

Trading record heat and storms
Jul 2, 2024
Exploring the financial implications of record-breaking global temperatures and severe storms, discussing opportunities in HVAC companies due to extreme heat in Arizona and Texas, analyzing trading strategies for storms and hurricanes, predicting a rise in air conditioning usage in Europe, exploring the collapse of AMOC on global trade and climate, and discussing global predictions of record heat with a focus on glacier melt and circulation patterns.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 4min
Impact of Record Heat Waves and Storms on HVAC Companies
04:03 • 14min
Trading Strategies and Opportunities in Response to Storms and Hurricanes
17:44 • 28min
Predicting the Rise of Air Conditioning in Europe and the 'Age of Abundance'
45:17 • 2min
Exploring the Impact of AMOC Collapse on Trade and Climate
47:01 • 2min
Global Predictions of Record Heat and Regional Impacts
49:01 • 2min
Exploring the Impacts of Glacier Melting and Circulation Patterns
50:40 • 2min
Analysis of Tesla performance and future political trade episodes
52:24 • 5min