Energy: What Does the Commodity Crash of 2015 Mean for Your Portfolio?
Industry Focus
The Motley Fool
4.6 • 854 Ratings
🗓️ 23 October 2015
⏱️ 19 minutes
🧾️ Download transcript
Summary
Glencore is known as a giant in the commodities sector, but their recent bout of bond needs has left investors fearing the worst outcome for the company.
Meanwhile, Petrobras is trying to save face as Brazilian currency takes a dive, and Tyler has a favorite stock, Enterprise Products Partners; but there's a fun fact behind this company that might have you jumping on the investment train as well.
Transcript
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| 0:00.0 | We're talking about the effects of the commodity crash on this energy edition of Industry Focus. |
| 0:07.0 | Greetings fools, I am Sean Riley here at Fool Headquarters in Alexandria, Virginia. |
| 0:15.0 | It is Thursday, October 22nd, 2015, and joining me are the coolest cats in town, Tyler |
| 0:20.2 | Crow and Taylor Markerman. How's it going guys? |
| 0:22.2 | Not too good, man. I don't know how like being called a cat, but at least it says cool in front of it. |
| 0:27.0 | You're the coolest cat, man. |
| 0:29.0 | I like how you threw out October 22nd. We should let everybody know. We are pre-recording this. You just had to go full disclosure on us. |
| 0:36.0 | Let's be fair. Everybody, because who knows? What way happened next week? |
| 0:39.0 | It's October 22nd to them. To them, yes. But since Sean and I will be in Houston next week doing some |
| 0:44.4 | interviews with company executives are you currently in he or are we doing it |
| 0:48.5 | right now yeah we gotta go back future so pre-recording, so if anything happens between last Thursday and what you're hearing today, |
| 0:58.6 | sorry, we... |
| 0:59.6 | That is why. |
| 1:00.6 | You'll hear about it next week. |
| 1:02.0 | So guys, we talk a lot about how oil prices have crashed over the last year, but really |
| 1:06.1 | the carnage in the commodity sector hasn't been limited to the black gold. |
| 1:09.8 | The S&P GSCI commodity index is down 18% over the past year, copper is down 24%, iron ore has been |
| 1:16.6 | in a perennial bear market for five years and is down 30% year to date, or over the last 12 months |
| 1:21.0 | I should say. |
| 1:22.0 | Needless to say, it's kind of been rough if |
| 1:24.8 | you deal in commodities. This leads us to our first story. Analysis put up about |
| 1:29.8 | Bank of America. It says global financial firms have over a hundred billion dollars of exposure to |
... |
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