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That's real vision dot com forward slash free. Will inflation send commodities higher?

Will inflation send commodities higher?

Welcome to Real Vision Daily Briefing.

It's Tuesday, May 7, 2024.

I'm Ash Bennington.

Joined today by Doomberg, head writer of the Doomberg

Substack.

Welcome.

Hey, Ash, great to be here.

I got to say crosses off a key item on my bucket list to be interviewed by Ash Bennington on Real Vision.

I mean, who could ask for more?

I feel exactly the same way.

It's like, you know, a long time listener first time caller. I've been watching on Real Vision. And it's just a pleasure to have you here and to have this conversation with you today. Before we get into the weeds, I want to, since this is your first time having a conversation with me,

let's start at the 50,000 foot level and talk a little bit about the way you currently see energy markets, big picture. You You bet so we like to say the single most

important thing a macro analyst should should answer to themselves is is the global market for primary energy well supplied or in short?

And if it's long that informs a certain set of views and if the energy markets are short supplies are tight

...