Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 4min
The Bunt Marking Talking Really Loud
04:02 • 3min
I Think They Are More Backward Looking Than They Have Ever Been in History
07:27 • 2min
The Gas Guy of the Week Is Marko Papich.
09:56 • 2min
Commodity Markets - What Do You Think?
12:05 • 5min
The Not-Stream Pipeline Close for the Yearly Maintainants
16:37 • 4min
How Do You Think Europe Can Handle the Situation in the Upcoming Winter?
21:03 • 5min
The Demand Side of the Equation
25:42 • 3min
I'm Not Going to Have Four Hair Cuts, Right?
29:08 • 1min
Oil Prices Are So Important for Inflation
30:27 • 5min
The Long Oil Thing
35:15 • 4min
Investing in Commodity Markets - I'm an Extreme Bull on Commodities
39:04 • 3min
Do You Agree With Marco That Effectively Getting Commodities Right Will Get You as Well as All the Macro Right?
41:59 • 5min
Commodity Markets
46:38 • 2min
The Bond Market Screaming, Basively.
48:57 • 3min