Russell Clark on Two Troubled Sectors

Apr 12, 2019 • Duration: 01:09:55 • Topic: Commodities, US Dollar, Oil, Commodities

Russell Clark of Horseman Capital has been building a short thesis on US shale oil and semiconductor stocks. He thinks that the decline in shale sand efficiency will be a force that drives the oil price higher and put downward pressure on the USD as future foreign investment diverts away from the US to alternative international opportunities. Filmed on October 11, 2018 in London. Watch more at https://www.realvision.com.

Guest Name

Russell Clark

Anchor Name

Roger Hirst

Keywords Name

Commodities, US Dollar, Oil, Commodities

Show Name

Real Vision Classics