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Apr 30 2022 Macro Outlook
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White Tundra Investments' seminar: Apr 30 2022 Macro Outlook
00:00 Intro
04:05 Commodity Pricing
13:27 Inventories
51:20 Demand
1:57:20 Supply
3:43:21 Price Impact on Economy
3:49:50 Impact of Renewables
3:58:06 Broad Market Macro
4:09:03 Q&A
00:00 Intro
04:05 Commodity Pricing
13:27 Inventories
51:20 Demand
1:57:20 Supply
3:43:21 Price Impact on Economy
3:49:50 Impact of Renewables
3:58:06 Broad Market Macro
4:09:03 Q&A
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