Chase Taylor, founder of Pinecone macro research, joins Real Vision to discuss his bullish views within the energy sector, opinions on corporate equity issuance, and thoughts on inflation. Taylor dives into his constructive outlook on oil, coal, and natural gas as the growing middle class in emerging markets will create a demand imbalance. Additionally, he analyzes the dollar and the new expectations for growth and inflation that he states have been created fiscal and monetary stimulus. Taylor believes that uranium also has strong tailwinds due to the supply shortage and ESG mandates pushing global electrification. Interviewed by Jack Farley on July 9, 2021. For Pinecone Macro's report on coal, click here: https://www.realvision.com/issues/coal-the-other-black-gold?source_collection=9281de53a77f4bf7b6bfcd74eeaee864.
In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.