Gold vs Oil: Unpacking Warren Buffet HUGE bet on Oil скачать в хорошем качестве

Gold vs Oil: Unpacking Warren Buffet HUGE bet on Oil

Josh Young, portfolio manager at Bison Interests, joins Darrell to discuss the overlooked opportunities in oil and natural gas investing. The pair dive into why oil hasn’t kept pace with other commodities, Buffett’s massive bet, OPEC’s latest moves, and the rising energy demands from AI data centers. Josh also shares how Bison navigates small-cap oil stocks, the role of sanctions, and what the future may hold for natural gas and global energy markets. Follow Josh on X: https://x.com/Josh_Young_1 Bison Interests: https://bisoninterests.com/ Bison Insights (Newsletter): https://substack.com/@bisoninvest Brought to you by Vizsla Copper (TSX-V: VCU | OTCQB: VCUFF) https://linkly.link/2BWbC Learn to invest alongside the top minds in commodities. Join The Commodity University today. CLICK: https://linkly.link/26yH9 Sign up for Jay’s newsletter at https://2ly.link/211gx 00:00 – Intro 00:58 – Why oil and natural gas lag other commodities 02:53 – The contrarian case for small-cap oil stocks 04:44 – Buffett’s big bet 06:32 – Bison Interests’ performance and stock-picking philosophy 10:30 – Key factors in evaluating small-cap oil companies 13:56 – OPEC’s production decision and market reaction 21:04 – Sanctions on Russian oil and global impacts 28:03 – Jobs data revisions and recession signals 39:11 – AI data centers driving natural gas demand 43:27 – Where we are in the natural gas cycle 47:01 – Can AI extend a commodity bull market? 50:14 – Overview of Bison Interests and Bison Insights newsletter Copyright © 2025 Cambridge House International Inc. All rights reserved.