Wishing you a very Happy Easter from all of us here at Southbank Investment Research!
Boaz Shoshan here, over from Capital & Conflict. It’s been quite a while since I’ve written for Exponential Investor, but I’ve taken the reins from Harry today as a “special situation” has arisen.
Now, hopefully you’ll be spending this long weekend with family and friends (in the sunshine if we’re lucky). But if you get a spare moment, I’ve a video for you.
It’s a conversation I had with James Allen, our energy specialist on a unique situation building in the energy market: a credit crunch, but in crude oil.
If James is right about this, this will have implications not only for your investments (oil is the blood of the global economy), but for the global balance of power. However, chaos in “subprime oil” will bring forth opportunities as well as risks, which is where James’s expertise comes in.
The video above is part one of two, focusing on the situation at hand. Part two will arrive in your inbox on Monday, where we focus on the global implications of a “Crude Credit Crunch” – and the company he’s identified that stands to gain from it on a “win-win” basis.
Editor, Southbank Investment Research
PS If you like this style of content, do make sure you’ve put your name down for our Gold Summit, as we’ve a whole host of interviews with financial experts on what they see coming in the future. If you’re into “petro-politics”, one guest in particular, Luke Gromen, had a lot to say on China’s ambitions in the oil market, and how they’re using gold to facilitate their rise to prominence. Click here to sign up and watch the video when it goes live.