The Next Big Trade - Warren Pies on Why It's Good To Be Long Energy

Real Vision: Finance & Investing

Real Vision

Business News, News, Investing, Business

4.1 • 1.1K Ratings

🗓️ 18 September 2022

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

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Summary

Warren Pies is overweight energy for multiple reasons. The founder of 3Fourteen Research joins Harry Melandri to make the bullish case for everything related to hydrocarbon extraction, production, and delivery to market, citing years of poor management and negative cash flow as the primary reasons the sector was discounted. Warren explains why high-quality energy stocks should have a place in any long-term portfolio – and he notes that some housing exposure might be a good idea right now too. Never miss an episode of Next Big Trade - subscribe here. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey everyone, if you like this podcast, go behind the paywall to get privileged access
0:07.5	to these smartest minds in finance.
0:09.8	Join the Real Vision community and learn how to become a better investor.
0:13.2	Visit RealVision.com slash RVPod and use the promo code Podcast10 to get 10% off our
0:19.4	essential membership for the first year.
0:21.8	Here's what's coming up on this edition of the next big trade.
0:27.2	I don't actually think that we're going to have this persistent inflation because if
0:31.1	we had inflation prints next year like we had this year, it would imply massive increases
0:37.6	in energy prices that are unsustainable for the global economy.
0:44.0	Hi everyone and welcome to the next big trade.
0:46.8	I'm your host Harry Malandri from MI2 Partners.
0:50.0	Enjoy the show.
0:52.7	This week we're joined by Warren Pies of 314 Research prior to founding 314 in 2020.
1:00.4	Warren led Ned Davies researches energy and commodity strategy group.
1:04.6	Hi Warren, how's it going?
1:06.5	Good.
1:07.5	Happy to be here.
1:08.5	Thanks for having me.
1:09.5	Well, we can fix that.
1:10.5	Thanks.
1:11.5	We can ruin that day easily.
1:13.3	All right.
	...

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