Oil & The Next Recession

Published on
January 10th, 2020
38 minutes

Oil & The Next Recession

The Expert View ·
Featuring Mark Gordon

Published on: January 10th, 2020 • Duration: 38 minutes

Will the underlying dynamics of the oil market be the next black swan? Mark Gordon, CIO of the Ascent Oil Fund, joins Real Vision to unpack his data-driven view on why the rising tide of scarcity in oil markets could be the trigger for the next global recession. Gordon's thesis touches on the shale markets, the risks posed by electric vehicles, his outlook for production and exploration stocks, and the recent unrest in Iran and the Middle East. Filmed on January 3, 2020 in New York.