March Madness of Macro: Quinn Thompson on Energy and Equity Fragility
Most investors are caught off guard by the dizzying shifts in the macro landscape — especially as energy prices, geopolitics, and supply chain disruptions collide in unexpected ways. Quinn Thompson, CIO at Lekker Capital, pulls back the curtain on how a 40-year geopolitical saga is culminating in today's energy crisis, and why traditional macro models no longer apply. Quinn shares why the energy market is just the tip of the iceberg, with supply chain constraints threatening everything from agricultural staples to critical minerals. He breaks down the fragile state of global geopolitics…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.