
Real Vision: Finance & Investing The Next Big Trade - Luke Gromen on Why It's Best to "Be Long Energy" Right Now
Nov 6, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 2min
What's Your Next Big Trade?
01:43 • 4min
Investing in Energy Derivatives Is Not Easy
05:34 • 4min
Why Is the Eurozone Insolvent?
09:36 • 3min
Do You Think Europe Will Get LNG?
12:43 • 4min
The Credit Market Collapse
16:32 • 3min
Is This a 'Decade or Longer Process'?
19:43 • 2min
The Red Queen Problem
21:27 • 4min
The Energy Rate of Return on Renewables
25:33 • 5min
Do You Want to Live in the Dark? Or Do You Wanna Pay Up for Copper?
30:41 • 2min
How to Make Essential Sectors as Small as Possible Compared to GDP
32:21 • 2min
Getting Sling TV for a Price You Love
34:40 • 2min
What's the Problem With the Long Energy Trade?
36:40 • 2min
Is the Economy Going to Print the Money?
38:56 • 2min
The Second and Third Order Effects of Supply Chains
40:54 • 2min
Energy Is the Base Load
43:14 • 2min
What Are You Thinking, Frank?
45:07 • 2min
The Road to Peace in the Middle East Leads Fire Back Dad
47:23 • 2min
What's the Biggest Disaster in the Middle East?
49:22 • 3min
