X @Michaël van de Poppe

I sat down with @JoshYoung, CIO of Bison Interests - the fund that returned 349% in a single year on oil.He told me this war is far from over. And the real crisis hasn't even started."I don't think the market is ready for a civil war in Bahrain or whatever. That would be catastrophic from an oil market perspective because it would introduce potential further disruptions and it could be a cascade of an Arab Spring two or three."Full episode on @new_era_finance.TIMESTAMPS:00:00 — Why This is Worse Than 202203 ...