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BQP 052: Tracy Shuchart
Wednesday, 2 February, 2022

Tracy is an oil analyst by trade, but her independent thought and fearlessness of digging into the world of macro economics and politics makes her unconventional and special. TIMESTAMPS: 1:41 Energy - the most important sector 5:13 The basket case that is Europe 9:20 Planned crisis, pure stupidity, or both? 11:54 Shale, funding & the impact of ESG 17:16 Thoughts on base metals 25:17 Effects on food production 33:46 Inflation or deflation? 36:30 What Tracy is monitoring

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