Episode notes
Join Marty as he sits down with Tracy Shuchart (@chigrl) from Hedge Fund Telemetry to discuss:
- Oil Markets
- Misallocation of capital
- PE + O&G
- Fragile supply chains
- Rare Earth metals
- Bitcoin mining with flare gas
- Energy producers are the central banks of the future
- much more
Follow Tracy on Twitter
Check out Hedge Fund Telemetry
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