Market optimism vs reality: the taco trade

World energy supplies have been disrupted by the Iran war. But how long will they take to return to normal after the war is over? Today on the show, Katie Martin and the FT’s energy editor Malcolm Moore game out global energy outcomes. Also, they go long coal and short the wisdom of the markets.

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You can email Robert Armstrong and Katie Martin at unhedged@ft.com.

Read a transcript of this episode on FT.com

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