This week we discuss...
1. OPEC spat and oil pricing
2. Natural gas market update and thoughts on
3. Didi IPO and subsequent crackdown by Chinese regulators
4. China risks to big tech and semiconductor industries
5. Macro update - review of Federal Reserve actions and what's coming next
This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit telltales.substack.com
