Why Energy Is Underperforming

Real Vision: Finance & Investing

Real Vision

Investing, Business News, News, Business

4.1 • 1.1K Ratings

🗓️ 25 February 2023

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

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Summary

The energy sector has been the weakest performer in the U.S. equity market over the past month, despite China ending its zero-covid policy. So, what’s going on with everyone’s favorite sector of 2022? Andreas Steno Larsen lays out the bearish case for oil and gas and offers his take on what commodities you should be buying instead. Recorded on February 8, 2023. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	Hey everyone, if you liked this podcast, go behind the pay wall to get privilege access
0:06.5	to the smartest minds and finance.
0:08.9	Join the Real Vision community and learn how to become a better investor.
0:12.5	Visit realvision.com slash RVPod and use the promo code podcast 10 to get 10% off our
0:18.7	central membership for the first year.
0:21.1	And now to today's episode.
0:24.2	The signals are telling me to worry about energy.
0:28.4	The big dialing of 2022 is now the weakest link in the US equity market.
0:34.1	Why is that?
0:35.3	And why is energy not performing when China is open for business again?
0:39.9	Stenos signals starts right now.
0:48.3	Hi guys, welcome to the sixth edition of Stenos signals.
0:52.2	Still overwhelmed by all of the positive feedback.
0:55.3	Last week we talked about how India suffers from the Chinese reopening.
1:01.6	But this week we're going to talk about another specific part of the market suffering
1:08.2	as a consequence of the Chinese reopening.
1:11.2	The dialing of 2022, the energy sector is the weakest performer in the US equity market
1:17.9	over the past month.
1:20.1	That is interesting given that most pundits told right about everyone to buy energy
1:25.2	with an arm and a leg due to this Chinese reopening.
1:28.8	It would bring back demand.
1:31.2	It would bring back momentum for commodity markets in general.
	...

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