“The price is $2.80 per conversation… the retailer can estimate its conversation charges by multiplying the expected number of conversations by that price.”
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Said on Australian Investors Podcast
Monetary Matters with Jack Farley · Preparing For 2027 Inflection in Global Liquidity | Michael Howell’s Bull Case For Bonds and Tepid View of Liquidity-Sensitive Assets
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bootstrapped a crude oil price from diesel prices to estimate an equivalent oil price
$160 a barrel
“The price is $2.80 per conversation… the retailer can estimate its conversation charges by multiplying the expected number of conversations by that price.”
“Last year the average price, and the price was pretty stable, was $3.50 a gallon for diesel in the U.S. It is right now $6.30 a gallon.”
“At one point, we had about a 80% correlation on a one-month basis between two-year treasury yields and the price of oil.”
“You can look at pricing, increasing your pricing to make more money”
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