This is one of the best interviews I have seen recently on the geopolitical landscape.

The thoughts on oil are fascinating, they drive an extremely bearish view of how the Saudis are driving the current low oil price environment and what it could mean for power shifts in the Middle East and South America.

The debt in the US energy (shale) sector is a ticking timebomb which is massively exacerbated by the potential prolonged oil demand profile driven by COVID-19.