TIP572: Finding Value in the Oil Market w/ Josh Young
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 27 August 2023
⏱️ 74 minutes
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Summary
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| 0:00.0 | On today's show, we bring back oil expert Josh Young to give us an update on the oil |
| 0:07.6 | market. |
| 0:08.6 | Josh is the Chief Investment Officer and Founder of Bison Interest, which focuses on investing |
| 0:13.5 | strictly in oil and gas equities. |
| 0:16.4 | During this chat, we cover the highlights of the oil and gas market in 2023. |
| 0:20.8 | How buff it has shifted his investment in oil. |
| 0:23.7 | Why OPEC is sounding the alarm bells on an oil shortage? |
| 0:27.6 | The impact of the China reopening on oil demand. |
| 0:30.8 | Josh's thoughts on the US dumping their SPR reserve while China is building theirs. |
| 0:36.1 | How a rollover and shell production may impact oil prices. |
| 0:40.1 | Josh's approach to market timing in the oil market. |
| 0:43.1 | Josh's view on how his bullish oil thesis may be wrong and so much more. |
| 0:47.6 | We always enjoy bringing Josh on the show to keep us in the loop of what's happening |
| 0:51.3 | in the oil market so with that, here is my chat with Josh Young. |
| 0:59.2 | You are listening to the Investors podcast where we study the financial markets and read |
| 1:04.2 | the books that influence self-made billionaires the most. |
| 1:07.4 | We keep you informed and prepared for the unexpected. |
| 1:18.9 | Welcome to the Investors podcast, I'm your host today, Clay Fink, and the audience |
| 1:23.3 | is in great company today because we bring back Josh Young, Josh, such a pleasure having |
| 1:27.9 | you back. |
| 1:28.9 | Thanks for coming on. |
| 1:29.9 | Thanks for having me on, Clay. |
... |
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