Strong energy demand plus weak supply is an equation for higher prices. That could present a major global problem.
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Featuring Pierre Andurand and Raoul Pal
May 09, 2022 • 47 minutes
Pierre Andurand is one of the world's most respected commodity traders – and one of the most successful, too. His understanding of the nexus of energy markets, industrial commodities, and ESG is unparalleled. Clearly, Raoul HAD to have him as part of this series to explore the risk of recession caused by higher rates and rising inflation and their impact on economies and markets. Pierre lays out his case for a secular super-cycle in commodities driven by ongoing demand, along with a severe supply shock causing higher prices. He thinks this mix is creating the risk of a global financial crisis. But even that might not stop the rise in prices of commodities. The flip side is that it will accelerate the drive to invest in green energy, creating a more sustainable future. Everyone needs to watch this gripping, important interview about our increasingly complex world. Recorded on April 19, 2022.
Show MoreRaoul Pal, The Journey Man is a voyage into the macro ecosystem. Real Vision's CEO and co-founder speaks with visionaries at the top of their game making ground-breaking moves. Raoul's goal is to further his own framework and to help viewers do the same.
More EpisodesThis content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?
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Raoul Pal, The Journey Man is a voyage into the macro ecosystem. Real Vision's CEO and co-founder speaks with visionaries at the top of their game making ground-breaking moves. Raoul's goal is to further his own framework and to help viewers do the same.
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This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?
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