42:19

EssentialThe Exchange

How Easy Money Enabled The Shale Evolution

Featuring Danielle DiMartino Booth and Tracy Shuchart

Dec 23, 2019 • 42 minutes

Essential

The Exchange

How Easy Money Enabled The Shale Evolution

Danielle DiMartino Booth and Tracy Shuchart have teamed up on a new report exploring the role of monetary policy in advancing the shale industry.

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Featuring Danielle DiMartino Booth and Tracy Shuchart

Dec 23, 2019 • 42 minutes

Danielle DiMartino Booth, CEO of Quill Intelligence, and Tracy Shuchart have teamed up on a new report exploring the role of monetary policy in advancing the shale industry. In this conversation with Real Vision's Ed Harrison, DiMartino Booth and Shuchart (perhaps best known as @chigirl on Twitter) examine the stunning correlation between the Fed's balance sheet and U.S. oil production, the explosion of high yield issuance in the sector, and the impending wall of maturity. Filmed on December 11, 2019 in New York. You can find more detail in their report here: https://www.realvision.com/schuchart-dimartino-booth-report.

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A single, actionable financial question is addressed by three people over the course of a half hour, resulting in an engaging conversation that is both entertaining and enlightening. Topics covered are far-reaching and cover geopolitics, macro trade opportunities and current events.

More Episodes

A single, actionable financial question is addressed by three people over the course of a half hour, resulting in an engaging conversation that is both entertaining and enlightening. Topics covered are far-reaching and cover geopolitics, macro trade opportunities and current events.

More Episodes

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