The Crude Conundrum and Digging in to the Fertilizer Boom. 03/24/22
CNBC's "Fast Money"
CNBC
3.9 • 1.3K Ratings
🗓️ 24 March 2022
⏱️ 44 minutes
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| 0:00.0 | Live from the Nasdaq Market site in Times Square, this is Fast Money I Am Brine. |
| 0:05.6 | Solving in from a list of tonight, your trader line up today, Guy Adami, Dan Nathan, |
| 0:11.0 | Bono and Icent and Pete Egerian co-founder of MarketRebellion.com. |
| 0:15.3 | Head on fast, the semi-surged shares of NVIDIA, Intel, AMD, topping the tape today, |
| 0:21.7 | look at what is behind this tech turnaround, and what a chip revival may mean for the macro |
| 0:26.4 | market. |
| 0:27.4 | Plus, helping your money grow, with fertilizer, a top analyst said to tell us why the |
| 0:33.9 | war in Ukraine sanctions against Russia analyzing natural gas prices are reasons to dig into |
| 0:39.4 | the ag complex. |
| 0:40.4 | And check out this mystery chart, here's a big hint, it's a Dow component and in the |
| 0:46.4 | last eight days has jumped nearly 15 percent. |
| 0:49.5 | Oh, by the way, it also added the equivalent of a PNG and almost a Walmart in its market |
| 0:56.2 | cap, and just over a week, that's a big hint, a name and that trade coming up. |
| 1:02.4 | All right, hello everybody, a lot to do tonight, and why don't we start what we'll call the |
| 1:06.5 | Crude Conundrum. |
| 1:08.7 | Social and Environmental Concerns continue to have a growing crowd calling for big funds |
| 1:12.7 | and endowments to dump any fossil fuel investments. |
| 1:16.8 | The latest Chicago City Council banning investments in coal, oil and gas companies. |
| 1:22.8 | That was really nice on paper, but as we're finding out in Europe, energy security is |
| 1:27.1 | also national security and scarce supply and rising prices have made domestic production |
| 1:32.6 | even more important, at least in the near term. |
| 1:35.6 | Take this, JP Morgan, Chase, CEO, Jamie and Diamond calling for something like a new Marshall |
... |
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