Capital
53:25 • 4min
The Pain of the CLLO Market
57:09 • 4min
The Optimist's View on the Future
01:01:04 • 2min
The Future of Green Investing
01:03:33 • 5min
New Normal Consulting and the Type of Research You Do
01:08:45 • 2min