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