Confessions XXI: PGMs the Ethereum of Commodities
The ACID Capitalist Podcast - Podcast készítő Hugh Hendry
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Send us a text Chapters: 00:00 Confessions Part XXI Fed Irrelevant. Macro Has Changed 01:30 3D Macro 03:20 De Carbonisation / De Globalisation / Demographics 06:30 A Commodity Bull Market with no Brakes 07:20 Oil Price $180 to $65 but 13 y later, GDP +2x & Wealth +3x 08:30 Does DeCarbon De-Nuke Corporate Profits? 10:00 One Bank will become risk seeking; others will follow... 14:00 Worst Becomes Best - Why you should BUY @ 1998 prices 16:40 Renault sold more electric cars in EU than anybod...
