468 TIP. Why Buffett is Buying Oil Companies w/ Josh Young скачать в хорошем качестве

468 TIP. Why Buffett is Buying Oil Companies w/ Josh Young

My guest today is oil and gas expert Josh Young. Josh is the Chief Investment Officer and Founder of Bison Interests, which focuses on investing strictly in oil and gas, which has become very contrarian over the last few years. We had Josh on the show in Q1 and were blown away with the extent of his knowledge, which is very useful at the moment as oil swings from decade highs to average lows. A lot has been happening in the oil and gas markets so we spend the first half of the discussion catching up on Q2 headlines and spend the back half of the show discussing Buffett’s recent massive investments in both Chevron and Occidental.  IN THIS EPISODE, YOU’LL LEARN: 00:00:00 - Intro 00:01:44 - Why the price of oil has been experiencing 30% swings in Q2 00:06:44 - How the war between Russia and Ukraine has been affecting the oil and gas markets 00:23:32 - How interest rates continuing to climb could affect the supply and demand of oil 00:28:04 - Recession risks for oil and why some smaller producers are experiencing very low valuation multiples 00:48:36 - Why Buffett’s Berkshire Hathaway has now invested $26B into Chevron and $13B into Occidental and shows no sign of slowing down 00:51:55 - How retail investors can think about investing like Buffett with a much smaller portfolio 01:04:47 - A forecast for airline stocks I always learn a ton from Josh and this one is a doozy. I hope you enjoy it and without further adu, here is my conversation with Josh Young. ✔️ Subscribe to Bitcoin Fundamentals/We Study Billionaires podcast show: https://open.spotify.com/episode/54WR... 🖊️ Access our free show notes and transcript here: https://www.theinvestorspodcast.com/e... ▶️ MENTIONED EPISODES: (TIP429) What is Happening with Oil? w/ Josh Young: https://www.theinvestorspodcast.com/e... 💡 OTHER RESOURCES Visit Bison Interests: https://bisoninterests.com/ Connect with Josh:   / josh_young_1   Bison Research on Buffett: https://bisoninterests.com/content/f/... Connect with Trey:   / treylockerbie   Check out our hosts’ favorite apps and services for investing, personal finance, and education: https://www.theinvestorspodcast.com/a... Seeking Alpha is a crowd-sourced content service for financial markets. Take control of your financial future — Use our link here for a special $140 discount: https://bit.ly/3PVyNfF ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ LISTEN 🎧 TO OTHER SHOWS FROM OUR NETWORK: ₿ If you're interested in Bitcoin, checkout our Bitcoin Fundamentals podcast show:    • ⚡️ Bitcoin Fundamentals 🔑   📚Dive into value investing and learn more about billionaires with our We Study Billionaires podcast show:    • 💰 We Study Billionaires 🥇   🏘 Learn the ins and outs of real estate investing with our Real Estate 101 podcast show:    • 🏠 Real Estate 101 💵   💸Get introduced to the world of investing with our Millennial Investing podcast show:    • 💸 Millennial Investing 🎯   ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ FOLLOW US ON SOCIAL MEDIA📱: 💻 Facebook:   / theinvestorspodcast   👔 Linkedin:   / the-investor's-podcast   🐦 Twitter:   / tip_network   ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ 📥 Download Stig & Preston's 1-page checklist for finding great stock picks: https://www.theinvestorspodcast.com/f... ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ⏤ ❗ DISCLAIMER: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.