Maggie Finari
speaker
233 appearances
1 recordings
1 series
first heard Jul 2026
last heard 13 Jul
Maggie Finari’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
So we're also watching from that perspective oil prices to see if they start to gradually come down, which does help with the inflation piece.
But that would be the risk that we're looking at that kind of defines many of the other risks and many of the other things that people are speaking about in the market today.
It is to a degree, but it also creates growth in those markets.
So that can also be offset by productivity gains.
So you could have AI productivity gains come through, but you can have industrial or more cyclical productivity gains come through.
That also helps to offset some of that inflation and then lower oil prices.
So there are a few pieces that go into it.
So we're looking at the data and just looking to ensure that
that our portfolio is kind of able to push through those various macro events.
So, yeah, so that's right.
It's an area in and around that.
Maybe not only the US or China.
It could be that other countries are also looking to do the same.
But it could also provide a gateway, as we've seen, for alternative energy sources.
And those sectors, as we've also seen, start to rally as people look to not only oil, but other areas and sources of energy going forward, which could also then be deflationary from that perspective.
We don't have exposure to renewables.
Early on, just before the Iran war started, we had been thinking about energy and energy security.
We did put on an oil position that did very well.
So as a result, we look to sell that position.
But we are thinking longer term around energy security, going back to our European sovereignty theme.
Showing 201–220 of 233 · page 11 of 12
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