On today's episode of "On the Margin", Doomberg, everyones favorite green chicken, joins the the show for an update on the European energy crisis.
After making bold claims throughout 2021 on the global energy situation, and particularly in Europe, Doomberg provides an update on the state of the European energy crisis. How severe will the impact of high energy prices be for Europe ahead of winter, particularly global manufacturing hubs such as Germany? Finally, Doomberg discusses the effect of energy on currencies around the world, but to hear that, you'll have to tune in!
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Timestamps:
(00:00) Introduction
(00:57) Doomberg's Core Energy Thesis
(07:01) The Energy Situation In Europe
(10:15) The Law of Antilogic
(13:55) Energy Price Controls
(17:18) How Energy Is Effecting Currencies
(19:41) The Dollar Wrecking Ball
(22:52) Circle Ad
(24:13) Powell Will Hike Until Something Breaks
(27:52) The BoJ Will Not Be Bullied
(30:44) What Is Happening In China?
(35:58) Entering A Period of Stagflation
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Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
