18:09

EssentialThe Expert View

The Straw That Broke the Camel's Peg

Featuring Alexander Campbell

Apr 07, 2020 • 18 minutes

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Essential

The Expert View

The Straw That Broke the Camel's Peg

Alexander Campbell focuses on how the demand shock in oil coupled with a price war could create a balance of payments issue for the Kingdom.

Featuring Alexander Campbell

Apr 07, 2020 • 18 minutes

Here at Real Vision, we know that from crisis comes opportunity. That is why we have been laser-focused on oil and energy markets and why we've brought back Alexander Campbell, CIO and founder of Black Snow Capital. Campbell isn't just looking at commodities though. In this interview, he focuses on how the demand shock of COVID-19 coupled with a price war that is increasingly looking to be a three-party affair between the U.S., Saudi Arabia, and Russia could create a balance of payments issue for the Kingdom. He makes his case that the Saudis may be forced to reevaluate the long-standing peg between the Saudi Riyal and U.S. Dollar and lays out two different ways to play the setup. Show More

Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

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Subject-matter experts offer in-depth analysis of global investment risk and opportunity. Expert View probes the top minds from relevant fields, offering critical insights into every corner of financial markets.

More Episodes

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