34:03

EssentialThe Essential Conversation

Surging Oil and Inflation May Outlast the War

Featuring Tracy Shuchart and Michael Nicoletos

Mar 31, 2022 • 34 minutes

142

3

Essential

The Essential Conversation

Surging Oil and Inflation May Outlast the War

Supply-side problems predate the war in Eastern Europe, and they'll persist through and after it too.

Featuring Tracy Shuchart and Michael Nicoletos

Mar 31, 2022 • 34 minutes

Russia’s invasion of Ukraine sent oil to the moon. But what’s next? Macro Investor Nicoletos and Tracy Shuchart, Energy & Material Strategist at Hedge Fund Telemetry, unpack a wide-ranging set of consequences of war in Eastern Europe for global markets. Investors should expect supply chain dysfunction for the next few years, says Shuchart, who also offers some intriguing theories on how authorities might deal with the energy crisis. An inflationary environment will likely favor commodities over equities, Nicoletos notes, and even a ceasefire won’t change that. Nicoletos also explains why a rallying U.S. dollar could be a problem. Recorded on March 28, 2022. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

COMMENTS

Sort By
  • Newest First
  • Oldest First
  • Top Rated
  • Most Discussed
  • Most Controversial

Access Essential Content

This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?

See Our Plans

Already have an account? Log In