•  

TIP572: Finding Value in the Oil Market w/ Josh Young

0
0

On today’s show, we bring back oil expert Josh Young to give an update on the oil market. This discussion touches on Buffett’s updated oil positions, why OPEC is encouraging others to invest more in oil production, the impact of the China reopening on global oil demand, and more.

Josh is the Chief Investment Officer and Founder of Bison Interests, which focuses on investing strictly in oil and gas equities.


IN THIS EPISODE, YOU’LL LEARN:

00:00 - Intro.

01:53 - The highlights of the oil and gas market in 2023.

04:08 - How Buffett has shifted his investments in oil.

11:00 - Why OPEC is sounding the alarm bells on a shortage of oil.

16:13 - The impact of the China reopening on oil demand.

23:03 - Josh’s thoughts on the USA dumping their SPR reserve while China is building their reserves.

29:14 - How a rollover in shale production may impact oil prices.

33:13 - How heavily the supermajors are reinvesting back into new production.

38:09 - Josh’s view on alternative energy sources.

43:47 - Josh’s approach to market timing in the oil market.

52:59 - What the price of oil may indicate for current economic conditions.

53:34 - How oil stocks have performed since 2022.

65:42 - Josh’s view on how his bullish oil thesis may be wrong.

69:02 - How higher interest rates are impacting the oil industry.


Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.


BOOKS AND RESOURCES


NEW TO THE SHOW?


P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!


SPONSORS

  • Invest in Bitcoin with confidence on River. It’s the most secure way to buy Bitcoin with 100% full reserve custody and zero fees on recurring orders.
  • Reach the world’s largest audience with Linkedin, the place to B2B. Plus, enjoy a $100 credit on your next ad campaign!
  • Get a customized solution for all of your KPIs in one efficient system with one source of truth. Download NetSuite’s popular KPI Checklist, designed to give you consistently excellent performance for free.
  • Choose Toyota for your next vehicle – SUVs that are known for their reliability and longevity, making them a great investment. Plus, Toyotas now have more advanced technology than ever before, maximizing that investment with a comfortable and connected drive.
  • Take ownership of your Bitcoin with Foundation. Attain self-custody with Passport hardware wallet.
  • Experience real language learning for real conversations with Babbel. Get 55% off your Babbel subscription today.
  • Be confident that you’ll be small businessing at your best with support designed to help you reach your goals. Book an appointment with a TD Small Business Specialist today.
  • Send, spend, and receive money around the world easily with Wise.
  • Make investing in Short Term Rentals aka Air-BNBs simple, passive, and profitable with Techvestor. Listeners of We Study Billionaires get better terms by just mentioning “We Study Billionaires!” Sign up and book your call with their Investor Relations Team to get started today.
  • Return to the all-access world of the rich and powerful. Don’t miss new episodes of Billions streaming now on Paramount Plus with Showtime plan.
  • Beat FOMO and move faster than the market with AlphaSense.
  • Start, run, and grow your business without the struggle. Be in control of every sales channel with Shopify. Sign up for a $1 per month trial period today.
  • Invest in some of the top private, pre-IPO companies in the world with Fundrise.
  • Support our free podcast by supporting our sponsors.


HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.


No comments yet...
Log in to comment
New
0 0 0
Yesterday

TIP638: Gold w/ Lyn Alden

In this episode, Stig Brodersen talks with investment expert Lyn Alden about why gold has recently h…
0 0 0
2024-06-14

TIP637: Jeff Bezos Letters w/ Clay Finck

On today’s episode, Clay reviews Jeff Bezos’ shareholder letters and shares his biggest takeaways.Je…
0 0 0
2024-06-14

TIP637: Jeff Bezos's Shareholder Letters w/ Clay Finck

On today’s episode, Clay reviews Jeff Bezos’ shareholder letters and shares his biggest takeaways.Je…
0 0 0
2024-06-12

BTC186: Fiat Food & Bitcoin w/ Matthew Lysiak (Bitcoin Podcast)

In this episode of the Bitcoin Fundamentals Podcast, investigative journalist Matthew Lysiak discuss…
0 0 0
2024-06-09

TIP636: Billionaire Investing Legend Li Lu w/ Clay Finck

On today’s episode, Clay dives into the investment approach of billionaire value investor Li Lu.Li L…
0 0 0
2024-06-05

BTC185: AI Compute with Bitcoin Mining w/ Andrew Edstrom and Jesse Myers (Bitcoin Podcast)

In this episode of the Bitcoin Fundamentals Podcast, Andy Edstrom and Jesse Myers discuss the recent…

We Study Billionaires - The Investor’s Podcast Network

We interview and study famous financial billionaires, including Warren Buffett, Ray Dalio, and Howar…

Log in to Follow

More episodes from We Study Billionaires - The Investor’s Podcast Network

Top Podcasts Top rated Podcasts