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Embark on an expansive journey to travel through the economic and political landscape of Europe and the Middle East, including a foray into energy geopolitics, with the esteemed Dr. James Thorne and our seasoned co-hosts Clem Miller and Steve Davenport.

We reflect on how the Russian invasion of Ukraine cut off the supply of cheap energy to European industries, damaging their competitiveness, and upended global energy markets.

We highlight North America’s emergent status as an energy superpower. We illuminate the importance of cheap electricity—not just for households but as a catalyst propelling cutting-edge technologies, namely AI.

We consider investment opportunities with globally oriented European stocks.

We also consider prospects within the oil services sector, the increased demand for uranium as an alternative fuel source, and the potential boon for the defense industry as Western militaries rebuild their weapons supplies.

Last, we broaden our discussion by confronting the burgeoning debt levels and higher bond yields that shadow Western economies, the role of China and Japan in holding such debt, and the potential long-term financial repercussions of such heavy debt loads.

Straight Talk for All - Nonsense for None


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