Join Marty as he sits down with Tracy Shuchart (@chigrl) to discuss the ESG backlash happening across the world. They also discuss how flattening the curve, growth recession is the new narrative and why natural gas is the perfect transition tool for emerging markets.

Follow Tracy on Twitter: https://twitter.com/chigrl

Check out Hedge Fund Telemetry https://www.hedgefundtelemetry.com/

Timekeeper:

0:00 - intro 5:04 - opening riff 6:14 - energy bailouts 8:00 - do price controls work? 12:20 - inciting an energy, food and currency crisis 14:05 - fracturing of the ESG narrative across the world 18:00 - renewable tax credits are not what they seem 19:10 - relationship between the usa and saudi arabia 21:40 - time to overthrow the unproductive politicians 24:50 - need less regulation 27:00 - Is the world going to end? 30:45 - what are the core problems 34:45 - esg falling out of favor in the world 36:30 - natural gas is the perfect transition tool for emerging markets 39:08 - lng is getting kicked in the teeth by the biden administration 41:30 - stranded energy has more use cases 46:58 - leaving canada 48:20 - how is trudeau still in power 52:00 - states need to stand up 53:00 - bitcoin mining permanent funds 55:00 - when does the crisis start? 57:00 - growth recession is the new narrative 59:50 - time to stand up? 1:03:42 - keep your eyes on the currency markets 1:05:19 - ending riff