E2127 - July 7, 2021

from Telltales · host Mike Nicoletti

This week we discuss... 1. OPEC spat and oil pricing2. Natural gas market update and thoughts on 3. Didi IPO and subsequent crackdown by Chinese regulators4. China risks to big tech and semiconductor industries5. Macro update - review of Federal Reserve actions and what's coming next This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com

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This episode was published on July 7, 2021.

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