Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging into the world of macro economics and politics makes her unconventional and special.
TIMESTAMPS:
1:41 Energy - the most important sector
5:13 The basket case that is Europe
9:20 Planned crisis, pure stupidity, or both?
11:54 Shale, funding & the impact of ESG
17:16 Thoughts on base metals
25:17 Effects on food production
33:46 Inflation or deflation?
36:30 What Tracy is monitoring
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Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging into the world of macro economics and politics makes her unconventional and special.
TIMESTAMPS:
1:41 Energy - the most important sector
5:13 The basket case that is Europe
9:20 Planned crisis, pure stupidity, or both?
11:54 Shale, funding & the impact of ESG
17:16 Thoughts on base metals
25:17 Effects on food production
33:46 Inflation or deflation?
36:30 What Tracy is monitoring
BQP 035: Chris MacIntosh On Hedging Extraordinary Risk
The Big Question Podcast
11 minutes 30 seconds
9 years ago
BQP 035: Chris MacIntosh On Hedging Extraordinary Risk
I spend a lot of time talking to investors around the world, and the majority of them agree: asset prices have never been this distorted... ever.
So the question is, how do you hedge this massive risk?
It's something I talk about in this special episode of the Big Question Podcast.
Specifically, I discuss a strategy some of the world's sharpest investors have very successfully used in the past. And I think it's a strategy you'd do well to employ today.
If you enjoyed this podcast, make sure to receive future Big Question conversations right in your inbox: capitalistexploits.at/signup/
The Big Question Podcast
Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging into the world of macro economics and politics makes her unconventional and special.
TIMESTAMPS:
1:41 Energy - the most important sector
5:13 The basket case that is Europe
9:20 Planned crisis, pure stupidity, or both?
11:54 Shale, funding & the impact of ESG
17:16 Thoughts on base metals
25:17 Effects on food production
33:46 Inflation or deflation?
36:30 What Tracy is monitoring