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Tag: oil

Natural Gas as the Energy of the Future: Applications and Investment Opportunities (Szn 6, Epsd 22)Podcast episode cover art feat Farid Guindo

Natural Gas as the Energy of the Future: Applications and Investment Opportunities (Szn 6, Epsd 22)

Published December 27, 2024

With Farid Guindo

Farid Guindo of Drill Capital Management joins the podcast to discuss his bullish views on natural gas — not the commodity itself, necessarily, but its application to meet future energy demand.

This podcast episode was made available to premium subscribers the day after recording and without ads or announcements. To become a premium subscriber, visit our Substack.

Content Highlights

  • Natural gas as the energy of the future even as prices of the commodity itself plummet (1:08);
  • Oil exploration is becoming increasingly difficult, expensive, and risky (2:58);
  • The ‘John D. Rockefeller moment’ for natural gas (5:46);
  • What role can nuclear energy play? (16:03);
  • In natural gas, there will be winners and losers, however… (18:00);
  • Where are the best opportunities? (19:51);
  • Background on the guest (28:39);
  • How will the new presidential administration (Trump 2.0) impact things? (41:38).
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The Bull Case for Industrial Commodities, AI, and More (Szn 6, Epsd 17)Podcast episode cover art feat Tony Greer

The Bull Case for Industrial Commodities, AI, and More (Szn 6, Epsd 17)

Published October 1, 2024

Tony Greer of TG Macro joins the podcast to discuss his bullish view on industrial commodities, especially oil, AI, the upcoming presidential election, and more.

Content Highlights

  • Why energy commodities, precious and base metals are all set up to rally (1:31);
  • China’s stimulus package boosted industrial metals. The bounce should not be limited to the short term… (4:57);
  • There are a number of ways to express the ‘long commodities’ trade. ETFs may be the simplest… (8:59)
  • The bullish case for uranium (10:37);
  • Don’t fade the AI story (14:20);
  • The inevitable cryptocurrency discussion (17:04);
  • Background on the guest (22:30);
  • Listener question: What’s the inflection point for a move higher in industrial commodities? (26:10);
  • Election discussion (28:17).

More From the Guest

Not investment advice.

Quick Video Highlight From Our YouTube Channel

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Bonds Poised for More Upside. Tech Stocks Too: Chad OlivierCover art feat Chad Olivier

Bonds Poised for More Upside. Tech Stocks Too: Chad Olivier

Published August 6, 2024

Chad Olivier of Baton Rouge, La.-based The Olivier Group joins the podcast to discuss his view of markets and why he is bullish about bonds and technology stocks.

This podcast episode was recorded July 30, 2024 and was made available to premium subscribers the following day — without ads or announcements. More information on premium subscriptions is available here.

Content Highlights

  • The view of the bond market has changed with the Fed (1:18)
  • The Olivier Group started adding bond exposure through ETFs in the first quarter and expects to add to it… (3:18);
  • The 10-year yield should drop to the 3% range “by this time next year” (4:43);
  • Small caps have recovered lately but the guest is less bullish there (9:31);
  • Technology stocks are much better positioned than in previous cycles (10:56);
  • Municipal bonds may also present an opportunity… (15:41);
  • Background on the guest (20:05);
  • Oil markets could present another opportunity, especially large cap, dividend-paying companies (23:58);
  • The political outlook and its impact on markets (25:51).

For more information on the guest visit the website OlivierGroup.com.

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