Extreme low rates and quantitative easing for over a decade have resulted in cumulative credit buildup everywhere that is now in the process of blowing up, with margins compressing because green movement underinvestment in materials and energy has left demand inelastic while supply remains constrained, making a collapse in energy or energy demand highly unlikely and making cost increases extremely probable.

causalpending

Speaker

Mike Taylor

Evidence Quote

“we've had extreme low rates with the help of quantitative easing uh for a decade...cumulative build of uh credit everywhere...blowing up...because of the green movement, we've had a very long over decade long underinvestment in materials and energy”

Source

Biggest. Bubble. In. Capital. Market. History | Mike Taylor 1-on-1 With Keith McCullough— Hedgeye
Created: 8/10/2026, 11:06:55 PM

My Notes

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