Josh Friedman: Global energy depletion is roughly 10% per year without new supply
Josh Friedman · Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263) · Jul 25, 2022 · at 49:44
Josh Friedman, co-founder of Canyon Partners, explains why Federal Reserve monetary policy cannot easily solve structural energy inflation.
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“Depletion is Something like 10% a year, and there's no new supply, and demand keeps coming from different parts of the world.”
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