Back To RT Boom/Bust

On Thursday, November 23rd, I was recorded to be on RT Boom/Bust. The first half of it played that day, and the video of it is below:

We covered a lot of ground in a short amount of time.  Here are the topics, with articles of mine that flesh out my thoughts in more detail (if any):

The second half of it played today on October 31st, and the video of it is below:

Here we talked about the following:

I really appreciated being on the show.  Hope you enjoy the videos.  Thinking fast is a challenge, and you can often see me trying to gather my thoughts.

My thanks to Erin, the producer Ed Harrison, and their segment producer, Bianca.

 

Full disclosure: long LUKOY, ESV, NAVI and SBS for clients and me

David Merkel is an investment professional, and like every investment professional, he makes mistakes. David encourages you ...

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