Global Markets
topic on 4 shows · 6 statements across 6 episodes
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Catalyst 
How I Built This 
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6 statements about Global Markets, every show
Bayes: Renewables hedge geopolitical disruption while fossil fuels hedge grid reliability
“Fossil fuels or conventional fuels are a hedge on reliability, ultimately, that they provide reliability benefits to a system that has become more reliant on, ah, intermittent sources of electricity, but clean energy systems or renewables are a hedge on geopol…”
Friedberg: Chinese research teams stop publishing once ahead of global market
“What we've seen in several instances is that the scientific research groups will publish and they'll publish slightly ahead. And once they get ahead of the market or they get ahead of the world, suddenly they stop publishing.”
Munger believes nearly all investment assets worldwide have become overpriced
“Damn near. Of course it could be possible. It's not only possible, it's likely, and it's actually happened.”
Chamath: Markets won't bottom until $30 trillion in liquidity is removed
“Number one is we need to reset supply and demand by taking 30 trillion dollars out of global markets. And then the second is we need an off ramp to this Ukraine Russia war so that there is predictable energy and food supply to the world so that folks can just …”
Jenkins: Corporate self-sanctioning stranded 1.5M barrels daily of Russian crude exports
“Already we're starting to see, I think the estimates are about a million and a half barrels of oil a day, which is, I think on the order of one or two percent of the global market of what normally would have been Russian crude being exported not finding a buye…”