Europe Just Doesn't Have the Power

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 31 August 2022

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

Europe’s energy crisis is getting worse, stoking inflation as well as fear of “conflict and strife” on the continent. Euro-area economic confidence dropped to a 19-month low in August, as France accused Russia of using natural gas as a “weapon of war.” Recent price action suggests investors are pricing in the demand impact on energy markets. Still, with European policymakers desperately seeking long-term solutions, the nuclear option is back on the table. Tony Greer, the founder of TG Macro, joins Real Vision’s Maggie Lake to talk about the energy crisis in Europe, the policy choices that contributed to it, what can be done now to fix things for the future, and how we can trade it. We also hear from Mark Nelson about why nuclear power will save Europe. Watch the full video featuring Mark Nelson and Andreas Steno Larsen here: https://rvtv.io/3cu9tiy. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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1:19.4	Is there opportunity in this down market? Hi everyone. Welcome to the real vision daily
1:23.3	briefing here with us today's Tony Greer editor of the Morning Navigator Newsletter. Hi,
1:28.1	Tony.
1:29.1	Thank you. How are you today? I'm okay. How you doing? Fabulous. Thank you. What's cooking?
1:34.3	So you're probably one of the few people saying that, Tony. It's been sort of a tough beginning
1:40.6	of the week, end of last week, and we saw today stocks, bonds, oil, gold, all moving lower.
1:46.3	What do you make of this market action? Man, it's a tug of war in it, right? I kind of
1:51.9	see a tug of war every day between the recessionists and the inflationists as we call them. Obviously,
1:59.6	we had a massive headline last Thursday with Jerome Powell at Jackson Hole where, you know,
	...

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