This week we cover...
1. Recent headwinds in the energy market related to the delta variant and inflation
2. The potential impact of what is happening in Afghanistan on macro and global energy markets.
3. We continue our discussion on the last 12 months of IPOs and dig deeper on Airbnb and Roblox
Theme song by Jayme Catsouphes is licensed under a Creative Commons License.
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