Tortoise QuickTake Podcasts

Energy Podcast: The macro certainly overshadowed fundamentals for midstream energy last week

Episode Notes

In this week’s energy podcast, Senior Portfolio Manager James Mick discusses:

• Two primary forces that drove macro news: the Fed and China
• Tuesday’s election not producing the expected red wave- and the market doesn’t like surprises
• Better-than-expected CPI results on Thursday
• China’s developing plan to lighten up its zero Covid policy in 2023, which should be positive for energy demand

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