Richard Diaz

speaker

477 appearances 2 recordings 1 series first heard Sep 2026 last heard 6d ago

Richard Diaz’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Sep 2026 with 2.

newest first · ▶ plays the moment

of your mouth.

It's transitory.

Make no mistake about that.

Yeah, now you're looking at the Bank of Canada

today, are we?

Steve, Steve, before you get into that, can you sorry, how well how do you define or how do you calculate uh inflation expectations?

Just cause I know Steve asked me that last week and I bottled it and I gave a shitty answer.

like the breakevens.

are you suggesting the I want

another indicator of population growth and stuff, just like you showed us.

Yeah.

are and we still do to answer your questions.

We still are really constructive on food and we still do hold a sizable position for our portfolio in our portfolio.

We think it's just a feed through really from higher natural gas prices, ammonia nitrate, Syria, all that stuff.

higher diesel prices is something.

I think it just hit $200 uh $200 a barrel, the crack spread for diesel.

I only know that because I follow Rory, friend of a show friend of the show on Twitter, who's excellent.

He's been flagging that for a while.

You know, crude oil's super useful.

And so are all the distillates.

Showing 381–400 of 477 · page 20 of 24