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 046: Jamie Keech On China's Role In The Coming Bull Market In Commodities
The Big Question Podcast
1 hour 12 minutes 53 seconds
7 years ago
BQP 046: Jamie Keech On China's Role In The Coming Bull Market In Commodities
In this episode of The Big Question podcast, I talk to our in house mining expert here at HMS Capitalist Exploits, Jamie Keech.
Jamie and I talk about China in particular, and what lies ahead for commodities and how investors can best capitalise on what we both believe will be a massive bull market in commodities in the coming years.
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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
