Intelligence Squared Business Weekly: Energy, Inflation and the Markets with Joshua Mahony
Nov 8, 2021
Joshua Mahony, a Senior Market Analyst at IG, joins Linda Yueh to delve into the shifting dynamics of the post-pandemic market. They discuss the challenges facing tech giants like Zoom and Amazon as inflation rises and energy prices soar. Mahony unpacks the recent spike in UK inflation, linking it to COVID-19 and energy costs. He shares investment strategies for navigating volatility and emphasizes the necessity of diversification in a fluctuating market. Listeners gain insights on the energy transition and the potential of physical assets.
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Stay-at-Home Stock Performance
- The "stay-at-home" companies that thrived during the pandemic have seen some decline as societies reopen.
- However, the impact varies; some, like Netflix, continue to perform well while others, like Zoom, have dropped significantly.
Energy Price Surge
- Energy prices, particularly natural gas, have seen substantial increases, significantly impacting economies worldwide.
- Several factors, including cold winters, lack of wind, Hurricane Ida, and bottlenecks in Russia, have contributed to this rise.
Investing in Energy
- Long-term investors should focus on ESG and green energy for future gains.
- However, short-term opportunities exist in currently undervalued fossil fuels and uranium.