I'd listened to the Chris Joye interview with Grant. The topic that you highlight hit me like a punch to the face when Chris discussed it. Doomberg has also picked up on this. When you look at things through this lens, everything makes sense and I see this all around me. Inflation ain't coming down easily ... then you look at the utter failure of the ESG green energy nonsense (e.g. offshore wind and German solar farms failing) and us old school energy investors are looking pretty good right now.
I'd listened to the Chris Joye interview with Grant. The topic that you highlight hit me like a punch to the face when Chris discussed it. Doomberg has also picked up on this. When you look at things through this lens, everything makes sense and I see this all around me. Inflation ain't coming down easily ... then you look at the utter failure of the ESG green energy nonsense (e.g. offshore wind and German solar farms failing) and us old school energy investors are looking pretty good right now.
That interview with Luke was fantastic. Thanks for sharing!
I'll 2nd that. & note there are 2 good parts / vids.
You had me at "fiat jobs".