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EssentialThe Essential Conversation

Will This Winter Be the Worst of Times for Europe?

Featuring Wouter Jongbloed and Andreas Steno Larsen

Aug 16, 2022 • 59 minutes

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Essential

The Essential Conversation

Will This Winter Be the Worst of Times for Europe?

Decades of bad energy policy decisions are being exposed by the crisis of war on the continent.

Featuring Wouter Jongbloed and Andreas Steno Larsen

Aug 16, 2022 • 59 minutes

The war in Eastern Europe has devolved into one of attrition, with no end to hostilities on the horizon. Western policy makers are trying to cope with an energy crisis created by Russia’s invasion of Ukraine and exacerbated by decades of short-sighted long-term planning. Inflation is a problem over there, too, and growth prospects are even worse. Wouter Jongbloed, the head of political risk analysis at Exante Data, joins Real Vision’s Andreas Steno Larsen to talk about the risks this energy crisis poses to Europe and whether a “standstill” between Moscow and Kyiv would have any bearing on markets and the broader region. This is also a crisis of the European Union’s authority: Will it be able to hold member states in line on natural gas consumption cuts, or will others go the way of Hungary and strike out on their own? Jongbloed also shares his thoughts on Taiwan and China in light of Ukraine and Russia and the impact on portfolios of rising geopolitical risk premia. Recorded on August 11, 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

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