Hey Kev. Thanks , this is great stuff ! I bought EWZ last quarter and slowly adding but the perspective of energy independence is something that wasn’t on anyone’s radar before the war broke out. I’m wondering if there will be a permanent risk premium on oil? And if net oil exporting EM countries can benefit ?
This is what the Professor Emeritus of Economics at MIT had to say this morning. It reminded me of your interview with Marko. I think he said something along the lines of “ Trump will taco but the Iranians will not eat the taco “.
Hey CC! Thanks for the kind words. And yes, I am with you. I am thinking about getting much more long South America. Everyone is focused on ME/China/US/etc.... meanwhile, does South America just quietly win? I am beginning to think so...
Hey Kev. Thanks , this is great stuff ! I bought EWZ last quarter and slowly adding but the perspective of energy independence is something that wasn’t on anyone’s radar before the war broke out. I’m wondering if there will be a permanent risk premium on oil? And if net oil exporting EM countries can benefit ?
https://x.com/ojblanchard1/status/2032053039566070081?s=46&t=o0ltzjzQJtNKHKg0l0lx6A
This is what the Professor Emeritus of Economics at MIT had to say this morning. It reminded me of your interview with Marko. I think he said something along the lines of “ Trump will taco but the Iranians will not eat the taco “.
I guess it takes 2 to taco.
Thanks again
Hey CC! Thanks for the kind words. And yes, I am with you. I am thinking about getting much more long South America. Everyone is focused on ME/China/US/etc.... meanwhile, does South America just quietly win? I am beginning to think so...
Thanks for writing in,
Kev