Marko Papic: Game Over For The Oil Bulls

Marko Papic: Game Over For The Oil Bulls

52 Minuten
Podcast
Podcaster
A unique financial markets podcast hosted by two young European macro stars that not only delivers insightful macro content, but also actionable investment ideas to investors across the world.

Beschreibung

vor 1 Jahr
On today’s episode of “The Macro Trading Floor,” Andreas and
Alfonso welcome Marko Papic Partner and Chief Strategist at
Clocktower Group. With such a massive bull run in energy,
particularly Oil since the March 2020 lows, is the bull run
sustainable? With a geopolitical premium priced into energy markets
since the Russian invasion of Ukraine, are oil and gas markets set
to take another leg higher, or retrace 2021 & 2022 gains like
the past couple of months? Marko walks through all of the factors
at play and also shares his actionable trade idea, but to hear
that, you'll have to tune in! -- Follow Marko:
https://twitter.com/Geo_papic Follow Andreas:
https://twitter.com/AndreasSteno Follow Alfonso:
https://twitter.com/MacroAlf Follow Blockworks:
https://twitter.com/Blockworks_ Subscribe To The Macro Compass:
https://themacrocompass.substack.com/ Subscribe To Stenos Signals:
https://andreassteno.substack.com/ Get top market insights and the
latest in crypto news. Subscribe to Blockworks Daily Newsletter:
https://blockworks.co/newsletter/ -- Referenced In The Show: Nord
Stream nightmare: Has Putin stopped Europe's gas for good?
https://www.politico.eu/article/europe-russia-energy-gas-crunch-nord-stream-shutoff-ukraine-war/ 
Heathrow tells airlines to stop selling tickets for flights this
summer
https://www.ft.com/content/9e76ca20-406f-46a8-8cec-d7627ea38f91 --
Timestamps: (00:00) Introduction (01:41) Top Stories Of The Week
(11:17) Feature Interview With Marko Papic (16:35) Has Putin
Stopped Europe's Gas For Good? (21:47) Can Europe Handle The Energy
Shortage? (25:40) Chinese Oil Demand (33:14) What Could Go Wrong
With Marko's Trade Idea? (35:11) Biden Heads To Saudi Arabia
(37:16) Final Thoughts (40:56) Post Interview: Final Thoughts --
Disclaimer: Nothing discussed on The Macro Trading Floor 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.

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