The Energy Bull Market Just Started

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 10 June 2022

⏱️ 102 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 50 of The Compound and Friends, Simon Lack joins Michael Batnick and Downtown Josh Brown to discuss the energy recovery, Tiger Global, hedging inflation, the vanishing IPO market, the ESG reckoning, and much more! This episode is sponsored by Direxion. Visit https://www.direxion.com/product/breakfast-commodities-strategy-etf to learn more about Direxion's new Breakfast Commodities Strategy ETF. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	You know when we get when we do a good pressure, I'll change my pants. I did bring a pair of jeans
0:03.6	You can leave the pants. I think I waste up. I think for social media the pants are gonna play
0:13.5	Michael is working from home at work
0:17.9	Yeah, things don't change as much as you think Michael is the real hybrid
0:22.0	What made his pants these are they're nice pants
0:25.6	Yeah, I like them. They're more than 19 hours. They're more than 19
0:30.0	Really show off you know, they bring out my calves
0:33.3	What is that?
0:37.6	Love it
0:39.6	Let's see what we got going on here. So it's been two two straight weeks of good Thursdays in terms of markets
0:44.7	It would have been like five weeks in a row of like terrible Thursday afternoons
0:50.5	Last week was good. I think before that was good. Now we're rolling back to we're back to Thursday
0:56.1	He's bullish now no
0:59.3	Peter Mel
1:05.2	Probably not good it's not gonna be good at this point is it just like
1:11.5	All energy I mean that's what we focused on most of the time and the fundamentals are so good then
1:19.3	He's the only person that when he goes to the gas station. He's rooting for higher prices
1:23.6	prices. You're such a, you're an anti-patriot. What do we call those people traders?
1:26.8	You're a trader. Richer than a hero going. Fair enough. Listen, that was, that was a,
1:32.2	that was a lean year 2020 when the price of oil went negative. 2020. Yeah. It sucked. Yeah.
1:37.5	It sucked big time. Yeah. Because you guys are doing what? Well, we're Pipeline. So we're
1:42.3	midstream. Yeah. But this, so we don't drill for oil. Right. But Pipeline stocks got crushed as
	...

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