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Real Vision: Finance & Investing

The Next Big Trade - Doomberg, Michael Kao, and Harry Melandri Gather for a High-Level Energy Summit

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.11.1K Ratings

🗓️ 24 July 2022

⏱️ 69 minutes

🧾️ Download transcript

Summary

Here’s a full-length episode from Real Vision's original series, The Next Big Trade - be sure to subscribe. On this week’s jam-packed episode of The Next Big Trade, Doomberg, a Substack star and a low-key FinTwit legend, and Michael Kao, the CIO of the Kao Family Office, join Harry Melandri to talk about everything happening across crude oil, natural gas, and other key energy markets. Doomberg, Michael, and Harry survey the current landscape, ponder what’s on the horizon, and debate solutions to a developing global energy crisis. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0

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0:10.8

The new Samsung Galaxy Z Flip 5 and Chromebook, available on Vodafone.

0:18.3

Hey everyone! If you like this podcast, you should check out the full

0:21.4

finance journey at ReelVision.com slash next big trade to get the full view of what ReelVision

0:27.0

is all about. A video on demand platform you can watch anywhere. You'll join the most

0:32.1

thoughtful community in finance. More than 300,000 people who trust ReelVision to be the anchor

0:37.6

to truth in the financial world. To get started, visit ReelVision.com slash next big trade and use

0:43.4

promo code NBT20 to get 20% off our plus membership for your first year. Here's what's coming up

0:49.9

on this edition of Next Big Trade. Enjoy the show!

0:58.8

At a minimum, whether or not the gas turns back on, Europe has positioned itself so that

1:05.2

Vladimir Putin gets to decide the fate of the German people in 2022-2023. How is this accepted?

1:11.4

Hi everyone and welcome to the Next Big Trade. I'm your host Harry Malandry from MI2 Partners.

1:21.4

On this programme, I'll talk to some of the world's foremost traders about current trends in

1:25.2

markets and what they believe is a smart bet. We'll hear about their career journeys and,

1:29.9

of course, find out what they're targeting as their Next Big Trade. Enjoy the show!

1:36.4

Welcome to the Next Big Trade and thanks for joining us. This week is a little different

1:41.2

because we have two guests. Michael Cow is the founder of a Counttoss Capital Management,

1:46.6

which now primarily invests his family money, Mazeltov. He's been an investment business for 30 years

1:53.8

more and also writes a successful newsletter on a sub-stack called Cowboy Musings. Nice title.

1:59.9

I'm also joined by Dunberg, a star of sub-stack and financial Twitter. Dunberg's in-depth and

2:07.2

rather elegantly written analysis now has a regular audience of nearly 100,000 people per post.

...

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