54:53

EssentialThe Essential Conversation

Can Europe Keep the Home Fires Burning?

Featuring Andreas Steno Larsen and Maggie Lake

Sep 13, 2022 • 54 minutes

Essential

The Essential Conversation

Can Europe Keep the Home Fires Burning?

With winter approaching and Putin using natural gas as a weapon of war, Mother Nature is in control.

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Featuring Andreas Steno Larsen and Maggie Lake

Sep 13, 2022 • 54 minutes

Headlines will tell you that Europe is in for a tough winter, with Vladimir Putin cutting off Russian natural gas exports at the onset of the heating-demand season. But is this “crisis” overblown? Real Vision’s Senior Markets Editor Andreas Steno Larsen joins Maggie Lake to separate fact from narrative when it comes to the European energy story – and to explain why he’s bearish on natural gas over the next three to four months. "Europe is not going to freeze,” Andreas forecasts, “but they are stuck in a big mess this winter." Andreas and Maggie also talk about the differences between the U.S. and the E.U. when it comes to growth as well as polarization and disinformation in the energy space and whether authorities have a plan (or even the power) to counter these problems. "We need to look at what’s already priced in" when it comes to Europe, notes Andreas. That’s the key to how he’s trading energy right now. Recorded on September 8, 2022.

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

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The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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