Hey all.
IMO the greatest risk we have currently to oil would be a massive lockdown or slowdown in China leading to an unprecedented reduction in demand.
As a result, I went searching for information on China to understand what’s going on there and possibly what to watch out for as risk indicators for trouble in China. I was fortunate enough to find Jason Szeftel. Jason is very knowledgeable on China and provides some truly great information and context on a country that feels very unfamiliar to most. China is not as united, nor bulletproof as we may think. China is a country with its own problems to work though and Jason does a good job of describing what China’s country and economy look like today, what issues they have, and how they got there.
If you’re interested, give it a watch!
Really looking forward to hearing some thoughts on this one..
Tav’s 2 Cents – Jason Szeftel https://youtu.be/mZQ8g2tkDew
