This week we discuss... 1. OPEC spat and oil pricing 2. Natural gas market update and thoughts on 3. Didi IPO and subsequent crackdown by Chinese regulators 4. China risks to big tech and semiconductor industries 5. Macro update - review of Federal Reserve actions and what's coming next
E2127 - July 7, 2021
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Telltales
An investing podcast + substack for people who want to compound their wealth over the long run and don't mind sailing analogies
An investing podcast + substack for people who want to compound their wealth over the long run and don't mind sailing analogiesListen on
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Mike
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E2127 - July 7, 2021