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The Global Macro Litmus Test: Chemicals, Oil, & Political Uncertainty (w/ Paul Hodges & Max Wiethe)


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Brilliant analysis from Paul Hodges. We're moving from a "supply seeking" economy to a "demand seeking" economy and can no longer blindly ride a baby-boom bandwagon. Population dynamics have permanently shifted and the world has changed; perhaps COVID was just another wake-up call. 

Listen to the end for the excellent Q&A esp. talking about electric vehicles, Tesla, etc. 

 

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