BQP 052: Tracy Shuchart
Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging into the world of macro economics and politics makes her unconventional and special. TIMESTAMPS: 1:41 Energy - the most important sector 5:13 The basket case that is Europe 9:20 Planned crisis, pure stupidity, or both? 11:54 Shale, funding & the impact of ESG 17:16 Thoughts on base metals 25:17 Effects on food production 33:46 Inflation or deflation? 36:30 What Tracy is monitoring