This Week In Doom Ep. 2 - Rory Johnston PREVIEW

The Grant Williams Podcast

Grant Williams

Business, Business:investing, Investing

4.8 • 1.6K Ratings

🗓️ 21 February 2022

⏱️ 12 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Episode Two of This Week In Doom sees The Chicken and me welcome our first guest, Rory Johnston whose work at his Substack, Commodity Context, is absolutely indispensable and, given the current dynamics in energy markets, looks set to become more so with each passing week. In this fascinating discussion, Rory walks us through the oil industry from some basic concepts to some of the more nuanced factors affecting supply and demand and offers a set of insights rooted in years of experience analyzing the sector for one of Canada’s biggest banks. From pipelines to politics, Rory breaks down the oil & gas sector with the precision of a surgeon, proving exactly why he was the perfect opening guest on This Week In Doom as we try to bring under- followed analysts and content creators to a broader (and deserved) audience... Every episode of the Grant Williams podcast, including This Week In Doom, The End Game, The Super Terrific Happy Hour, and The Narrative Game, is available to Copper, Silver and Gold Tier subscribers at my website www.Grant-Williams.com. Copper Tier subscribers get access to all podcasts, while members of the Silver Tier get both the podcasts and my monthly newsletter, Things That Make You Go Hmmm… Gold Tier subscribers have access to my new series of in-depth video conversations, About Time.

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 This Week in Doom featuring my co-host
0:42.0	and the beast little chicken in the farm yard, Doomburg, and a very special guest, Rory
0:46.2	Johnston.
0:47.2	But the goal of This Week in Doom is to help you, the audience, discover a series of
0:51.6	unknown contributors who are in Doomburg's words criminally under-followed.
0:56.1	This is the first in a series of conversations with people who have an area of focus that
1:00.0	we both believe warrants a much, much bigger audience.
1:03.6	This week Rory joins us to talk about his particular field of expertise, the oil and gas sector.
1:08.1	And as you'll discover, not only is there plenty more to this space than you might think,
1:12.0	but Rory has both a wealth of knowledge to share and the ability to communicate that knowledge
1:16.4	in a very effective way.
1:18.9	Every episode of The Grant Williams Podcast, including the endgame, The Super Terrific
1:22.2	Happier, The Narrative Game, and this brand new series This Week in Doom featuring
1:26.2	everybody's favourite green chicken, Doomburg, is available to copper and silver tier subscribers
1:30.6	at my website, Grant-Williams.com.
1:33.9	Copper tier subscribers can access to all the podcasts, while members of the silver tier
1:37.8	get both the podcasts and my monthly newsletter, Things that Make You Go, hmmm, so if you enjoy
	...

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