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In episode one, Founder and Director of Research, Amrita Sen, is joined by Yasser Elguindi and Daniel Sternoff from our Macro Energy team to discuss what the macro backdrop means for energy markets, whether the recent jump in oil prices is justified, what a weaker dollar and easy monetary policy means for risk assets and what awaits us in terms of the COVID-19 vaccine distribution. Additionally, Daniel breaks down how the Democrats’ victory in Georgia opens the door for an ambitious tax, health, climate and infrastructure agenda.
By Energy AspectsIn episode one, Founder and Director of Research, Amrita Sen, is joined by Yasser Elguindi and Daniel Sternoff from our Macro Energy team to discuss what the macro backdrop means for energy markets, whether the recent jump in oil prices is justified, what a weaker dollar and easy monetary policy means for risk assets and what awaits us in terms of the COVID-19 vaccine distribution. Additionally, Daniel breaks down how the Democrats’ victory in Georgia opens the door for an ambitious tax, health, climate and infrastructure agenda.