Risk Management & An Unconventional Trade: Shale
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- Опубліковано 21 жов 2024
- Russell Clark, one of Real Vision’s favorite guest-personalities, returns for another engrossing conversation with Raoul Pal. Russell always brings fresh perspectives, and Raoul is always keen to draw on his current thinking to help make sense of what’s happening around us. In short, Russell’s current sense is that everything has changed. In a far-ranging conversation, Russell and Raoul weigh the impact of innovations such as extracting oil and gas from shale, the ongoing center-of-gravity shift from capital to labor, and the vulnerabilities of centralized risk management. Russell notes that clearing houses are now the center of trading activity; they price risk differently than central banks, and he describes how that works and how that doesn't work. “The collateral,” says Russell, “can never go bust.” The world is changing, rapidly. This is a great way to catch up. To read more of Russell's work, visit www.russell-clark.com. Recorded on March 1, 2022.
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Is this a recent discussion? If so very very interesting.
Russell looks and sounds beaten down, tough world out there.
List of stocks to invest in?
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George Costanza liked this
Hello, what exactly was different with the US 7 years ago?
Isn't the usd dollar the strongest / pretties girl at the dance. It isn't the strong but it is relatively to the rest of the world. Maybe not the ywen.
Also all this localisation of production means alot more inflationary. Not sure how to measure the onboarding of this production to each country though.
Throw the guy some prozac .
I would like to understand, what if spending is cut and austerity done for a decade?
I like what he says at the beginning. The financial world is so corrupted that irrational reactions (especially on stocks) are the name of the game. Hard to excel in that context if you're not one of the insiders
Maybe Peter Zeihan is right re energy independence and the secondary effects stemming from that
Dude sounds depressed
Yea a lot of the older guys getting rekt because they look at old tradfi fundamentals and think they still apply in the current environment.
What's the updated perspective? Trade TSLA at 200 PE in 2022, 300 PE in 2023, etc.?
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