Episode Details
| Title | Growth and Geopolitical Risk |
|---|---|
| Date | 10/16/2019 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $OILRISK - Increased risk of oil supply disruptions following recent attacks on Saudi infrastructure, suggesting potential for higher oil prices due to geopolitical instability.
- “I think after this attack, the risk of another disruption is materially higher than perceived over the last six months.” - Damien (6:13)
- “I would say that the future is likely to be far more turbulent than the recent past.” - Richard Haass (17:45)
- 🟢 $SHALE - 🔒
Bearish:
- 🔻 $OIL - 🔒
- 🔻 $MIDEAST - 🔒