The Grant Williams Podcast: Mike Rothman - PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 24 April 2022

⏱️ 13 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

My guest in the latest episode of the Grant Williams Podcast is the founder of Cornerstone Analytics, Mike Rothman. Mike’s experience in the energy sector is unparalleled - something he demonstrates conclusively in this excellent conversation. In his no-nonsense style, Mike picks apart today’s energy markets - with a particular focus on oil - and explains where consensus is likely right as well as the places that might cause a few surprises. Swiftly putting to rest the widely-held belief of a seamless transition to green energy any time in our immediate future, Mike explains why that misconception is problematic and the likely ramifications once realization dawns more broadly. As a reminder, Silver Tier subscribers to https://grant-williams.com get access to both Things That Make You Go Hmmm… and all editions of The Grant Williams Podcast, including The End Game, The Super Terrific Happy Hour, The Narrative Game, This Week In Doom and Shifts Happen.

Transcript

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0:00.0	Before we get going, here's a bit where I remind you that nothing we discussed should
0:14.1	be considered as investment advice.
0:16.6	This conversation is for informational and hopefully entertainment purposes only.
0:20.6	So while we hope you find it both informative and entertaining, please do your own research
0:25.6	or speak to a financial advisor before putting a dime of your money into these crazy markets.
0:32.6	We're about to listen to a special preview edition of The Crump Williams podcast featuring
0:41.6	my very special guest, Mike Rothman of Cornerstone Analytics.
0:46.2	With the energy sector fast becoming the focus of everybody, whether from an investment
0:49.9	perspective or otherwise, I'm delighted to have arguably the best energy analyst around
0:54.3	joining me to talk about the extraordinary forces at work within the sector.
0:58.5	As you'll hear, reducing the energy sector down to a very simplistic decision tree is
1:03.4	a huge mistake, but it's one many investors are making on a daily basis.
1:08.6	Every episode of The Crump Williams podcast, including the end game, the super terrific
1:12.0	happy hour, the narrative game, this week in Doom and my brand new series, Shift's
1:16.1	Happen featuring Luke Grommon, is available to copper and silver tier subscribers at my website
1:21.7	GrandDashWilliams.com.
1:23.7	Copper tier subscribers get access to all the podcasts, while members of the silver tier
1:28.0	get both the podcasts and my monthly newsletter, things that make you go.
1:32.6	So if you enjoy what you hear on the show and you want more high quality content like
1:36.4	it, please make your way over to GrandDashWilliams.com and join our exciting community today.
1:41.8	And with that, please enjoy the show.
1:51.7	Well, Mike, thank you so much for taking the time to join me.
	...

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