AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Real Vision: Finance & Investing
#1031 - Will Inflation Send Commodities Higher? with Doomberg | Energy, Semiconductors & China
May 7, 2024
Doomberg, pseudonymous author of the Doomberg Substack newsletter, discusses the impact of recent inflation data on commodities, geopolitical tensions in the Middle East affecting energy markets, and China's ambitions in the semiconductor industry.
38:09
Episode guests
AI Summary
Highlights
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Geopolitical tensions impact energy markets, affecting oil pricing and supply dynamics.
- China's semiconductor industry dominance plans influence global technology landscape.
Deep dives
Global Market for Primary Energy
Examining whether the global market for primary energy is well supplied influences various viewpoints. Current assessments reveal coal's affordability in comparison to historical data, while a surplus of natural gas and coal is notable. Oil stands out due to a premium in its price, largely attributed to geopolitical risks impacting supply and demand dynamics, with oil serving as a proxy for assessing market risk.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode