Macro Mondays #19 - Energy Stocks are the New Bonds
Oct 15, 2023
Warren Pies, an expert in oil and bonds, joins the hosts to discuss whether energy stocks can replace fixed income. They analyze market perception of interest rate hikes, Jay Powell's views on inflation, shifts in the oil market, and the impact of energy prices in Europe.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 6min
Market Perception of Potential Interest Rate Hikes and Energy Market Discussion
05:40 • 1min
Jay Powell's Views on Inflation and Transitory Nature
07:08 • 24min
Oil Prices and Shifts in Market Focus
31:33 • 7min
Analyzing Energy Prices and Beneficiaries in Europe
38:32 • 3min